Jonathan William Turner
4 Quaker Drive ● East Brunswick, NJ 08816 ● (908) 458-0087 ● [email protected]
EDUCATION
University of Illinois at Urbana-Champaign, College of Business
Expected Graduation: May 2017
• Bachelor of Science in Finance
Cumulative GPA: 3.73/4.00
• Bachelor of Science in Accounting
• Dean’s List
Illinois Investment Banking Academy
April 2015 – Present
• One of 22 students admitted to a highly selective organization tailored to careers in investment banking
• Track program includes coursework in financial statement analysis, valuation modeling, mergers and acquisitions, and
advanced corporate finance
EXPERIENCE
First Colonial Group LLC
New York, NY
Brokerage Intern
June 2015 – August 2015
• Qualified 85 clients who maintain over $100,000 in their portfolio through daily networking calls and client meetings
• Utilized Point and Figure technical analysis along with fundamental equity research to make investment suggestions to
management for various clients’ portfolios in stocks, bonds, and exchange traded funds
• Prepared receipts, transmittal papers, and withdrawal orders on transactions between the licensed broker and client
William Blair Investment Banking Case Competition
Champaign, IL
Analyst
March 2015
• Acted as a buy-side advisor in a case for a payroll services buyer acquiring a software as a service payroll company
• Valued a $140mm company using comparable companies, discounted cash flow, and precedent transactions analyses
• Identified potential investment considerations including cost and revenue synergies as well as integration strategies
EntreCORPS Consulting Organization
Champaign, IL
Consultant
January 2015 – Present
• Developed a marketing plan for ShipBob shipping services in Chicago, Illinois
• Performed market research through various databases in order to create a network of 200 potential clients for ShipBob
• Engaged in video conferences with the CEO of ShipBob in order to generate weekly tasks and discuss company goals
Translite Enterprises Inc.
Elizabeth, NJ
Warehouse and Delivery Employee
June 2014 – August 2014
• Organized inventory of windshields and bus glass in appropriate storage to maximize space in the warehouse
• Delivered up to 10 purchase orders daily to various warehouses within the tri-state area
• Packaged purchase orders efficiently to ensure the safety of the windshields while in transit
LEADERSHIP
Prime Mergers and Acquisitions
Champaign, IL
Executive Board
September 2014 – Present
• Mentor students through a curriculum that involves the simulation of a merger and acquisition case
• Communicate with students via email to notify them of upcoming meetings, available office hours, as well as
miscellaneous questions regarding the curriculum
• Develop outreach programs and workshops to increase brand recognition and enhance awareness to potential members
Zeta Beta Tau Fraternity
Champaign, IL
Intramural Chair
January 2014 – December 2014
• Organized 30 different students’ schedules to create rosters for the fraternity’s students to compete in organized sports
• Updated students via email daily of upcoming games and attended each game to ensure members competed fairly
University of Illinois Division II Club Hockey Team
Champaign, IL
Right Wing/Center and Recruitment Chair
September 2013 – Present
• Compete in two weekly practices and two games a week against regional universities in a 30 game season
• Recruit and network with incoming students who are skilled as well as talented and are looking to continue playing
competitively in college
INTERESTS & SKILLS
Long distance running
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Sum 41
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Ice hockey
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New York Jets
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International travel
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Snowboarding