CAGLA YILDIRIM
80 New Road Apt 1, Parsippany, NJ, 07054 Email: cyildirim04@gmail.com Phone: 973-979-3849
EDUCATION:
Texas Tech University, Lubbock, TX
Present
 Ph. d degree in Financial Planning
William Paterson University, Wayne, NJ
May 2011
 Bachelor of Science in Financial Planning, Minor in Economics
County College of Morris, Randolph, NJ
August 2009
 Associate in Science-Business Administration
AWARDS:
 AT&T Chancellor's Scholarship
 Inducted to Beta Gamma International Business Honor Society
 Chosen among top 14 Business students to participate in Job Shadowing Program
 Member of the 1st Place team at FPA National Challenge 2010, Colorado
 Received Cotsakos College of Business Award Excellence in Financial Planning 2011
 Received New Jersey Joint Legislative Resolution by Senator O’Toole and Assemblyman Rumana
ACTIVITIES:
Chairperson- Student Managed Portfolio, WPU
2009-2011
 Create financial models and perform equity and sector research for target companies
 Present equity analysis to the Executive Board of Directors and club members
 Sustain or increase club’s membership base
EXPERIENCE:
Texas Tech University, Teaching Assistant, Lubbock, TX
Present
 Teach classes when professors are not available
 Grade assignments, papers and quizzes
 Help students understanding and using applicable software
Financial Asset Management, Assistant Planner, New York, NY
Sept/2011-June2012
 Perform daily data downloads from financial institutions and reconcile client account information
 Assist with manual data entry, perform recurring data management processes
 Provide support for comprehensive financial planning clients by gathering data, developing financial
plan analysis and scenarios, packaging and posting meeting materials, and managing meeting notes
Macro Consulting Group Internship, Parsippany, NJ
Jan/2011-Apr/2011
 Perform administrative tasks such as calculating figures and entering client data
 Research on funds, and other financial products; prepare technical and financial reports, letters
Merrill Lynch Internship, Wayne, NJ
Sept/2010-Jan/2011
 Prepare clients’ portfolio reviews and Net Worth Statements
 Meet with industrial professionals and discuss investment strategies
William Paterson University Student Technology Consultant, Wayne, NJ
2009-2011
 Assist professors and students with research requirements by using financial software platforms such as
Bloomberg Professional, Money Guide Pro, and Morningstar
 Provide orientation for new STC’s on lab functionality
Northeast Planning Corporation Career Shadowing Program
April 2010
 Trained on Life Insurance Strategies
 Gained experience on financial securities such as mutual funds and bonds
Head Cashier- The Home Depot
2009-2011
 Responsible for providing the best level of customer service to the customers
 Monitor and maintain the operational reports for the improvement of store execution
ADDITIONAL:
 Native speaker of Turkish, Conversational Syrian, Bloomberg Certified, Candidate for CFP exam