Pitch Book Template

							                                           Albert Goldstein
                                          email: agoldstn@illinoisalumni.org
Address:
406 East 83rd Street, Apt. 3C
New York, NY 10028
Cell: (917) 374-8608 / Work: (646) 324-2179

Education:            University of Illinois at Urbana-Champaign
                      Bachelor of Science in Finance
                      Minor in Mathematics
                      Major GPA: 4.0/4.0
                      Cumulative GPA: 3.9/4.0
                      130 total hours / 26 hours of Mathematics (GPA: 4.0/4.0)
                      Graduated May 2002
                      CFA Level II candidate (passed CFA Level I in June 2002)
                      CFA Level I Scholarship, Dean’s List, Beta Gamma Sigma Honor Society (top 7%), National Society
                      of Collegiate Scholars, Phi Kappa Phi Honor Society and Alpha Lambda Delta Honor Society
Work
Experience            Deutsche Bank – New York, NY                                                     June 2002 –present
                      Investment Banking Analyst – Leveraged Finance
                      • Sole analyst on two deals currently in the market: a $2.3 billion acquisition financing and $50.0
                         million secured note private placement
                      • Answered investor questions and participated in negotiation, drafting and due diligence
                      • Built in depth financial models

                      Deutsche Banc Alex. Brown – Chicago, IL                                               Summer 2001
                      Investment Banking Intern – Leveraged Finance
                      • Actively worked on four live or potential deals: two leveraged buyout opportunities, a high yield
                         opportunity and a refinancing
                      • Performed due diligence, produced pitch books and participated in conference calls as a
                         functioning analyst in the group
                      • Learned about numerous financial instruments and the various situations when they are appropriate

                      YesTrader Inc. – Chicago, IL                                             Summer 2000/Winter 2001
                      Investment Analyst / Trading Assistant
                      • Performed in depth planning and research on proposed investment ideas
                      • Researched and exercised a cyclical trade that returned 15% on a $200,000 investment from
                         December 27, 2000 to January 8, 2001
                      • Trained to trade options and futures using technical and fundamental analysis strategies
                      • Gained vast experience with options trading strategy, working as a trading assistant in the 30 year
                         US Bond Options pit at the Chicago Board of Trade
Leadership/
Activities            Pi Kappa Alpha International Fraternity                                          Spring 1999 – May 2002
                      • President – managed all daily operations of 120 member chapter with annual income of $400,000,
                         started a scholarship fundraising effort to offer full tuition to the elected officers and coordinated
                         the daily conduct of over 25 elected and appointed officers
                      • Sergeant at Arms – maintained formal business proceedings in chapter meetings, enforced strict
                         guidelines set forth by the International Fraternity and formulated a business plan for all chapter
                         events

                      Real Client Managed Portfolio Class                                        Fall 2001 – Spring 2002
                      • Senior Economist – provided general economic overview and researched the technology space for
                         RCMP class that managed a $1 million client, stock and option portfolio

Other                 Russian, Spanish, Windows, Trade-Station, Mathematics, Microsoft Office, Easy-language, Java, C++
                      and Visual Basic 6.0