Students Resumes RC 2014

8/12/2019 Students Resumes RC 2014

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CFA Institute Research Challenge 2014 - Molson Coors Brewing Company

When it comes to hiring interns or entry level specialists, the Local CFA

Institute Research Challenges provides access to a pool of highly qualified

students. Resumes of students who participated in the 2014 CFA Institute

Research Challenge - Colorado are attached with this page.


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John Tripp Lester1040 Hobbit Street Apartment M-114 Fort Collins, CO 80523(303) [email protected]

EducationCOLORADO STATE UNIVERSITY FORT COLLINS, CO

Master of Science: Financial Risk Management To be conferred May, 2014Bachlor of Science: Business Administration Graduated May, 2013Concentration: Investment Analysis GPA: 3.22UNIVERSITY OF ECONOMICS PRAGUE, CZ

Study Abroad Program Spring 2012

Finance ExperienceCSU CFA SOCIETY INVESTMENT CHALLENGE MEMBER August 2013 Present

Assumed the role of a CFA certificate holder to perform indebth analysis of Molson Coors Brewing Company. Oversaw four team members and led the process of prepairing a 30+ page coverage report. Pitched our investment recommendation to a panel of CFA holders as a part of the state wide competition. Analytical work included: Finacial Statement analysis, Price Target Modeling, Statistical Modeling, and Predictive

analysis.

CSU SUMMIT FUND MEMBER Spring 20131 of 23 members chosen to help run and evaluate a portfolio of $230,000

Oversee sector allocation, selling and buying new holdings after pitching investment thesis to peers. Maintain active equity market awareness while exploring macroeconomic indicators.

UBS FINANCIAL SERVICES Denver, CO; Greeley, CO Summer 2011 and 2012CFA Intern

Prepare complex reports for Certified Financial Planners on quarterly research statements. Extensive Morningstar use for evaluating domestic and international funds. Frequent asset allocation meetings and discussions with UBS clients. Widespread use of Microsoft Exel and Thomson-One Analytics. Interaction with selected Mutual Funds for analytical research. Account matainance and account opening procedures

Leadership, Activities, And AwardsSIGMA PHI EPSILON FRATERNITY August 2009 May 2013

Vice-President of Programing Spring 2013 Previousely Served as:

o Community Service Chairo Philanthropy Chairo Recruitment Team

Awarded Senior of the Year Spring 2013Achievements while holding above positions:

As Vice-President, require members to complete twenty-five hours of community service per semester 100 Percent involvement of my organization 3rdMost donations in Cans Around the Oval Over 3,000 dollars raised in a Philanthropy Event I organized and hosted.

Technical Skills: Extensive work with excel data

sets, functions, and macros.

Bloomberg certified with strongknowledge in financial analysisand predictive tools.

Intermediate in statisticalprogramming using Rand SAS.

Proficient with MircosoftWord and Powerpoint.

Confident in Financial Modelingincluding: DCF analysis, PortfolioOptimization, Black-Scholesmodeling, and Regression Analysis


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John Tripp Lester1040 Hobbit Street Apartment M-114 Fort Collins, CO 80523(303) [email protected]


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Matthew Hammerly205 E Swallow Rd., Fort Collins, CO 80525

[email protected]

Skills / Strengths

Positive yet competitive personality with the goal of continual self and communalimprovement.

Works well in new and fast pace environments that demand quick and engaged learningskills.

Excellent verbal and written communication skills.Certifications:Bloomberg Essentials Training Program: Equity Essentials, CommodityEssentials, Fixed Income Essentials, FX Essentials. Red Card, First Aid/CPR, ScubaComputer Software: MS Word, MS Excel/Access, MS PowerPointEquipment/Tools:A wide variety of landscaping and construction tools.

Education

Colorado State University, Ft. Collins, COBachelor of Science inBusiness AdministrationConcentration in Financewith a double major in EconomicsGraduation, May 2014\

Cumulative GPA: 3.503

Active member of CSU Summit Fund A group of 20 students that manage theschools $300,000 security portfolio.

Awarded membership to Omicron Delta Epsilon The International Honor Societyfor Economics

Work Experience

American Design & Landscape:

Worked as a full time General Laborer for 3 months from June through August of 2011.

On the first day of work my new co-workers made bets on how many days until I would quitthe job because of the rigor. To their surprise I did not quit.

Upon starting the job I had zero landscaping experience and was able to quickly learn anddevelop landscaping construction abilities, horticulture knowledge, and my Spanishspeaking ability.


