Work History

Work History
Jan 2014 - Present

Mutual Funds Analyst

Edward Jones, Investments

4010 Sandy Brook Dr., Ste. 203; Round Rock, TX 78665 

Mutual Funds Analyst:

  • Structured 5 multi-manager portfolios;

  • Implemented external currency overlay strategy; grown +$50K in assets;

  • Sourced hedge funds for fund-linked derivatives platform and assessed emerging hedge fund managers for principal investment;

  • Spearheaded development of managed account platform, negotiated investment guidelines with external managers, and developed risk management systems

May 2013 - Jan 2015

Sales Retail Assistant Manager

Jones New York, Inc. 4401 N. IH

35, No. 860; Round Rock, TX 78664

District Sales Retail Assistant Manager:

  • Implemented time-management, product knowledge distribution, and comprehensive budgeting analyses across the Austin-Dallas-Corpus Christi storefront of South West Regional Complex;

  • Managed JNY-Works Career Motivational Scheme across all stores and adjusted earnings revenue toward maintaining discount prices during holidays, as well as fundraising events;

  • Served as good judge of character reinforcing the JAG Corporation Hiring Process.

Education

Education
Sep 2008 - May 2011

MASTERS: Biomedical Engineering + Civil Engineering

University of Minnesota-Twin Cities

Molecular Biotechnology, Human Heredity & Virology + Fluid Dynamics, Quantum Physics, Geo Mathematics & Bioanalytical Chemistry

GPA: 3.77

Sep 2006 - Aug 2008

MSJ: Health, Science & Environment Journalism + Global Residency Program

Northwestern Medill School of Journalism

Neurosurgical Malpractice, Children's Health, Social Sciences, Urban Technology & Constitutional Global Healthcare Policies

GPA: 4.00

Sep 1999 - May 2003

B.S. Genetics + Economics

Yale University School: SEAS + SCBS

Genetic Engineering, Grant Drafting & Economic Theory

GPA: 4.20

Certifications

Certifications
Aug 2008 - Aug 2012

EMT-Paramedic

Allina Medical Center

On-site and in-course material training within critical care/emergency medical situations; inclusive to hospitals, clinics, as well as R&D facilities laboratory prerequisites.

May 2008 - Apr 2011

Series 6, 7, 63 & 79

FINRA

Investment company products/variable life contracts representative examination; General Securities Representative Examination; Uniform Securities Agent State Law Examination; and investment bankers' examination (mergers & acquisition, buyouts, financial restructuring, public investment banking & refinancing).

Portfolio

Video Graphics

Myers-Briggs Test

ESTJ: The Guardian

ESTJs are often described as practical, take-charge kind of people. David Keirsey, the creator of Keirsey Temperament Sorter, suggests that approximately 8-12% of all people have an ESTJ personality.

Extraversion: ESTJs are outgoing, and enjoy leading and  supervising other people.

Sensing: ESTJs enjoy concrete facts as opposed to abstract information.

Thinking: ESTJs rely on objective information and logic to make decision rather than personal feelings.

Judging: ESTJs like control and order, so they like to plan things well in advance.

Test Results Confirmation available to forward upon request

References

References

Dr. Rose Miskowiec

Professor of Political Science and Sr. Academic Advisor - Tel: (612) 624.8517 Email: r-misk@umn.edu Mail: Political Science; Rm. 1414 SocSci - 7175A; 267 19th Ave. S.; Minneapolis, MN 55455

Dr. Amy L. Gunter

Professor of Civil Engineering and Director of CSE Advising - Tel: (612) 624.0521 Email: picul001@umn.edu Mail: CSE Academic Advising; Rm. 105 Lind Hall; 207 Church St. S.E. Minneapolis, MN 55455