Acquired Full Time Positions & Internships plus Degrees & Certifications

 

RENAISSANCE CAPITAL GROUP, INC. - Analyst Chicago, IL 09/07 to Present

• Served as lead analyst in an effort to facilitate the sale of a community banking enterprise
• Participated in all aspects of sell side mergers and acquisitions transactions
• Interacted with CEO’s and CFO’s of middle market companies during due diligence and sale negotiation processes
• Prepared executive summaries and confidential memorandums
• Completed valuations based on EBITDA, comparable companies and other multiples
• Modeled in Excel and created and edited client presentations
• Gained experience in commercial banking, real estate and childcare industries
• Performed research on industry specific M&A activity

UBS FINANCIAL SERVICES INC. - Wealth Management Intern Chicago, IL 04/07 to 09/07

• Attracted clients by calling on Fortune 500 business prospects
• Organized financial planning seminars for prospective clients
• Assisted in the preparation of 401(k) proposals
• Assessed risk/reward potential for client portfolios and made recommendations to superiors
• Read daily research reports on equities, foreign exchange, and structured products
• Sat in on client meetings in order to expand ability to contribute to the team
• Introduced to financial tools such as Bloomberg, UBS’s proprietary system, and Morningstar Reports

SMP MARKETING, LLC - Category Manager Eau Claire, MI and McAllen, TX 08/04 to 01/07

• Served as a Category Manager in a fresh produce distribution company
• Called on clients and oversaw various produce commodities’ sales and inventory levels, quality standards, and delivery schedules in a trading floor-like environment
• Compiled, organized, and analyzed vast quantities of information on market prices and supply in order to develop effective strategies for increasing sales and profits
• Interacted with clients in the US, Canada, Mexico, and Trinidad
• Sourced produce and negotiated purchases that totaled into the hundreds of thousands of dollars
• Assessed risks, forecasted return on investment, and evaluated requests for unsecured credit from clients

SRE INVESTMENST, LLC - Owner/Manager College Station, TX 06/00 to 02/06

• Managed all aspects of a company that owned and offered single-family homes for rent, including business development, finance, accounting, marketing, and business relationships
• Researched housing markets, analyzing risk and ROI to identify prime properties for purchase
• Established effective plans for managing and maintaining properties to protect investments
• Built the company from the ground up into a profitable firm while still attending college
• Liquidated all positions by early 2006

• Stocktrak SP06

• Baylen, Malcolm, The Secret History of the South Sea Bubble (New York: Fourth Estate, 2002)

• Becker, Gary S., The Economics of Life, (New York: McGraw-Hill, 1997)

• Bruck, Connie, Predators’ Ball (New York: American Lawyer : Simon & Schuster, 1988)

• Das, Satyajit, Traders Guns & Money: Knows and Unknowns in the Dazzling World of Derivatives (London: Pearson, 2006)

• Durbin, Michael, All about Derivatives (New York: McGraw-Hill, 2006)

• Friedman, Milton, Capitalism and Freedom (Chicago, University of Chicago Press, 1962)

• Fontanills, George A., Getting Started in Commodities (Hoboken: Wiley & Sons, 2007)

• Greene, Robert, The 48 Laws of Power (New York: Viking Penguin, 1998)

• Jordan, Lenny, Options Plain & Simple (London: Pearson, 2000)

• Jorion, Philippe, Big Bets Gone Bad: Derivatives and Bankruptcy in Orange County (London: Academic Press, 1995)

• Kramer, James J., Confessions of a Street Addict (New York: Simon & Schuster, 2002)

• Lefevre, Edwin, Reminiscences of a Stock Operator (New York: G.H. Doran, 1923)

• Levitt, Steven D.,  and Stephen J. Dubner, Freakonomics [Revised and Expanded]: A Rogue Economist Explores the Hidden Side of Everything (New York: HarperCollins, 2005)

• Lewis, Michael, Liar’s Poker: Rising through the Wreckage of Wall Street (New York: Norton, 1989).

• Lowenstein, Roger, When Genius Failed: The Rise and Fall of Long-Term Capital Management (New York: Random House, 2000)

• Marthinsen, John, Risk Takers: Uses and Abuses of Financial Derivatives (New York: Pearson Addison Wesley, 2005)

• Rivoli, Pietra, The Travels of a T-Shirt in the Global Economy: An Economist Examines the Markets, Power, and Politics of Word Trade (Hoboken: Wiley & Sons, 2005)

• Smith, Walter and Ingo Walter, Street Smarts: Linking Professional Conduct to Shareholder Value in the Securities Industry (Boston: Harvard Business School Press, 1997)

• Sun Tzu, The Art of War (New York: Oxford University Press, 1963)

• Taleb, Nassim Nicholas The Black Swan (New York: Random House, 2007)

• Taleb, Nassim Nicholas, Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets (New York: Thomson/Texere, 2004)

• Underhill, Paco, Why We Buy (New York: Simon & Schuster, 1999)

• Financial Times daily reader

• Accounting Night, Loyola University Chicago, 19 February 2007

• Mutual and Hedge Funds Managed by the Same Managers: Efficiencies or Conflicts, Loyola University Chicago, 14 March 2007

• How to Present a Business Plan to Investors, Loyola University Chicago, 19 April 2007

• The Dean’s Speaker Series on Responsible Leadership: What to Do When the World Changes – and It’s Always Changing, Loyola University Chicago, 3 May 2007

• Kellogg Greater China Business Conference, Northwestern University, 19 May 2007

• Chicago Microfinance Conference: The Road Ahead – Innovation, Integration, Impact, University of Chicago, 25 May 2007

• The Role of Women in Economics with Keynote Speaker Gary S. Becker, University of Chicago, 26 May 2007

• Webinar: Introduction to FOREX, 26 June 2007

• Sub-Prime Mortgages: Presented by the Economics Forum with Guest Speaker Dr. A.G. Mallaris, Loyola University Chicago,  6 November 2007

• Finance Night presented by the Dean’s Advisory Council, Loyola University Chicago, 20 February 2008

• The Credit Crisis – Limited Assets and Unlimited Liabilities, Loyola University Chicago 1 April 2008