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Volunteer Activities

EHP Ministries Mission Trip:

During the summer of 2012 traveled to Tanzania for three weeks. Ministered at hospitals, orphanages and local churches. Worked with local ministries to support the community. Was invited by the leader of the mission to return to Tanzania and minister with him the

following summer.Maranatha Mission Trip: During the summer of 2009 traveled to Ecuador for ten days. Built a school and church with other volunteers and local citizens. Utilized Spanish speaking skills to communicate with natives in small villages and provide

medical attention.Teen Court:

Two years of volunteer time in a court system. The court system strived to give juveniles a chance to avoid having misdemeanors on their

permanent records, to better educate them about their unintended negative effects, and givethem an opportunity to make up for their crimes against the community and orindividual(s).

National Jewish Hospital: Two consecutive years of volunteer time at the Breathing Rocks Convention in the Denver

Museum of Nature and Science. Successfully provided health evaluations and consultations with a large multitude of

people.


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VAN HONG LE

1500 W Plum st, Apt 8H, Fort Collins, CO | 970-231-0927 |[email protected]

Strong analytical and organizational skills, developed by working as a Head of Research Department for ForeignTrade university Marketing club

Strong research skills via comprehensive training since I am a Graduate Assistant in Department of Finance andReal Estate, demonstrated in the short thesis in seminar class from which I got an A+.

Bloomberg certification in equity analysis Strong Excel skills and exposure to Add-ins and other programs as Gretl, SAS and R.

EDUCATION

Colorado State University (CSU), Fort Collins, CO

MSBA in Financial Risk Management Expected: May 201Colorado State University (CSU), Fort Collins, CO

BA in Economics Minor in Business Administration

May 201

GPA: 3.978/

Foreign Trade University (FTU), Hanoi, Vietnam May 201

American Accredited Undergraduate Program (joint curriculum between FTU and CSU)WORK EXPERIENCE

Graduate Teaching Assistant | College of Business CSU

Assisted a professor with research, concentrating on data collection. Topicsincluded How commercials in Super Bowl affect stock returns.

Aug 2013now

Part-time marketing employee | 5S Pro Joint Stock Company | Hanoi, Vietnam

Managed customer service and website content for food company, bringing morethan 300 business customers to the company every month

Aug 2011Jan 201

AWARDS

International Presidential Fellow | CSU

Promote internationalization on campusRunner-up | American Chamber of Commerce Scholarship | Hanoi, Vietnam

In top 40 all over Vietnam

Oct 2013 - now

Nov 201

Semi-finalist | Ychallenge Business Case competition | Yplatform | Singapore

Tackled a product development case for a plant company regarding analyzing marketconditions, companys core values, competitors and direct customers, financial statements

In top 12 out of 300 teams from Vietnam and Singapore

Sep 201

EXTRACURRICULAR ACTIVITY

Treasurer | Global Ambassador Program | Fort Collins International center, Fort Collins, CO

Managing organizations funds Aug 2013noAssistant | East Asian Conference for Financial Stability | Hanoi, Vietnam

Picked up guests at the airport and helped them prepare materials for presentation Nov 201Head of Research Department | Marketing Club of Foreign Trade University | Hanoi, Vietnam

Organized clubs seminars and competitions including topics such as blue ocean strategy,brand management, market analysis. Successfully held a marketing competition with more than

200 teams.

Coordinated and assigned tasks, as well as trained skills for department members, two ofwhom became presidents of the club in the following periods

Aug 2011Au201

Vicehead of External Relations Department | American Accredited Undergraduate

programs student social club

Raised sponsorship for voluntary activities, for the elderly and the homeless children inForTomorrow Center

2010201

Personal tutor, English and Math | Hanoi, Vietnam

Tutored three students who succeeded in the Entrance exam to Foreign LanguageSpecializing SchoolHigh school for Gift students

2010201
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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TANMAY SANJAY MUDBIDRI3700 East Jewell Ave, Apt. C-114, Denver, CO 80210

Phone 720-466-0167; Email [email protected]

OBJECTIVETo further my knowledge and qualifications in financial and investment analysis by pursuing the CFA certification, while

concurrently advancing my career as an analyst and developing my brand of analyses.

SUMMARY OF QUALIFICATIONS High-performing financial graduate student with academic experience in researching and analyzing firms, portfolios and

industries with the use of financial models, databases and other quantitative and qualitative tools

Proficient in the use of financial databases such as Bloomberg, MorningstarDirect, and FactSet Proficient in the use of Microsoft Office suite, SQL, Oracle PeopleSoft, and IBM Cognos ReportNet Detail-oriented with excellent communication and organizational skills Participant in the 2013/14 CFA Institute Research Challenge (Representing the University of Colorado, Denver) Nominated for Outstanding Graduate Student Fall 2013EDUCATIONUniversity of Colorado, Denver August 2011 December 2013

Master of Science in Finance GPA 3.91

Activities and Societies: Finance Club of University of Colorado, Denver

Monash University February 2008 December 2010

Bachelor of Business and Commerce; Majors: Banking & Finance, Accounting GPA 3.38

