Dane Adelman

B. S. in Investment Management, Minor in Digital Product Design

About

Hello, I am Dane Adelman.

Basic Information

  • Address:

    135 NW 20th Street, Boca Raton, FL 33431

  • Language

    Spanish & Italian

  • Gender

    Male



SKILLS, ACTIVITIES AND INTERESTS

Language-: Proficient in Spanish and Italian
90%
Technical Skills: DMB Software, Lexus Nexus, and Hedge Nexus, Microsoft Office Suite, HTML, CSS, SEO, SEM, JavaScript, Google Ad words, Google Analytics
90%
Technical Skills: BESS Bloomberg Terminal, Excel Certification, Investment Banking Institute
85%


Work Experience

May 2016 -
August 2016
FBN Securities | New York, NY/ Securities Intern

  • * Wrote complete event-driven model reports to analyze potential outcomes of a pending spin-off.
  • * Composed a daily analysis of recent, global market trends that was distributed internally on a daily basis.
  • * Created a model to analyze seasonal equity trends over past the 30 years for all S&P 500 companies.
  • * Assisted in analyzing macro trends by researching tick averages and S&P returns from 2010 to the present.

June 2015 -
August 2015
Northwestern Mutual | New York, NY / Personal Insurance Policies Intern

  • * Identified and signed clients with expired insurance policies, securing 30% in continued revenue.
  • * Secured 35% of old business through emails and personal calls.
  • * Organized and mailed promotional material to up to 100 clients daily.
  • * Communicated weekly updates and results to Managers to maintain project management timelines.

May 2014 -
August 2014
Advance Partners | Cleveland, OH / Research and Accounting Intern

  • * Utilized databases including LexisNexis and DNB software to conduct credit research investigations.
  • * Organized customer data, which enabled consultants to efficiently analyze new and prospective clients .
  • * Updated an Excel Cash Flow statement to record the status of loans made to clients and small businesses.
  • * Led the cost-analysis review and implementation of an office security platform designed to increase safety.
  • * Analyzed more than 600 data points relating to client retention, which led to saving $16,000 in annual fees.



Education

Lynn University | Boca Raton, FL
B. S. in Investment Management

Relevant Coursework: Investment Theory, Portfolio Management, Stocks, Options, Futures, Commodities and Fixed Income Minor in Digital Product Design (General Assembly | San Francisco, CA) Relevant Coursework: User Experience, Digital Marketing, Front End Web Development, Product Management



Certifications & Training

Certifications
Activities
Interests




Contact Information