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Daniel E. Bergan 2 Panorama Trail Rochester, NY 14625 (585) 749-2462 db55896e@westpost.


Financial, Financial Services and Research Qualifications Breadth of knowledge gained via courses including: International Business, M icro and Macroeconomics Principles, Statistics, Financial Accounting, Organizati onal Behavior, and Electronic Business Knowledge and quantitative skills developed through statistics, economics an d strategy focused courses. Capacity to apply statistics to efforts associated with investments, financi al planning, and wealth management. Confidence of abilities to collect and analyze data associated with client p ortfolios, industry trends, investment risk; present findings in dynamic and eff ective ways; and to conduct client outreach efforts. Talents evidenced via research, quantitative, analytical and presentation fo cused academic projects. International perspectives and cross-cultural sensitivities gained traveling and studying throughout Europe, Scandinavia, as well as Central and South Asia. Financial Services Experience XCU Capital Corporation Webster, NY Assistant to Financial Planner Part-time 2001-2005 XCU is a regional financial credit union that specializes in retirement and investment services that had a 2007 net income of $3,531,020. Supported professional conducting outreach to prospective clients, addressin g needs of existing clients and continually presenting services and resources as sociated with financial planning. Enhanced knowledge of financial markets, client relations, financial plannin g and retirement advising. Business and Global Studies Education Loyola College in Maryland, Baltimore, MD Bachelor of Arts in Global Studies with Minor in General Busines May 2009 Senior Thesis: Analysis of the Iranian Nuclear Program and its threat to the international community. Business related courses: International Business, Microeconomic and Macroeco nomics Principles, Statistics, Financial Accounting, Organizational Behavior, Pu blic Relations, and Electronic Business Global Studies Courses: International Politics, Development Economics, Compa rative Politics, Societies and Institutions, Political Sociology, Asian Thought, History of Africa, Senior Seminar in Global Studies. Research and Analytical Projects and Presentations For Public Relations course conducted analysis, identifying and exploring ke y competitors of Adobe Systems. Cited findings via summary written report. As member of group, reviewed literature on AIDS epidemic in Central Africa, identified key statistical variables and models, and then shared findings via Po werPoint presentation and written report. For senior thesis conducted detailed literature search, identifying and anal yzing the threat of the Islamic Republic of Iran, reiterated International Atomi c Energy Agency, US and United Nations reports and resolutions, and ultimately w rote a comprehensive analytical paper.

International Studies Northern Illinois University Overseas Studies Bangkok, Thailand Participated in The Political Economy of Thailand, included a study tour through out Thailand, Summer 2008 Danish Institute for Study Abroad (DIS) Copenhagen, Denmark Completed International Business and Economics and Culture and History courses F all 2007-Spring 2008 Completed two week study tour to Beijing, Xian, and Shanghai, China Courses included: Business in the European Union, International Law, Terrori sm, China: A cross-cultural exploration, Racism, Ethnic Conflict in Modern State s, Environmental Policy: A European Perspective Recent Employment New York Life Insurance Company: NY Life, Accident & Health Insurance License, series 10-53