Activities and Societies: Business and Finance Club

RELEVANT COURSES

RELEVANT PROJECTS

Creation and performance evaluation of sector-rotation portfolio with subsequent pitch to investors Valuation of Starbucks-Teavana merger Stress-testing company financials for expansion opportunities while incorporating various constraints Analysis of opportunities for foreign direct investment in Indian and Chinese economies Equity valuation of the Molson Coors Brewing CompanyCERTIFICATIONS

Passed CFA Level 1, 2012 Bloomberg Essentials Training Program (Equity, Fixed Income, Commodities)WORK EXPERIENCE

Create and manage journal entries for various purposes Deposit payments to University of Colorado bank account using Desktop Deposit system Create and manage cash receipt reports in addition to payroll reports Assist in tax report filings (W-2, W-2c, W-3) Creating spreadsheets for performing various account reconciliation tasksLANGUAGES

Fluent in English Speaking proficiency in Marathi Elementary-level proficiency in German

Quantitative methods for finance Business Firm Valuation Mergers & Acquisitions Macroeconomics and Financial Markets Investment and Portfolio Analysis Financial Modeling

University of Colorado, Payroll & Benefit Services March 2012 April 2013

Student Assistant III


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PATRICK S.BURSEY22035 Laurel Oak Drive +1 (720) 289-8676Parker, Colorado 80138-8374 [email protected]

ASSOCIATE /ANALYST PROFILE

A self-motivated, dynamic professional with distinct credentials that combine solid, tactical leadership and quantitativeanalysis skills with a unique background in accounting, finance and management, an ability to work collaboratively and a

commitment to achieving corporate goals.

PROFESSIONALQUALIFICATIONS

PROFESSIONAL EXPERIENCE

Finance and Operations Manager - Epiphany, Englewood, Colorado 09/2004 to Present

Cultural innovator and inspirational leader experienced in using quantitative methods to guide executive level decision-making and ensure sustainable growth. Conducts monthly financial analysis, reconciles all cash accounts and develops

models to forecast revenues and minimize business risk (reports supported by qualitative and quantitative analysis).

Exceptional understanding of the importance of accurate, detailed presentations and plans, with a strong workingknowledge of business analysis techniques.

Developed recent strategies that have increased the companys Net Income 172% year-over-year and hisdepartments review scores have increased 14.8% over the past 6 months.

Responsible for managing the Accounting, IT, HR and Legal for a firm who employs as many as 16 FTEs. Strategic thinker with a proven track record of developing and implementing powerful marketing programs,

creating solid strategic presentations and consistently meeting deadlines and objectives. Planned, coordinated and managed sales events that have resulted in more than 500 million dollars, in sales.

Licensed Real Estate Broker Bursey & Associates/Metro Brokers, Englewood, Colorado 07/2012 to PresentRepresented buyers and sellers, in a fiduciary capacity, to navigate complex real estate transactions, while also negotiating the

terms of each contract in order to meet the objectives of his clients. Experienced in developing market studies, analyzing realestate trends and data, in order to produce price recommendations (both from a residential and commercial perspective).

Certified International Property Specialist (CIPS), Certified Distress Property Expert (CDPE), Short Sales andForeclosure Expert (SFR) and Broker Price Opinion Resource (BPOR).

Effective researcher able to interface with intermediaries and partners to collect and evaluate asset and portfolio levelfinancial information.

EDUCATION&CERTIFICATIONS

Bachelor of Science in Business Administration with an Emphasis in Finance December 2013University of Colorado, Denver, Colorado

ARGUS DCF 15 University Certification January 2014Argus Software, Houston, Texas

Licensed Real Estate Broker July 2012

Colorado Division of Real Estate

Accounting Cost Accounting

Bank Reconciliations

Accounts Payable

Accounts Receivable

Vendor Management

Payroll Processing

Tax Planning

Finance Budgets and Forecasting

Financial Statement Analysis

Trend Analysis and Modeling

Credit Analysis

Commercial Banking

Expert in Microsoft Excel

Technical Writing Skills

Management Strategic Decision Maker

Executive Coach

Meaningful Communicator

Advanced Leadership Skills

Business Team Building

Human Resource Management

Operations Management


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10/21

KIDOONG KIM

1920 South University Blvd #210 | Denver, CO, 80210

720-532-4353 |[email protected]

OBJECTIVE

To pursue an internship or a financial analyst position in an investment management industry

SUMMARY OF QUALIFICATIONS

Master of Science, Finance graduate student; relevant coursework includes Financial Modeling,

Quantitative Methods for Finance, Investment Management Analysis and Macroeconomics and

Financial Markets

Eight years of actual investment experience in stocks and ETFs; excellent security analysis

experience including fundamental analysis, technical analysis and macroeconomic analysis;

advanced statistical skills that include correlation analysis, multivariate regression analysis and

