Connor Greenwood

Acquisition Specialist Intern

Hanseatic Management Services, Inc.

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Timeline
About me
Financial Advisor & Portfolio Analyst
Education
- The Ohio State University Fisher College of Business
  2018 - 2022
  Bachelor's degree Finance Senior
  Activities and Societies: Delta Tau Delta Common Cents Investment Group
Experience
- C-Bus Voyage Marketing
  May 2020 - Aug 2020
  Acquisition Specialist Intern
- Globe Life American Income Division: Surace Smith Bendure Hartwig Organization
  May 2021 - Aug 2021
  Benefits Specialist Intern
- J.P. Morgan Securities LLC
  Aug 2022 - Apr 2024
  - Senior Investment Professional
    Oct 2023 - Apr 2024
  - Investment Professional
    Aug 2022 - Dec 2023
- Hanseatic Management Services, Inc.
  May 2024 - now
  Financial Advisor
Licenses & Certifications
- Series 7 General Securities Represenative
  FINRA
  Nov 2022
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  Ohio Department of Insurance
  May 2021
- Series 63
  NASAA
  Dec 2022
Honors & Awards
- Awarded to Connor Greenwood
  Champion of Chase JP Morgan Chase Aug 2023
- Awarded to Connor Greenwood
  Ohio State Deans List - Jan 2022 Maintain a 3.5 GPA or higher
- Awarded to Connor Greenwood
  Sales Achievement - Jul 2020 • Brought on seven new businesses the week of July 6th 2020, placing second in the country as an intern while competing with both interns and representatives from seven offices nationwide
- Awarded to Connor Greenwood
  Rotary Youth Leadership Award (RYLA) Lakeview High School and the Rotary Club Apr 2017 Lakeview High School selects one male and female that they see leadership qualities in and gives their names to the local Rotary club. The Rotary club then puts on a weekend long leadership camp to improve our leaderships skills and presents techniques to be a leader.
Volunteer Experience
- Volunteer
  Issued by JDRF International on Aug 2020
  Associated with Connor Greenwood
- Philanthropy Associate
  Issued by Delta Tau Delta International Fraternity on Aug 2019
  Associated with Connor Greenwood