Resume category: BANKING

         MANAGEMENT CONSULTANT         Skills        Microsoft Office Suite
   Factset
   Ipreo              Experience     07/2013   to   12/2014     Management Consultant    Company Name   －   City  ,   State      Utilized management abilities and knowledge of coding to oversee a team of 10 software engineers tasked
   with designing a back office database for a multi-billion dollar client
   Managed cross-functional teams in a high demand environment to complete a global strategy project under
   strenuous deadlines
   Drafted proposals for client engagements highlighting the expectations of service, engagement pricing and
   associated costs
   Evaluated CCAR vendor models and developed proprietary probability of default models for a multi-billion
   dollar mortgage portfolio
   Created valuation models designed to value both public and private equity for tax reporting purposes.         11/2010   to   02/2011     Investment Banking Analyst    Company Name   －   City  ,   State      Assisted lead associate and vice president in facilitating merger and acquisition transactions in the life
    science industry by reviewing and analyzing pro forma financial statements and updating models
    accordingly
    Created processes around the sales cycle to monitor and improve sales performance while keeping a more
    precise account of prior prospecting efforts
    Maintained the CRM system and streamlined its use through extensive, voluntary training making the team
    more efficient and impactful.         11/2008   to   11/2010     Financial Advisor    Company Name   －   City  ,   State      Evaluated the financial plans of current and prospective clients and provided recommendations that would
    reasonably ensure they meet their future financial goals
    Assembled a team of estate planners, investment specialists and CPAs providing a comprehensive planning
    board for clientele.          Company Name   －   City  ,   State      Institutional Equity Sales          Dec 2014 - Present
    Utilized strong written and verbal communication skills to distill complex financial topics into salient points
    for clientele
    Evaluated research reports and valuation models to gain a holistic understanding of the research product
    Developed an interactive, online database through R programming to hold 13F and trade data which
    eliminated redundancies in the desk's daily processes
    Collaborated across multiple segments of the firm including research, syndicate, corporate access and
    derivatives personnel
    Managed multiple client requests in a fast pace environment by staying organized and keeping detailed
    accounts of tasks.          Education and Training     May 2013     MBA      CARNEGIE MELLON UNIVERSITY, TEPPER SCHOOL OF BUSINESS   －   City  ,   State                  Investment Strategy             Dec 2009     B.S  :   Finance    Finance Bright Futures Scholar
    National Honor Society        Interests    Graduate Finance Association, Alpha Club, The Soccer Club
UNIVERSITY OF SOUTH FLORIDA          Tampa, FL      Skills    CRM, clientele, client, clients, database, Dec, derivatives, designing, Equity, fast, financial, financial statements, functional, Investment Strategy, access, Microsoft Office Suite, office, personnel, pricing, processes, research product, coding, Programming, proposals, reporting, research, research reports, Sales, strategy, tax, valuation, verbal communication skills, written      Additional Information      Clubs: Graduate Finance Association, Alpha Club, The Soccer Club
UNIVERSITY OF SOUTH FLORIDA          Tampa, FL  CREDENTIALS AND LICENSES
   Chartered Financial Analyst
   Series 7
   Series 63
INTERESTS
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