Monte Carlo simulation; bilingual ability in English and Korean

Award winning careers by deeply researching relationships among leading economic indicators,

the stock market and financial statements Computer skills include Microsoft Office Suite, SPSS, STATA, @RISK and Bloomberg Terminal

EDUCATION

University of Colorado Denver, Denver, CO

Master of Science, Finance, Expected May 2014, 3.9 GPA

Inha University, Incheon, Korea, 2012

Bachelor of Science, Business Administration, 3.48 GPA

INVESTMENT ACTIVITIESBlue Chip Mutual Fund, Incheon, Korea, March 2005 July 2012

President

Managed assets of 20 million won as competition funds academic president ; improved asset

management ability and analysis skills about economy and company

Led 60 members and motivated them and developed excellent leadership skills

Planned and moved the simulated investment competition that 1,200 people participated in.

Improved planning ability and driving force behind competition

Korean University Investment Club, Seoul, Korea, March 2007 March 2008

Director Held seminars and exchanged knowledge on investments with members of University Investment

Clubs from approximately 40 Universities in Korea

HONORS AND AWARDS

Citibank, Finance Thesis Competition Award, 2010

Tongyang Securities, Inc., 1stPlace in Stock Research Competition, 2006

Tongyang Securities, Inc., Investment Competition Award (result was an 80% rate of return over two

months), 2005
mailto:[email protected]:[email protected]:[email protected]:[email protected]


11/21

Oliver T. Bourne

1602 11th

Ave Greeley, CO 80631 Phone: 303-525-3104 Email: [email protected]

Objective:Seeking employment in the financial industry

Education

Bachelor of Science, Business Administration; Emphasis: Accounting & Finance, minor in Global Business May 2014

Monfort College of Business, 2004 Malcolm Baldrige National Quality Award

University of Northern Colorado (UNC), Greeley, CO

Cumulative GPA: 3.0/4.0

Related Experience

Student Body President, Student Senate, UNC (2013-2014 Academic Year)

Act as official representative for the student body and Student Senate Maintain communication with Office of Administration over securing student voice and identifying campus concerns Oversee responsibilities and make certain success of Student Cabinet members

Risk Advisory Services Intern, EKS&H, Denver Tech Center, CO (Summer 2013)

Tested controls in compliance with SOX 404 and identified high-risk areas in controls when conducting SOC reports Gained experience in areas of risk management, business operational processes and other internal control compliance Worked in engagement teams establishing working relationships with client personnel

Director of Finance, Student Senate, UNC (2012-2013 Academic Year)

Develop Student Cabinet budget, while keeping an updated ledger on all revenues and expenditures Organize and coordinate extensive fundraising efforts and events for Student Senate Responsible for training and overseeing Student Fee Allocation Process in allocating $1.55 million of student fees

Audit Supervisory Committee Intern, College Credit Union, Greeley, CO (spring 2012-Spring 2013)

Using a sampling process to audit accounts while verifying internal procedures Proficient in software related to internal record keeping and making cross-checks for additional verification purposes Maintain organization of documentation, rewriting procedures for efficiency and effectiveness

Additional Experience

Finance and Accounting Intern, Petroleum Field Services, Denver, CO (Aug. 2013-present)

Working in conjunction with Director of Finance and Controller to establish accounting procedures Analyze accounting information to conduct financial modeling and forecasting used for locating inefficient areas

Staff/Sports Counselor, Camp Timberline, Estes Park, CO (Summer 2011, 2012)

Mentored and motivated 150 campers per week on a day to day basis Communicated with parents in a caring, trustworthy manner

Activities

Student, Student and Foundation Fund, managing $1.4 mil in trade as fixed income manager 2013-present

Leader and mentor, Navigators Ministry 2010-present

Vice President,Delta Tau Delta Fraternity 2012-2013

Lab Consultant, IT Department, UNC 2011-2013

Recruitment Chairman, Delta Tau Delta Fraternity 2012

Student,Transformative Leadership Course, Air Force Academy 2011


12/21

Lee Joseph Taylor1550 W. Dry Creek Rd. Littleton, Colorado 80120 (214)918-2307 [email protected]

EDUCATION

Monfort College of Business - University of Northern Colorado Greeley, Co

Business Finance Major: Minor in Accounting August 2009-Present

Top 10% of Finance Students Selected to be 1 of 8 students to manage Student and Foundation Fund ($1.3 Million Long Mixed Fund) Placed first in Investments Class trading competition Cumulative GPA 3.04/4.0; Major GPA 3.15/4.0 Relevant Coursework:

Investments Financial Markets and Institutions Corporate Finance I, II

Macro & Micro Economics Financial Accounting I, II Financial Crisis in the EU

EXPERIENCE

Student and Foundation Fund (SAFF) Greeley, Co

Fund Manager April 2013-Present Responsible managing a long mixed fund of over 1.3 million dollars Provide valuations and buy/sell proposals for equities and bonds Conduct an economic forecast and analysis Only top 5% of class are invited to manage the fund Generated a semi-annual performance newsletter

Tower Hill Trading Chicago, ILEquities Trader October 2013- Present

Trade on average $150,000 a day Execute trades based off of events, technical analysis and systemic events Improve trading results by reporting to risk management on a daily basis

LEADERSHIP

Financial Managers Association International (FMA) January 2013-Present Member: Attend special seminars presented by leaders in the finance industry and assist local business with

financial management. Placed third in the national finance quiz bowl against 39 other teams.

