Institutional Equity Sales Resumes

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Institutional Equity Sales Resumes Powered By Docstoc
					              Andrew Weinman
              1221 Avalon Drive East                             516.286.1502 (mobile)
              Orange, Connecticut 06477                


              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

Professional Experience_____________________________________________________________________________

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.

Additional Information_____________________________________________________________________________
                 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.

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