David Aaron Shektman40 Fairbanks Ave., Wellesley, Massachusetts, 02481; 617-645-1713; shektmand@gmail.com

PROFESSIONAL EXPERIENCE Morgan Stanley Wealth Management Colchester, VermontWealth Management Intern December 2016 – Present Develop and maintain LinkedIn profile for a senior financial advisor Qualify and vet prospective clients via LinkedIn Initiate and maintain relationships with internal wholesalers who visit the branch Create valuation reports using Microsoft Word and Excel on funds and annuities for portfolios with the

potential for exchange Track resources such as MorningStar, Valueline, and MarketWatch to assess performance of equities within

certain portfolios

Morgan Stanley Wealth Management Boston, MassachusettsBusiness Development/Wealth Management Intern June 2016 – August 2016 Part of a 4-member team supporting and managing over 120 high net-worth individuals and families whose

non-business assets exceeded $150MM Explored LinkedIn profiles for two senior financial advisors; vetted prospective clients across numerous

industries Generated and pitched potential business leads identified through LinkedIn Co-created marketing materials ranging from the team website to the team brochure Prepared valuation reports and performance analysis using both Excel and Morningstar Examined equities and currency markets, evaluated trends, and assessed data prior to investment

suggestions for senior advisors Identified annuities that may be appropriate for exchange

LINX Child Enrichment Camps Wellesley, MassachusettsOffice Assistant June 2015 – August 2015 Assisted office staff with daily administrative tasks Provided positive customer service in every interaction and increased professional communication skills Facilitated a friendly office environment for parents, campers, and fellow office staff

Zdorovie Senior Service Center Newton, Massachusetts Personal Care and Administrative Assistant June 2011-August 2014 Organized social activities and assisted clients throughout the day Responsibilities increased through the summers from a PCA to administrative assistant

EDUCATION SAINT MICHAEL'S COLLEGE Colchester, VermontBachelor of Science in Business Administration May 2017 Minor in Economics; NE-10 Commissioners Honor Roll Fall 2014 SemesterCHARLES UNIVERSITY, FACULTY OF THE ARTS Prague, Czech Republic Semester Abroad in Prague, Czech Republic Fall

2015WELLESLEY HIGH SCHOOL Wellesley, Massachusetts

Class of 2013ADDITIONAL SKILLS / INTERESTS Fluent in Russian Saint Michael's College Men's Varsity Lacrosse Team Wellesley High School Varsity Lacrosse four-year letterman Interest in Skiing, Hiking, Swimming, and general outdoor activities Participant in CFA Institute Research Challenge 2016-2017