Student Center for the Public Trust January 2013-Present Member: Advocated for superior ethical performance for students and the business community

Business Tutor and Supplemental Instructor September 2009-Present Responsibilities:Must work with both students and instructors to provide a superior education experience for

students.. Proofread student essays and checked for spelling, grammar and content.

Finance Fellow Scholarship September 2013-Present

Responsibilities: As one of three finance students to receive the Finance Fellow Scholarship, I am required to educatemy fellow students on the Bloomberg, S&P Capital IQ and Research Insight Databases. I am also required to assist my

fellow students with valuation models and other finance methods.

ADDITIONAL INFORMATION

Scored Top 7% in the Bloomberg Aptitude Test:The BAT is both comprehensive and objective covering arange of performance areas including analytical reasoning, global markets, math, economics, news analysis andother relevant topics.

Level 1 CFA Candidate, December 2013 Interests:Second Degree Black Belt in Tae Kwon Do, World Travel, Ski Blading, Hiking, Reading, Kayaking


13/21

Joshua Edward Bond1634 37thAvenue Place Greeley, CO 80634 (970)397-5265 [email protected]

E D U C AT I ON

University of Northern Colorado (Fall 2011-Present) Greeley, COMajor: Double Major; Finance and Accounting Expected Graduation: May 2014Cumulative GPA: 3.88 Major GPA: 4.0

E M P L OYM E N T

Aliquam Financial Services Greeley, COIntern July 2013-Present

Completed monthly bank reconciliations for various clients.Updated and input client information to QuickBooks.Verified client Employee Benefit Plans

Advantage Bank Greeley, COContract Inspector May 2012- December 2012

Complete regularly scheduled inspections of bank-owned properties.Document inspections with photographs and identify exterior maintenance needs.Develop and maintain report documenting inspectionsUniversity of Northern Colorado Bookstore & Fan Shop Greeley, COSales Associate August 2011- August 2013

Provide friendly and prompt customer service.Operate cash register, including balancing cash drawers both before and after shift.L E AD E RS H I P

UNC Student and Foundation Fund 2013-14 School YearPortfolio Manager- Selected as one of 8-15 students to manage $1.4 million fund; compose buy and

sell proposals; perform economic analysis; follow investment policy set by the FoundationCFA Institute Research Challenge 2013-14 School Year

Participant-Prepare valuation on Molson Coors; present valuation to panel of judges; sit in onmanagements presentation

Financial Management Association Honors Society Inducted 2012

Member-Awarded to Finance majors with a 3.5 GPA both in Finance courses and cumulative; oneof only two Northern Colorado students invited

Monfort College of Business Student Ambassador August 2012Present

Ambassador- Nominated by professors to aid in recruiting events for the college; served on panelsfor prospective students and parents as well as regional high school counselors; interviewed by

AACSB accreditation committee for the colleges accreditationMonfort College of Business Student Council August 2013 - Present

Student At-Large-One of three student at-large members nominated by club presidents; promotedcollege awareness through fundraising activities

Betta Gamma Sigma Fraternity Inducted 2012

MemberHonors Society for top 10% of undergraduates


14/21

Weston Anderson1121 Albion St. #710

Denver, CO 80220

(719) [email protected]

EducationMetropolitan State University of Denver Graduation: December 2013Major: Finance FMA, MSUD chapter Member

CFA Research Challenge Team Member

Courses

Financial Modeling Financial Strategies and Policies Managerial Finance Financial Markets & Institutions Principles of Accounting 1 & 2

Intermediate Finance International Finance Investments Statistics Management Science

Work Experience

ALPS, Inc., Denver, CO January 2013CurrentFund Accountant

Process daily cash inflow/outflow Reconcile cash statements Update daily NAVWells Fargo Bank, N.A. May 2013August 2013Teller Intern

Process banking transaction Exceeded customer service metricsInteractive Mortgage Advisors, Denver, CO January 2013May 2013Analyst Intern

Analyze data sets to update and monitor inputs into MSR portfolio valuation model Utilized Bloomberg Terminal to find key market data points for use in valuation modelAdditional InformationMorningstar Direct CertifiedBloomberg Aptitude Test: 90

thPercentile

Volunteer: ElephantTalk, non-profit food distribution organizationExperience with Bloomberg Terminal and FactSet


15/21

RACHELM.BUCK (720)299-9568

1955 Yank Court Golden, Colorado 80401 [email protected]

OBJECTIVE

A determined professional pursuing a career position where I can utilize my degree in finance. My goal is to contribute tothe success of my employer while working collectively in a professional environment. Demonstrated strengths include the

ability to manage multiple projects simultaneously while producing quality results.

