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Professional Profile of Keith -- MBA looking for the right opportunity
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Title:
MBA looking for the right opportunity

Location:
US-Illinois-Chicago

Work History:
The Freedman Report Sr. Account Manager & Associate Analyst 8/06-Present

Responsibilities
Assisting the firms Chief Analyst with both technical and fundamental analysis
Working to establish strategic partnerships with financial services and research firms
Over seeing direct sales of firm research and marketing products

Velocity Commercial Capital Sales Analyst 2/07-08/07
Responsibilities
Analysis of Debt Service Coverage Ratios for commercial real estate financing
Reviewing and analyzing comparative property profiles for preliminary value determination
Quoting loan rate options, as well as recommending product options for retail commercial mortgage brokers

The Freedman Report Jr. Financial Analyst 2/06-2/07

Responsibilities
Assisting the firms Chief Analyst with both technical and fundamental analysis
Providing clarification on firm research, analysis, and recommendations to clients and prospective clients
Working directly under the firms President with setting up new clients accounts, including setting bond and mortgage backed securities thresholds and chart customization.

National Securities Broker Assistant 3/05-2/06

Responsibilities
Design of branch recruitment process, and marketing material
Overseeing the internship program including reviewing resumes’, interviewing and making hiring decisions, project management, and performance reviews

Financial Recruitment Partners Sr. Recruiter 5/02-2-05

Responsibilities
Recruitment of Financial Advisors for national and regional Broker/Dealers
Assisted in the development of the firms recruiting process, and training



Skills:
Microsoft Office
Microsoft Outlook
ACT Contact Database Software
Goldmine Contact Database Software
Morningstar Principia Pro



Education:
California Lutheran University
Degree: Master of Business Administration
Concentration: Finance
Expected Graduation: May 2008

East-West University-Chicago
Degree: B.S. Business Administration
Concentration: International Business



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