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Roy Meyer

Tax Accountant Intern

730 followers

New York City Metropolitan Area

Connect with Roy Meyer to Send Message

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Timeline
About me
Analyst at J.P. Morgan Private Bank
Education
- Questrom School of Business, Boston University
  2019 - 2023
  Bachelor of Science - BS Finance
  Activities and Societies: Boston University Men's Lacrosse
- Questrom School of Business, Boston University
  2023 - 2024
  Master of Business Administration - MBA
- Chaminade High School
  2016 - 2019
  High School Diploma
Experience
- Reid CPAs LLP
  May 2022 - Aug 2022
  Tax Accountant Intern
  • Helped assist accountants with the preparation of federal, state, and local tax returns for clients ranging from individuals, corporations, partnerships, estates, and trusts• Reviewed tax data collection packages to ensure the accuracy of the data and noted any needed revisions
- Tradition
  Jun 2023 - Jul 2023
  Interdealer Broker Intern
  • Experienced live broker deal flow via voice and Bloomberg chat systems• Worked extensively on Equity Derivatives, Fixed Income, and Foreign Exchange desks. Gained in depth knowledge about corporate bonds, call and put strategies, and money market products• Participated in various mock trading sessions processing order flow, creating order books and executing trades
- J.P. Morgan Private Bank
  Jan 2025 - now
  Analyst
  Financial Institutions Group
Licenses & Certifications
- Securities Industry Essentials (SIE)
  FINRA
  Sept 2024
- Series 66
  FINRA
  Jan 2025
- Series 7
  FINRA
  Apr 2025
Honors & Awards
- Awarded to Roy Meyer
  USILA Scholar All-American United States Intercollegiate Lacrosse Association May 2023 A Scholar All-American must be nominated by his coach and have a cumulative GPA of 3.0 or higher. He will have behaved in a manner that has brought credit to himself, his institution, and to college lacrosse both on and off the field. He must also be an All-American, a member of a North/South team, or an outstanding league or conference player.
- Awarded to Roy Meyer
  E. Ray Speare Award Boston University Apr 2023 Named in honor of the Hall of Fame member who captained the 1892 and 1893 Terrier football teams, this award is presented to the senior who is chosen as the top male scholar-athlete, combining academic achievement and athletic ability. The recipient is selected by the Athletic Department.
Volunteer Experience
- Fundraiser
  Issued by Bike to the Beach on Sept 2021
  Associated with Roy Meyer
- Student Liaison
  Issued by Team IMPACT, Inc. on Sept 2022
  Associated with Roy Meyer

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