WORK EXPERIENCE

Bank of the West 5/2011-8/2013

Customer Service Representative

The customers' first "point-of-contact" with the bank, identified sales and cross-selling opportunities for a varietyof financial products. Monitored economic trends while ensuring guidelines and quality standards were in

compliance.

Maintained appropriate cash limits, and performed cash management responsibilities to includeprocessing loan payments, cash checks, established deposits, issued cashier checks, and fund transfers.

MJB Capital Management LLC 5/2009-8/2010

Leasing Agent Administrative Assistant

Primary responsibility was to interview and screen perspective tenants, collect rents and work with Real Estateprofessionals to acquire new properties for a growing Real Estate portfolio.

Provided additional administrative assistance to the management team as needed.

EDUCATION

Metropolitan State University of Denver- Bachelor of Science in Finance - Dec. 2013

Relevant Cour sework

Financial Modeling and Spreadsheets Intermediate Accounting I and II Financial Strategies and Policies

Extracurri cular Activities

Secretary of the Financial Management Association Participant in the CFA Institute Research Challenge Level One CFA Candidate


16/21

Matthew Eickhoff4300 Ames St

Denver, CO 80212

303-815-7249

[email protected]

Education

Metropolitan State College of Denver Denver, CO; Summer 2011 December 2013; Major in Finance Graduated Summa Cum Laude; top 5% of class; GPA 3.89 on a scale of 4.00 Participant in CFA Institute Student Research Challenge Community College of Aurora; Fall 2009 Spring 2011

Work Experience

Breakfast on the Edge, August 2011 November 2012

Prep Cook Responsible for preparation of meals as well as various other kitchen duties

Gamestop, Inc., December 2007 August 2010

Assistant Store Manager Responsible for daily operating activities, including tracking and analyzing store performance numbers Consistently received exceptional marks in customer service evaluations, over the phone and in person

United States Air Force, December 2003- December 2007

Electronic Signals Operator Responsible for near real-time reporting of significant activity affecting US and Allied forces over the world Prepared and issued reports on tasked locations and parametric variances to update national-level databases Employed computerized, on-line research tools to perform detailed analysis and validation of tasked information

Achievements/Recognition

Treasurer for Financial Management Association, MSU Denver chapter Top graduate, Electronic Signals Intelligence School, USAF; 1stamong 30 students Received, Operator of the Month, award while serving in the Air Force

Skills

Proficient with Microsoft Office Suite Top 5% in mathematics on ACT and ASVAB Familiar with Factset

References available upon request


17/21

JARED ZINANTI5873 S Prince St Unit 315 Littleton, CO 80120 303-517-0844 [email protected]

OBJECTIVE

I am seeking an internship position to gain experience in the financial industry.


KEYLOK - Offi ce Assistant June 2010 - Present

Supervise and train staff, responsible for creating employee training material, scheduling, andorganizing training.

Conduct research, compile data, and prepare papers for consideration and presentation to executives. Prepare invoices, reports, memos, letters, financial statements and other documents, using word

processing, spreadsheet, database or presentation software.

VICTORY CAPITAL MANAGEMENT - Summer I ntern May 2013 - August 2013

Served as a member of the Internal Sales Desk, providing expertise to established wirehouse FinancialAdvisory Teams.

Ranked #1 in a team sales competition to generate the largest amount of client registrations for aQuarterly Update Event held by Victory Funds, CIO - Heidi Adelman.

Developed and organized marketing materials for client luncheons and quarterly mailers. Working together as an intern class, generated an additional $2 million in revenue. Applied extra self-directed effort to understand fixed income funds.

EDUCATION

METROPOLITAN STATE UNIVERSITY OF DENVER - Accounting and Finance Candidate, Dec 14

Maintained a 4.0 GPA the past four semesters Accepted into the honors program Overall GPA is 3.9 Received academic scholarship Vice President of Financial Management Association club

CFA INSTITUTE STUDENT CHALLENGE Present

Global financial analysis competition 1 of 5 students hand-selected by professor to represent our university Conduct valuations and research on investment and market risks Present findings to a panel of charter-holding judges

ADDITIONAL SKILLS

Skilled in Microsoft Office (Word, Outlook, Excel, PowerPoint) Proficient in Microsoft Excel for financial modeling and analysis


