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Allen Bekkerman

Allen Bekkerman

Private Client Services Representative

Followers of Allen Bekkerman288 followers
location of Allen BekkermanNew York City Metropolitan Area

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  • Timeline

  • About me

    Corporate FP&A and Treasury Intern at Nucor | Finance Student The University of Alabama

  • Education

    • Tenafly High School

      2016 - 2020

    • The University of Alabama

      2020 - 2024
      Bachelor in Commerce and Business Administration Finance

      Activities and Societies: Sigma Chi Fraternity, The University of Alabama, Tuscaloosa, AL: 2020 - present

  • Experience

    • New York Tribeca Group

      May 2021 - Aug 2021
      Private Client Services Representative

      Initiated directly with new perspective clients to offer financial company products subsequently increasing company revenue, while building and maintaining relationships with existing clients• Collaborated regularly with Account Executives to identify accounts poised for renewal in order to anticipate additional opportunities for sale and cross sell of new products• Funded over $250K during 3 months in internship period• Established business relationship with over 50 clients during 3-month internship• Contributed to team strategy planning and execution• Developed experience in Fund Management through training and awareness Show less

    • Nucor Corporation

      Jun 2023 - now
      FP&A and Treasury Intern

  • Licenses & Certifications

    • First Responder Certificate

      Emergency Medical Technician
      Jan 2018

  • Honors & Awards

    • Awarded to Allen Bekkerman
      Deans List, The University of Alabama, Tuscaloosa, AL - 2020 - present
    • Awarded to Allen Bekkerman
      Tenafly High School Varsity Ice Hockey (Offense and Defense): 2016-2020 Division Conference Champions- 2018 -