BRYCE JONES

About Me

Bryce's belief is that by understanding the numbers, he can help create a more streamlined and effective approach to a firm's objectives.

Location

New York City, NY
Scotch Plains, NJ
Education
    Cornell University
    August 2017 - May 2021
    degree
    Bachelor's
    majors
    Applied Economics
    Management
Work Experience
    bank of America
    Private Bank Wealth Management Analyst
    August 2021 - present
    company
    bank of America
    title
    Private Bank Wealth Management Analyst
    overview
    • Analyzed Metro New York market data for executive leadership to assist in a firm wide Digital Engagement Initiative for clients to reach a 90% engagement goal with our online services; the results of which were then presented on our end of year advisor call with the market president in attendance • Collated YTD net flows for the entire market to curate accurate projections for Q4 2021 and yearly 2022 revenue projections as well as identifying key trends in deal flow • Supported my advisors and our custom lending specialist through the mortgage pipeline by processing tax documents, reviewing financial statements, and communicating bank regulations to clients resulting in multiple 10mm+ credit deals from Q3 2021 to Q1 2022
    Federation of New Jersey Food Banks
    Student Ambassador
    Hillside, NJ, United States, 07205
    September 2015 - September 2020
    Bank of America
    Private Bank Summer Analyst
    New York City, NY, United States, 10075
    June 2020 - August 2020
    UNITED Healthcare
    BUSINESS Analyst
    Iselin, NJ, United States, 08830
    June 2019 - August 2019
    UC TECH High School
    Tour Guide Representative
    Scotch Plains, NJ, US
    September 2015 - September 2017
    See 3 More
Fun Fact

I played the baritone saxophone in Jazz band

Skills
Technical skills
python
Volunteer
    Federation of New Jersey Food Banks
Leadership
    Cornell Orientation
    Guide
Hobbies
Soccer
Basketball
Listening to Music