18/21

Objective

To utilize my academic knowledge of finance and economics to benefit a growing company while expanding my

expertise in the field

Education

Metropolitan State University of Denver, Denver CO 2013

o Bachelor of Corporate Finance GPA: 3.60o CFA Student Research Challengeo Vice President of Financial Management Associationo Completed relevant classes

Securities Analysis and PortfolioManagement

Business Ethics Principles of Accounting III

Strategic Management Intermediate Finance Financial Modeling on Spreadsheet

Skills and Applied Projects/Classes/Experience

Financial statement analysiso Assisted SBDC with financial analysis of private company

Fluent English speakero Has been speaking English since 12 years old

Efficient in Microsoft Office, including Word, Excel, PowerPointo Has taken class in Financial Modeling on Excel Spreadsheet

Creative and logical thinking Above average number analysis and processing

o Tutored calculus I, finite calculus, managerial science, managerial statistics, managerial finance Quick adaptation in new environments and duties Effective collaborating skills with people of diversity

o Has completed successful team projects Can maintain work efficiency under pressure

o Has taken minimum of 5 classes every regular semester while working part time Confident in my voice and skills

o Held position as Vice President of Financial Management Association at MSU of DenverEmployment

MSU of Denver Tutoring Center

o Finance tutor: Aug, 2012-Dec, 2013 Tutored students in calculus, finance, economic and accounting classes

TRiO Upward Bound at MSU of Denvero Math Tutor: Nov, 2011-Oct, 2013

Tutored students from 9 Denver Public Schools in geometry, physics, mathematicsAuraria Library at MSU of Denver

o Team member: Aug, 2010-Dec, 2010 ; June, 2011- August, 2012 Organized the book orders and assisted students with locating books for their research

Annual Fund Call Center at MSU of Denver

o Caller: Feb, 2011-June, 2011 Interacted with Metro State alumni and raised funds for various departments at MSU of

Denver

Byambasaikhan Nyanrag1105 South Cherry Street Apt 5-204

Denver, CO 80246

(720)-266-8786 ; [email protected]

www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/
http://www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/http://www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/http://www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/


19/21

Shiyan ChenDenver, CO 80210 303-638-0834 [email protected] www.linked.co!!in!shiyanchen

EDUCATIONUniversity of Denver, Denver, Colorado

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)c#ively co/nica#e wi#h #eaa#es, +ro$essors and co+any re+resen#a#ives while ehii#in s#ron

leadershi+ skills

University of Wisconsin-La Crosse (UW-L, La Crosse, Wisconsin !200-5!2012

achelor o$ %cience, "aor* &inance, "inor* 7conoics, "aor '()* 3.36!4.0. Overall '()* 3.2!4.0,elevan# )ward* 9e#e %cholarshi+ $or C&) :evel ea in ;/ne 2012 1!2012elevan# )c#ivi#y* n#ra/ral aske#all 1!200-10!2011

Deons#ra#ed #eawork and leadershi+ skills

E!"E#IENCEIntern, $aiton% &'t'res,Inc, Shan%hai, China s

/y!sell decisions

(ar#ici+a#ed on a #ea wi#h 5 collea/es #o solici# new c/s#oers which raised co+any>s +ro$ile as well

as +o#en#ial +ro$i#aili#y

Deons#ra#ed s#ron $inancial analysis skills a$#er s#/dyin wi#h senior e+loyees

&ood Server, Chartells, La Crosse, WI 12!2008-05!200

?orked in#ensely and e$$icien#ly #o +rovide c/s#oer services $ar eceedin ini/ s#andards

LEADE#S$I" ACTI)ITIES)ice "resident, Chinese St'dents * Scholars Association (CSSA of UW-L 0!2011-06!2012

(roved decision akin skills while +er$orin /de# +lannin, $/nds s/+ervision, even# +lannin and

eneral anaeen# $or #he orania#ion #o hihly enhance #he in$l/ence o$ #he orania#ion+eer, International St'dent Or%ani.ation (ISO +eer, UWL 0!2008-06!2012

Desined and crea#ed /lle#in oards $or O$$ice o$ n#erna#ional 7d/ca#ion $or Chinese 7+or#-orien#ed

7conoy and 7conoic 'row#hA and Chinese Bih %chool 7d/ca#ionA which hel+ed )ericans#/den#s reconie Chinese econoic row#h in recen# decades

INTE#-CULTU#AL /UALI&ICATIONS AND S0ILLS %o+his#ica#ed wi#h /se o$ /l#i+le lan/aes relevan# #o +ro$essional co/nica#ion, incl/din 7nlish

and "andarin Chinese

7+erienced wi#h /l#i-c/l#/ral livin and workin environen#s, o#h in China and #he %)

(assed 'rade &ive +iano +er$orin eaina#ion 08!2000
http://www.linked.com//in/shiyanchenhttp://www.linked.com//in/shiyanchen


