Tom Schwartz

Tom Schwartz

Summer Intern

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location of Tom SchwartzNew York City Metropolitan Area

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  • Timeline

  • About me

    Private Banking Analyst at Deutsche Bank

  • Education

    • Cornell University

      2019 - 2023
      Bachelor of Science - BS Industrial and Labor Relations
  • Experience

    • Brazilian-American Chamber of Commerce, Inc.

      Jun 2018 - Aug 2018
      Summer Intern

      - Created social media marketing content and edited presentation highlights from panel discussions for use on YouTube- Maintained membership list in Excel

    • Saturn

      Dec 2018 - Aug 2019
      Ambassador

      - Organized and led a team promoting start-up school scheduling app- Responsible for recruiting 1600 users at high school and market penetration at 7 other high schools- Helped design new user interface, researched competitors and managed spreadsheets of both existing and potentially new schools- Offered position as summer intern after outstanding work promoting app and assisting operations

    • Saturn

      May 2020 - Aug 2020
      Business Development Associate

      - Worked closely with director of operations to maintain data across all schools in Saturn's national network- Served as liaison between Saturn and 50 most important high school relaunch teams to continue app usage- Moderated focus groups for new business concepts and implemented new app features- Researched COVID-19 impact on school openings and formulated coherent launch strategy

    • O'Shaughnessy Asset Management

      Jun 2021 - Aug 2021
      Marketing Associate

      - Streamlined sales funnel by optimizing CRM system to improve internal processes and organization- Analyzed data on marketing campaigns to maximize search engine optimization and improve lead generation- Identified client pain points on website, designed new landing page

    • Gartner

      May 2022 - Aug 2022
      Research Specialist

      - Evaluated over 40 documents and conducted 7 internal interviews to determine best predictors of research quality- Presented findings to 6 research teams, created supplemental writing guides to elevate researchers' complete rates- Won best presentation with other interns to improve Talent Lab professional development and internal culture

    • Deutsche Bank

      Jul 2023 - now
      Private Banking Analyst
  • Licenses & Certifications

    • Series 63

      FINRA
      Apr 2025
    • Series 7

      FINRA
      Apr 2025
    • Securities Industry Essentials (SIE)

      FINRA
      May 2023
    • Microsoft Office Specialist: Excel 2019 Associate

      Microsoft
      Apr 2021
    • Bloomberg Market Concepts

      Bloomberg LP
      Aug 2022