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About Me

Second year MBA at the University of Michigan looking for a general management position in the Financial Services industry

Work History

Goldman Sachs
Private Wealth Associate
June 2009 to August 2009
• Identified 240 potential clients by researching assets of over 13,000 foundations.
• Streamlined networking efforts of one advisory team by identifying and building workflow for top 20% most effective contacts.
• Researched and prepared client presentation on supply/demand outlook for USD denominated debt and the implications for inflation.

Cain, Watters and Associates
Financial Analyst
April 2008 to August 2008
• Presented personalized investment and portfolio recommendations to clients reducing fee exposure 20% per client on average.
• Analyzed clients' business financials and operations and presented recommendations including capital expenditures, corporate structures and breakeven analysis.
• Communicated market commentary and analysis in both monthly newsletters and directly to clients.
• Managed a marketing project for staff of clients that increased client retention 50%.

Education

University of Michigan
Masters of Business Administration MBA, Finance, General Management
2008 - 2010
• Finance & General Management Emphasis
• VP Finance Club and VP Investment Management Association
• Fulbright-Ross 2009 Bulgaria Study Program
• Peer Career Counselor
• GMAT - 710

Brigham Young University
Business Management, Supply Chain / Operations
1999 - 2006
• 3.51 GPA While Working 25-30 Hours Per Week
• Recipient of Three Academic Scholarships

Fans (2)

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