ROBERT BRAD PETMECKY

2344 Baywood Avenue, Baton Rouge, LA 70808 | (C) 1-678-232-1806 |

bradrpet@gmail.com

Education
Expected May 2016
Louisiana State University, E.J. Ourso College of Business Administration Baton Rouge, LA
Bachelor of Science: Finance Business, GPA 3.4

Experience
Client Associate
08/2015 to Present
Merrill Lynch Baton Rouge, LA

Manage the conversion of advisory investment accounts into the Merrill Lynch One platform.
Assist a Financial Advisor and CFP Professional with the preparation of Goals-Based financial
plans in the Wealth Outlook system.

Utilize the Investment Proposal Tool to prepare asset allocation recommendations for clients and
prospective clients.
Financial Advisor Intern
05/2015 to 08/2015
Merrill Lynch Baton Rouge, LA

Analyzed sector ETF strategies daily to measure investment objective performance

Gained understanding of Financial Advisor role through shadowing, weekly conference calls and
weekly wholesaler lunches.

Attended weekly PMD/TFA meetings as well as conference calls with market professionals
Student Managed Investment Fund
01/2015 to 05/2015
Investment Manager Louisiana State University

Managed $2.2 million for the LSU Foundation portfolio using the Russel 200 Index as a benchmark.

Focused on Consumer Discretionary Sector.

Bloomberg Terminal Certified: Equity, Fixed Income, Foreign Exchange, and Commodity Essentials.
Legal Clerk Support
05/2014 to 08/2014
Klein Law Group Savannah, GA

Produced legal documents including client estate planning, probate court forms and real estate
closing statements.

Contacted clients to schedule appointments, gather needed information and discuss the progress of
cases.

Managed accounts and records of clients with the highest levels of confidentiality and discretion.
Assistant to the Chief Financial Officer
05/2013 to 08/2013
Georgia Construction Products Atlanta, GA
Generated invoices using Microsoft Dynamics AX, tracked collection progress and performed
early payment discount analysis.

Reconciled vendor statement and handled payment discrepancies.

Conducted weekly inventory audits and cash flow reports.

Honors and Activities

Executive Officer and Recording Officer, Phi Gamma Delta. Provided daily guidance towards the
betterment of the chapter. Planned and executed the spending of a $200,000+ budget.

 Scholarship Chairman, Phi Gamma Delta. Guided over 130 men to achieve a high academic
standard of an above average GPA.

Coordinated and organized multiple events raising over $10,000 benefitting Our Lady of the Lake
Childrens Hospital and the United Service Organization
Volunteer Childrens Healthcare of Atlanta. 100+ hours as a Day Leader overseeing the activities
and ensuring proper patient volunteer interaction of 30 teen volunteers.

LSU Student Finance Association Member 2013-2016.

LSU Student Financial Planning Association Member 2016.
Baton Rouge Financial Planning Association Member 2016.