Brett R.

Gleiche
2502 Lawnside rd Timonium, MD 21093 Bgleic1@students.towson.edu (443) 632-7101
Strengths:
Strong analytical and research skills
Excellent written and verbal communication skills
Leadership

Education:
Business Administration Major: Finance Concentration
Towson University, Towson Maryland
GPA - 3.2/4.0

Investment experience
Financial management experience
Time/task management

Expected graduation date: July 2016

Experience:
Administrator Companies- Financial Planning Services- Intern
Cockeysville, MD
Assist with financial advising operations and third party administration for retirement plans.
o Improved work place efficiency by creating more transparent data sheets and organizing investment
data more strategically.
Process retirement plan contributions by employees, distributions to employees, plan rollovers, and loans.
o Interpret financial statements to pull aforementioned aspects and then organize and present the data for
the senior pension administrator.
Organized and implemented the transition of client information for a change in the financial advisors brokerage
company.
Compton Financial- Wealth Management and Corporate Retirement Plans- Intern
Towson, MD
Shadowed managing partner observing wealth management activities and daily operations of the firm.
Attended and participated in financial advising meetings and corporate retirement plan meetings such as 401(k)
enrollment meetings.
Observed portfolio management strategies based on varying levels of risk.
o Utilized Morningstars independent investment research platform for funds selection.
Tau Kappa Epsilon- Executive Board- Treasurer
Towson University
Create chapter budget, collect money due to the chapter, disburse chapter funds, prepare accurate monthly
financial reports and file an annual report with the offices of the grand chapter.
Increased due collections from 60% of all predicted revenue per a semester to 90% by providing positive
incentives for members who met payment deadlines and negative incentives for members not meeting deadlines.
Managed fundraising, philanthropy, and event planning committees by working closely with the committees to
ensure all goals and deadlines were met.
Educated chapter on where there money was being spent, how much money the chapter has collected and how
we were financially relative to past semesters.
Maintained positive morale throughout the chapter by providing fair opportunities for those struggling to make
payments.

Activities/Skills:
Bloomberg Essentials certifications in: Commodity Essentials, Equity Essentials, Fixed Income Essentials, FX
essentials. Currently working towards competition of Bloomberg Market Concepts.
Passed Computer Efficiency Exam in Microsoft Word, Excel, and PowerPoint.
Towson University Mens Ice Hockey Team
Active Member of Tau Kappa Epsilon Fraternity - Pi Upsilon Chapter at Towson University.

Philanthropy Chair- Organized and led a committee that set up both on and off campus events which
raised over $2000 for St. Jude Childrens Research Hospital.