1221 Avalon Drive East 516.286.1502 (mobile)
Orange, Connecticut 06477 email@example.com
Yale School of Management New Haven, Connecticut
Candidate for Master of Business Administration (MBA), 2009.
Emphasis in Investment Management
Binghamton University Binghamton, New York
Bachelor of Science (BS) in Management, 2000, magna cum laude.
Golden Key National Honor Society, Beta Gamma Sigma Business Honor Society
2006-2007 GE Money Shelton, Connecticut
Senior Project Manager
Managed team of 100 business, IT and assurance analysts, software developers, and systems
engineers in the development of software applications used in customer service and collections call
centers, reducing response time and increasing collections of delinquent payments.
Delivered three major application upgrades within strict time and budgetary constraints with an
anticipated benefit to the business of $5MM.
Improved project quality and expedited the testing process, reducing defects by 75% and delivery
time by an average of two weeks through the implementation of new quality assurance methods.
2005-2006 Foresight Research Solutions, LLC New York, New York
Director, Institutional Sales
Collaborated on and sold equity research within the healthcare, industrials and energy sectors to a
book of 20 investment management firms, generating $1MM of annual revenue.
Communicated with clients on a daily basis, providing market color and investment ideas.
Facilitated client meetings and road shows with management of companies under coverage.
Organized the Foresight Research International Gas Conference.
2002-2005 International Strategy & Investment Group (ISI) New York, New York
2005 Institutional Equity Sales
Marketed and sold economic, financial, policy, and energy research to 30 hedge fund and mutual
fund clients increasing sales from $1.3MM to $2MM annually in six months.
2002-2005 Research Associate
Researched, analyzed, reported, and presented findings to clients on more than 20 industries
including homebuilding, credit cards, retail, trucking, shipping, and airlines.
Evaluated the current state of the economy by conducting regular interviews with over 200 contacts
at leading public and private companies.
Initiated research of credit card, shopping guide, and residential real estate industries.
Created a survey of hedge fund managers to gauge investor sentiment.
2000-2002 Arthur Andersen Business Consulting New York, New York
Facilitated M&A transaction for Houghton-Mifflin and billing system implementation for AOL.
Developed and led a community service program for consultants and was appointed to the Arthur
Andersen New York Metro Volunteer Council.
Co-led the creation of “1999 Best Cities for Business” survey printed in Fortune Magazine.
CFA Level I Candidate.
Manage personal portfolio, including 401(k) and non-retirement accounts.
Member of the Yale SOM Investment Management Club and Finance Club.
Series 7 & 63 licensed.
Habitat for Humanity volunteer.
Interests: guitar, hockey, tennis, boxing.