MBA graduate and CFA candidate with 7+ years experience in financial services seeking opportunity to expand career with investment firm. Outstanding comprehension of financial concepts including risk analysis, investment strategies, money and capital markets.

COMPANY	POSITION HELD	DATES WORKED
University of Chicago	(Confidential)	5/2004 - /2008
Hawthorne Credit Union	(Confidential)	5/2000 - 5/2004

SCHOOL	MAJOR	YEAR	DEGREE
DePaul University	MBA Finance	2004	Master Degree
Northern Michigan University	Economics & Finance	2000	Bachelor Degree

Highlights:

Companies I like:

Mesirow Financial, Robert W Baird, Calamos Investments, William Blair, Grace Matthews, Dresner Partners

Time Management
Detail Oriented
Financial Forecasting
Budgeting
Forecasting
Variance Analysis
Account Analysis
Reconciliation
FSG
DBI
EPB
OFA
Discover
XML Publisher
Financial Accounting
Statistical
Report Writing
SOX Compliance
Hyperion Planning
Hyperion Essbase
SAP
P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• Investment Banking
• Research Associate
• Securities
• Asset Management
• Financial Analyst
• Derivatives
• Trading
• Equity Research
• Fixed Income

Plan and direct the daily operational activities of the Credit Union, including financial and accounting management, lending, cashiering and servicing member needs. Generated record income in 2007; Return on Assets of 1.75% compared to industry average of 0.75%.