Acquired Full Time Positions & Internships plus Degrees & Certifications

• Morningstar - Full-Time Analyst ; Fall 2007

• UBS Summer Internship Investment Banking 2006

• HSBC Securities Investment Banking & Markets Derivative Product Control

  • 5/2005-8/2005                                                                                    New York, NY

    §         Performed hedge effectiveness testing which included building surrogate swap positions in the dealing system representing cash flows of the underlying hedge positions

    §         Wrote FAS 133 & IAS 39 documentation for new HBUS deals

    §         Compared changes in valuation of debt vs. actual swap for up to 3yrs activity

    §         Communicated with traders to get deal terms and spreads

    §         Communicated with international affiliates to confirm monthly changes to affiliated cross currency swaps

     

• HSBC Bank Corporate Finance Division

  • 5/2004-8/2004                                                                                     Buffalo, NY 

§         Analyzed trends and forecasted data to create financial models

§         Created various presentations to graphically display financial data

§         Repaired broken financial models and identified key drivers behind figures

Special Projects:  

Loyola University Chicago Virtual Trading Floor

"Currently, I am orchestrating an initiative to develop a virtual trading floor at Loyola University Chicago’s School of Business Administration. The trading floor will afford students the opportunity to gain practical, hands-on experience with financial markets and instruments. The trading floor will allow for the vast development of new curriculum geared towards subjects such as risk management, options and futures trading, and real-time portfolio management. Data feeds will be provided from Reuters, Eurex, and Bloomberg. "

• Stock Trak SP 06

• CNBC Maserati SP 06

• Goldman Sachs: Culture of Success

• Liar's Poker

• Monkey Business

• On Top of the World

• Money Culture

• Freakanomics

• Confessions of a Street Addict (Jim Cramer)

• What Goes Up

• The World is Flat

• Blood on the Street

• "Vault: Investment Banking"

  • Top 50 Banking Employers

  • Top 50 Finance Employers

  • Financial Services Employers

  • Finance Interviews

• Wetfeet:

  • Guide to Investment Banking Interviews

  • Killer Investment Banking Resumes

• Entrepreneur Night @ Loyola University Chicago

• Canadian Oil Sands: Developing One of the World’s Largest Crude Oil Resources

• CME College Day 2006

• CHICAGO QUANTITATIVE WORK ALLIANCE FOR APPLIED FINANCE, EDUCATION & WISDOM MEETING “New Developments in Natural Resources Investing” May 31, 2006