* Received Bachelor of Arts Business Administration: Finance Focus
University of Oregon, Eugene, OR
GPA: 3.35
Working History
* Technology Sector Leader, February 2010 – June 2011
University of Oregon Investment Group, Eugene, OR
• Analyzed financial statements and industry reports in order to project free cash flow
• Performed detailed equity analysis using discounted cash flow models and relative valuation
• Presented equity-based research results to UOIG board and members each term
* Client Assistant Intern, March 2011 – June 2011
Merrill Lynch Global Wealth Management, Eugene, OR
• Analyzed equities and ETFs for financial advisors
• Interacted with fund managers and financial advisors to complete various equity-based projects
• Engineered and managed detailed Excel databases
* Financial Analyst, June 2010 – March 2011
Roehl & Yi Investment Advisors, Eugene, OR
• Monitored high net-worth client accounts
• Increased client profitability by analyzing portfolio x-rays to reduce volatility and increase diversification through overlap reduction
• Conducted mutual fund, equity, and ETF analysis using industry standard programs such as Zephyr, Morningstar Principia, and Factset.
* Door-to-Door Sales, June 2009 – September 2009
APX Alarm, Memphis, TN
• Excelled in an ambiguous environment with a steep learning curve
• Developed a framework for managing stressful situations and converting them into motivation
• Opened 50 new accounts in the first 3 months with the company
Personal Introduction
# Skills & Abilities
• Advanced knowledge of Microsoft Excel, Word, and PowerPoint
• Excellent Mac and PC skills
• Proficient in both Spanish and Hebrew
• Advanced problem solving and analysis experience
• Excellent team and interpersonal skills
# Extracurricular Activities
• University of Oregon Diversity Building Scholar
• Seven years experience running a profitable computer business
• Youth Mentor
Profile
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