Garrett T.

Martin
2541 Pinebluff Dr. Dallas, TX 75228
214-384-8449 | Gmart19@tigers.lsu.edu
EDUCATION
Louisiana State University
Bachelor of Science in Finance
GPA: Cumulative 3.12, Business 3.27 / 4.0

Baton Rouge, LA
Expected Graduation May, 2015

WORK & LEADERSHIP EXPERIENCE

LSU Tiger Fund
Baton Rouge, LA
Equity Analyst
August 2014 Present
Member of a student led investment management team with $2.2mm in assets under management
Conduct research using investment platforms including Bloomberg, Factset, and Morningstar
Implement security analysis into transactions to optimize the return of our portfolio for our employer
Develop real world management experience with a team environment
Merrill Lynch
Denver, CO
Financial Advisor Intern
June 2014 August 2014
Developed a business acumen and understanding of the markets while conducting product, market,
and client research which directly influenced investment decisions for the team
Assisted in business development through team prospecting methods
Enhanced current client relationships by updating the Wealth Management Workstation database
Established a solid understanding of the business models and best practices for a Financial Advisor
Lumpkin Agency
Baton Rouge, LA
Intern
April 2013 May 2014
Created a Customer Relationship Management Database for Insurance and Cost Segregation clients
Gathered information for clients and underwriters on Insurance services
Researched prospective clients and real estate properties for Cost Segregation analysiss
Attained knowledge of products sold to inform clients during meetings and calls
Sigma Chi Fraternity
Baton Rouge, LA
Treasurer
January 2014 Present
Assessed and collected dues for a 165 person organization with yearly revenue of over $700,000
Created a budget to correctly allocate resources for expenses during the year term
Managed timely payments for events and various expenses related to the needs of the fraternity
Interfraternal Council
Baton Rouge, LA
Treasurer
January 2013 November 2013
Successfully conducted Fall Rush with over 620 bids given, while being a liaison and coordinator of
the 5 day process
Billed dues totaling $60,000 and gave financial help to 20 fraternal organizations across campus
Managed an account over $85,000 with an increase of 11% after the year term
SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Bloomberg / Salesforce / Thomson ONE / Agencybloc / Advisors Assistant /
Microsoft Office
Certifications & Training: Pursuing Distinguished Communicator Certification / Attended multiple
Leadership Training Workshops / Bloomberg Certification
Activities: Sigma Chi Fraternity / Greek Charge Advisory Board / Student Managed Investment Fund
Interests: Golfing / Weight Lifting / Mountain Biking / Running / Reading / Social Events