Resume

Javier Price-Butler            javier.price-butler@temple.edu

Philadelphia, PA

EDUCATION

TEMPLE UNIVERSITY- Fox School of Business, Philadelphia, PA

Graduation: June 2025

Bachelor of Business Administration

Major: Finance | GPA: 3.5 Awards: Dean’s List

VALLEY FORGE MILITARY ACADEMY, Wayne, PA Graduation: May 2018

Awards: Ethel Mae Hocker Scholarship Recipient, 4-year Varsity Football Letterman, Cadet Sergeant First Class (Alpha Company)

ACTIVITIES
Member, Innovation and Entrepreneurship Institute
 Participated in Entrepreneurship competitions and workshops

Speaker, Bensalem High School Marine JROTC BHM Series
 Invited to speak to Marine JROTC cadets by the Head of Leadership department

Volunteer, The Gesu School
 Assisted students pre-k through 8th with the transition from in-person learning to remote learning during the peak of the COVID-19 pandemic

EXPERIENCE

JANNEY MONTGOMERY SCOTT LLC,  June 2023 – August 2023

Wealth Management Intern – Retirement Plan Advisory

  Executed data mining projects using Fi360 and Envestnet to provide better insight on clients’ portfolios and prospective clients’ needs

  Created Excel templates to improve aesthetics and efficiency in daily team operations

  Reviewed and learned about different types of retirement investment products with Senior team members

PEPR FINANCIAL PARTNERS OF JANNEY MONTGOMERY SCOTT LLC, June 2021 – August 2021

Private Client Group Intern

  Planned, prepared, and hosted annual mid-year reviews for over 125 households ($150mm+ AUM)

  Processed transactions, monitored investments, and reconciled account statements

  Engaged in daily communications with high-net-worth clients, responding to inquiries and ensuring that needs are met

  Analyzed financial data and prepared reports to assist the Financial Advisor in creating and implementing financial plans in clients’ best interests

BRYN MAWR TRUST, May 2019 – August 2019

Wealth Management Intern

  Worked on a team with Analysts and Senior Vice Presidents to create presentations aimed at prospecting new clients and maintaining existing relationships

  Analyzed off list holdings and provided portfolio rebalancing solutions

  Reviewed account models with Investment Associates to execute trades on accounts

  Participated in weekly investment, market overview, and discretionary distribution committee meetings

SKILLS
Software: intermediate familiarity with Microsoft Word, Excel & PowerPoint, high familiarity with AI Tools and beginner familiarity with Python and R coding languages