Professional Documents
Culture Documents
EDUCATION
Macaulay Honors College at Baruch College (CUNY) New York, NY
Bachelor’s of Business Administration in Economics | Minor: Corporate Law, NYC Studies |
FINRA Life license | Completed Data Analytics Course May 2019
GPA: 3.82
RELEVANT EXPERIENCE
PRIMERICA Brooklyn, NY
Financial Advisor Intern/Insurance Service Provider November 2017 – April 2018
! Collaborated with three financial advisors currently working for Primerica to devise a successful client
service model.
! Provided investment plans, life insurance policies and mutual funds opportunities to approximately 100-
150 clients.
! Identified micro managed portfolios of approximately 100 IRA accounts using an MS Excel database, and
tracked the activity of clients and their investments efficiently.
! Researched and analyzed financial and investment data in business articles and databases to deliver bi-
weekly reports on direction of anticipated market growth.
! Assisted my co-workers and other licensed financial advisors with improving the onboarding process by
sitting with clients to understand their future plans and financial worries.
EXPERIENCE
Soterix Medical New York, NY
Accounting Intern December 2016 – September 2017; June 2017 – Present
! Analyzed complex documents and determined expenditure trends for future budgeting. Located an
excess of 12% expense going in to cost of goods shipping.
! Used QuickBooks to allocate expense and maintain proper invoices since 2015. Put company back on
track with missing invoices.
!! Conducted meetings with supervisor, updating and suggesting organizational structures to optimize cost
by reducing shipping expense.
!! Recorded notes during weekly business meetings and distributed meeting minutes to attendees.
SKILLS
Computer: QuickBooks, Verse, Microsoft Word, PowerPoint, Excel, Google Drive
Languages: Bengali (fluent), Hindi (fluent), Urdu (fluent), Spanish (beginner)
ADDITIONAL ACTIVITIES
Macaulay Business Club, Member, New York, NY September 2015 – Present
! Attend weekly meetings of 100+ members to hear presentations on news and trends in specific industries and discuss
and brainstorm possible solutions to issues and new ideas.
Public After School Mathematics and English Teacher, Participant, Sylhet, Bangladesh June 2017 – August 2017
! Facilitated interactive educational activities and introduced study techniques used in the U.S for 45-60 children in Sylhet,
Bangladesh to stimulate interest in learning and education.