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Title: |
Senior Financial Analyst
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Location: |
US-California-Los Angeles
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Work History: |
Professional Experience
2004 – 2005 Elysium Financial, Inc. Huntington Beach, CA
Co-Founder / Production Manager
·Production was generated by 100% outbound calling. Loan products ranged from A to C paper.
·Succeeded in establishing a viable business model and productive working environment.
·Generated positive revenue after two months of operation.
·Successfully recruited 50% of the sales staff.
·Networked the entire office with communications technology.
2003 – 2004 Greenlight Financial Services Irvine, CA
Loan Officer
·100% commission based sales position.
·Consistently met stringent sales quotas and was able to stave off two major layoffs.
·Was required to follow each loan application through until completion.
·Was diligently able to sell over 100 different types of home loan products.
2000 – 2002 Oberon Financial Technology Sunnyvale, CA
Sales Manager
·Succeeded, single-handedly, in generating over 60% of assets under management for Oberon.
·Assisted business partners with portfolio analysis and client profiling.
·Successfully recruited many of the third-party, sub-advising money managers into the program.
·Assisted the engineering staff with implementation of financial theory and formulae for proprietary ASP software.
1999 – 2000 Westbourne Capital Management Century City, CA
Equity Analyst
·Provided research and analysis for stock selection recommendations to the portfolio manager.
·Was the sole analyst responsible for all sectors and industries.
·Participated in the sales and client review processes for WCM.
1994 – 1997 TCW Los Angeles, CA
Trader & Portfolio Administrator
·Traded and maintained over 2500 separately managed “Wrap-Fee” accounts.
·Worked closely with portfolio managers regarding stock selection, portfolio weightings and sector allocations.
·Monitored cash positions and reconciled accounts on a daily basis.
Interests and Activities
Basketball, Volleyball, Surfing, Jogging, Mountain Biking, most outdoor activities.
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Skills: |
Proficient with all MS Office products. Also very adept at outside sales.
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Education: |
1997 – 1999 Cornell University Ithaca, NY
MBA Finance
Participated in the general MBA curriculum for one semester then focused in Finance on subjects such as Derivatives, Corporate Finance, Equity Research, Financial Accounting, and Investment Banking.
1988 – 1993 UC Berkeley Berkeley, CA
BS Economics
Concentrated on micro-economic theory. Additional macro-economic classes in banking and monetary theory fulfilled all requirements for the degree.
1990 – 1990 University of Madrid Madrid, Spain
Economics & Political Science
Participated in a study abroad program, attending classes at the University. Participated in the general curriculum. All classes were taught in Spanish.
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