Dan Roytman

Location

Amherst, US
Brookline, Massachusetts
Education
    University of Massachusetts Amherst
    September 2016 - May 2020
    degree
    Bachelor's
    major
    Finance
    minors
    Economics
    Information Technology (IT)
    Isenberg School of Management and Commonwealth Honors College
Work Experience
    Northwestern Mutual
    Investment Operations Intern
    May 2017 - August 2017
    company
    Northwestern Mutual
    title
    Investment Operations Intern
    overview
    - Recommended securities to include in a $3MM takeover proposal which resulted in a $40,000 position in the final portfolio - Analyzed the returns of various prospective mutual funds with a corresponding ETF through building pivot tables in Excel - Performed ad-hoc projects for the Director of Investment Operations in a timely manner to assist with trade execution - Identified over 300 potential clients utilizing Microsoft CRM to help grow the client base for the lead financial advisor - Prepared both life and disability insurance paperwork using internal software for direct delivery to the client
    Northwestern Mutual
    Investment Operations Intern
    Wellesley, MA, United States, 02482
    May 2017 - August 2017
    Runner-up
    November 2016 - November 2016
    Brookline High School
    Junior/Senior Mentor
    September 2014 - June 2016
Fun Fact

that Russian was my first language.

Passion

learning and staying active.

Skills
Languages
EnglishRussian
Hobbies
cooking
skiing
basketball
fitness