BRANDON BERNING

522 East 7

th

Street Duluth, MN 55805 ● 763.688.3512 ● [email protected]

Objective

An entry level position in Financial Planning starting May 2020

Education

University of Minnesota Duluth (UMD)

Bachelor of Business Administration, May 2020

Major: Finance, Financial Planning, GPA: 3.5/4.0

Dean’s List for Academic Excellence: Fall 2017, Spring 2018, Fall 2018

Related Coursework/Projects:

Investment Fundamentals:

Wall Street Survivor Project: With the skills learned in class, I managed a portfolio with

the value of $500,000 in a simulation game that represents today’s actual market.

Managerial Finance, Corporate Finance, Risk Management and Insurance

Financial Planning/Leadership Experience

Student Director, Financial Planning Program, Labovitz School of Business and Economics,

Duluth, MN May 2019 – Present

 Promote the major to underclassmen students.

 Schedule industry professionals to appear weekly to meet with the club

 Mentor students on class loads and course requirements.

 Represent the University at yearly TD Ameritrade advisor conference

Advisor Center Intern, Ameriprise Financial, Minneapolis, MN June 2019 – August 2019

 Studied for SIE and Series 7 Top-Off Exams; passed the SIE

 Responsible for outbound dialing of our large client base, in order to engage clients with

the firm and build a fiduciary planning relationship

 Participated in various personal business development workshops and training courses

Financial Peer Mentor, UMD, Duluth, MN August 2019 – Present

 Meet with a student mentee once a week to educate on various financial topics

 Created a unique spending plan tailored to meet my mentees short-term financial goals

Business Tutor, UMD Tutoring Center, Duluth, MN January 2018 – Present

 Tutor for the classes of Applied Statistics, Principles of Financial Accounting, and

Principles of Managerial Accounting for 4+ hours each week

 Demonstrate effective problem-solving skills with a wide variety of students

Completed Heart of a Leader Workshop Training, UMD, Duluth, MN February 2018

Additional Experience

Customer Service Representative, University Liquor, Duluth, MN May 2018 – Present

Host, Canal Park Brewing Company, Duluth, MN May 2018 – October 2018

Activities

Clubs

 Financial Planning Club October 2017 – Present

 Finance Club October 2017 – Present

Volunteer Work

 Salvation Army bell ringing, Duluth, MN, 20 hours November 2017 – Present

 Damiano Center, Duluth, MN, 10 hours January 2018 - Present

 Feed My Starving Children, Coon Rapids, MN, 16 hours January 2014 – Present

Sports

 Intramural Hockey and Softball September 2016 – Present