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JORDAN NEWTON 6600 Crestview Drive, Crestwood, Kentucky 40014 502.773.5056 jordansnewton@bellsouth.


SUMMARY PROFILE Highly motivated, enthusiastic, and personable professional currently pursuing a career as Junior/Associate Equity Analyst to further advance the knowledge gain ed from college and skills acquired from previous experience. Self-directed, org anized, and attentive to details with the aptitude to effectively work both inde pendently and collaboratively as part of a team. Possess strong technical acumen with expertise in Microsoft Office Suite and MS Access. Currently in pursue to completing CFA program.

KEY STRENGTHS Financial Markets and Industries Cost Benefit Analysis Financial Products and Instruments Investment Concepts and Practices Creating Spreadsheets / Detailed Reporting Interpreting Financial Transactions Accurate and Detailed Reporting Strategic Relationship Building

PROFESSIONAL EXPERIENCE PNC BANK ~ LOUISVILLE, KY Deposit Recovery Unit, Financial Entries Sep 2009-Present

Reconcile all financial entries for the Fraud Investigation Department t o align with customer account debits and G/L accounts credits Administer and track entries that is being encoded in the database Accurately process all financial entries for teller cashed checks as wel l as potential overdrafts and determine its impact to customer accounts Handle the processing of financial data for positive balance account clo sures and facilitate the issuance of cashierâ⠬⠢s checks to balance against internal G/L ount Bank Teller Jul 2006-Aug 2009

Actively promoted and sold various company products while exhibiting hig h-level customer service throughout the process Maintained sound knowledge of various products and services of the compa ny Completed 15 to 20 sales calls on a weekly basis to generate new investm ent leads or additional product benefits Managed and balanced cash drawer of $15,000 or more VEREDUS ASSET MANAGEMENT ~ LOUISVILLE, KY Research Analyst-Intern May 2007- Aug 2007

Kept abreast with current financial news and markets status Regularly updated and originated research surveys and projects to facili tate investment decisions Devised business earnings models for investment opportunities through re search activities on various company operations and financial statements Established an open line of communication with lead analysts and CFOs du ring the entire research process Outlined research reports relating to analysis as well as provide invest ment view or recommendation


Bachelor of Business Administration, Major in Finance (2008) University of Louisville, Louisville, KY ~ Deanâ⠬⠢s List (Fall 2005, Fall 2006, Spring 2 , and Spring 2008)