20/21

Phillip Cantrell

Denver, CO 770.490.5424 [email protected]

OBJECTIVE: Position in risk management or turnaround management consulting

EDUCATION

University of Denver, Daniels College of Business, Denver, CO 09/12 - PresentMSF Candidate 2014, 3.95 GPAClasses: Managerial Finance, Capital Expenditures, Managerial Accounting [4.0 GPA in Finance/Accounting],Investments and Markets, Equity Valuation, Multi-national Finance, Financial Planning and AnalysisActivities: Race and Case Competitions: Internal - 1stplace, National3

rdplace; Aspen Institute CaseCompetitions: Internal1

stplace, InternationalRunner-up; Graduate Teaching Assistant: PresentationCoaching, MS-PowerPoint and MS-Excel workshops;

University of Georgia at Athens, Terry College of Business, Athens, GA 05/005/02BBAManagement Information Systems

Activities: Point-of-sale and inventory monitoring system design and implementation for clothing retailer JanesClothes Closet


Rathbuns, Atlanta,GA 02/07- 01/12Beverage and Bar Manager

Directed all aspects of inventory control from monitoring shrinkage, ordering product, and establishingrelationships with distributors to minimize costs

Drastically reduced operating capital levels from $147k to $95k in the first year and maintained newinventory levels through revenue growth periods while expanding the number offerings for consumers byimplementing more efficient inventory controls and ordering

Built clientele of regular customers that resulted in 10% annual increases to bar sales during an economicdownturn

Fishlip Apparel Printing, Atlanta, GA 10/07 - 04/11Owner/ Operator

Built successful new printing company from the purchase of equipment, incorporation of business, creation ofprocesses, and developing new regular business to business and business to consumer sales throughrelationship development and supply chain management

Designed and implemented website that included online design, ordering, payment services, and deliveryinstructions

Grew sales every year from 20072011, from 0 to $200,000Mortons of Chicago, Atlanta, GA 02/02 - 02/07

Floor Manager / Assistant Food and Beverage Controller

Successfully supervised and managed all floor activities, and staff, while ensuring standards for consumerservice touch points are met and exceeded when possible

Oversaw maintenance of appropriate inventory levels by check auditing for shrinkage, quality controlmonitoring, and strategic ordering based on local hotel capacities, convention schedules, and impacts ofweather and holiday travel forecasts

LEADERSHIP and OTHER ACTIVITIES

VP of Finance - Daniels Consulting FirmOutdoor Instructor, Talisman Special Needs Schools, Black Mountain, NCOrganizer, Pints for Pups Annual Charity Event, Atlanta, GA
mailto:[email protected]:[email protected]


21/21

UR NCHIMEG OLONB Y R970-310-3930 | [email protected]

EDUCATIONUniversity of Colorado Denver, Business School, Denver, CO 08/2010- 05/2014

Bachelor of Business Administration, Finance, 3.6 GPA

Clubs: Finance and Risk Management ClubHonors: Board of Advisors Scholarship 08/2013- 05/2014

Risk Management Scholarship

Ach Medical University, Ulaanbaatar, Mongolia, 2010 09/2004- 05/2010Bachelor of Medical Science 3.6 GPA

EXPERIENCE

Investment Management Associates, Denver, CO 11/2013-PresentEquity Research Analyst Intern

Qualitative and quantitative research on public companies

Create financial valuation and analytical models on excel

Interpret my findings by detailed valuation models by each company

Mongolian Stock Exchange, Ulaanbaatar, Mongolia 06/2013-08/2013

Economic Analyst Intern

Researched on funds structures and their management

Conducted internal research on domestic companies

Translated laws and regulations into Mongolian from English

Helped organizing events at the exchange

Auraria Campus Bookstore, Denver, CO 12/2011-02/2012Sales Representative

Assisted at General Merchandise Department

Helped customers to select school supplies, school logo products, gave advice about differentproducts at the department

RELEVANT COURSEWORKCFA Society Research Challenge, Denver, CO 01/2014

Representing the university as part of a team at CFA Local Research Challenge

Wrote a financial report on Molson Coors as part of a team

Created a full equity analysis on Molson Coors as part of a team

SUMMARY OF QUALIFICATIONS

Student in Finance major; coursework includes Management of Business Capital, Financial

Institutions, International Financial Management, Portfolio Management, Financial Trading, RiskManagement and Insurance

Computer skills include Microsoft Office Suite and Microsoft Project; additional experience withBloomberg and CQG Trading Programs

COMMUNITY VOLUNTEER SERVICEHabitat for Humanity, Denver, CO, Volunteer 05/2013-Present

Volunteer at a local communityAmeriCorps, Denver, CO, Financial Educator Volunteer 05/2013- Present

Provided financial education to low income families

Students Resumes RC 2014

Documents

Transcript of Students Resumes RC 2014