Summary

As a recent MBA in Finance graduate with sell-side equity research experience, I am seeking a challenging career position as a financial professional.

My overarching career objective is to obtain employment with an organization seeking an ambitious, hard-working, and inquisitive recruit. 

I am confident that my technical skills and specialist training, coupled with the well-rounded nature of my liberal arts undergraduate education and broad business studies and professional experiences, will be an excellent foundation on which I am ready to build a career that meets the needs and expectations of my future employer.

Thank you for taking the time to visit my online "VisualCV."  Please do not hesitate to contact me directly if you have any questions or would like to follow-up with an employment opportunity that fits my background and credentials.

Work History

Work History
Mar 2010 - Jan 2011

Research Associate Intern, Equity Research Department

C.L. King & Associates

* Spearheaded initiation coverage on $4B diversified manufacturing company which included analyzing the company’s fundamental strategies, owning the financial model, and writing sections of the draft report.

* Facilitated in expansion of research coverage on Industrials 15% and Restaurants 10% in six months.

* Conducted SWOT analysis on business development initiatives resulting in new office expansion in the Midwest.

Feb 2007 - Jun 2007

Business Analyst, Professional Services Team

Thomson Tax & Accounting

* Yielded $4M+ annual client cost reductions for Global 1000 clients through interface between New York and London offices to leverage expertise and deliver value-added solutions in transfer pricing issues.

* Tailored client transfer pricing solutions in complex markets based on OECD, IRS, and Sarbanes-Oxley requirements and best practices to generate value-add through compliance assurance and penalty avoidance.

* Conducted detailed review of company financial position based on divisional business activity, capital spending, and other key drivers, data resources, and metrics across various geographic and sectoral regions.

Feb 2003 - May 2004

Financial Advisor Intern, Global Wealth Management Group

Smith Barney

* Supported growth in AUM 15% YoY through target marketing to tailor client expansion in target niches.

* Contributed to risk-adjusted portfolio returns in excess of internal benchmarks through portfolio rebalancing according to client risk tolerance and asset allocation deploying dollar-cost-averaging methods.

* Utilized fundamental analysis to identify investment recommendations for client portfolio acquisitions in capital market securities including equities, fixed income, mutual funds, alternative investments, and ETFs.

Education

Education
Jul 2008 - Dec 2010

MBA

Union Graduate College

Union Graduate College is a graduate-only institution, dedicated to providing an exceptional, AACSB-Accredited MBA Program. 

The singular focus of this business school is reflected in the reputation of its faculty, the strength of its programs, and the caliber of MBA students and graduates.

Sep 2002 - Jun 2006

BA

Union College

Founded in 1795, Union College is a small, independent liberal arts college committed to integrating the humanities and social sciences with science and engineering in new and exciting ways.  Rigorous academic studies take place in a diverse, welcoming campus environment that supports personal growth of students, offering a wealth of opportunities for students to find and pursue their passions, and inspires them to engage with the local and global community through meaningful projects and volunteer work. 

Graduates of Union College are well-suited to a host of career opportunities and make a significant impact on the communities in which they reside, as well as the world at large.  Alumni are also strongly represented on Wall Street at all levels of seniority, including David Viniar, CFO of Goldman Sachs (1976).

Sep 2004 - Dec 2004

General Course

London School of Economics

The London School of Economics and Political Science (LSE) is one of the foremost social science universities in the world.  LSE is a specialist university with an international intake and a global reach.  Since its 1895 founding, the LSE has produced 29 world leaders and heads of state, 15 Nobel Prize Winners from faculty and graduates, and close to 90,000 registered alumni with over 15,000 in North America alone.

Located in the heart of London, England, the LSE is the #1 U.K. University for social sciences (ahead of Oxford University and Cambridge University) and #4 for social sciences in the entire world (U.S. News and World Report's 2009 World's Best College rankings). 

With its global reach and international reputation for academic excellence, LSE graduates are highly regarded and sought after.  General Course alumni include U.S. President John F. Kennedy (1935), as well as other well-known alumni including Supreme Court Justic Anthony Kennedy, Senator Daniel Patrick Moynihan, former Chairman of the Federal Reserve Paul Volker, former Secretary of the Treasury Robert Rubin, and the Rolling Stones lead singer, Mick Jagger.