Nicholas Petrovich

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					                            Nicholas Petrovich
                  850 N. State St. #13J, Chicago, IL 60610  (517) 749-2716

                                    SKILL SUMMARY
      Quick and continuous learner, analytical thinker, collaborative worker, effective
       communicator, excellent problem-solver, goal-oriented, and self-motivated.
      Highly proficient in Microsoft Excel, Word, PowerPoint, Publisher, Zephyr Style
       Advisor & Allocation Advisor, Thompson Associates/Vestek Analytics, PSN Enterprise,
       Morningstar tools, Macromedia Dream Weaver, Unigraphics, and Netscape.


Senior Consulting Group Regional Analyst                                      April 2006-Present
Morgan Stanley Smith Barney, Consulting Group, Chicago, Illinois
      Supporting the Morgan Stanley Smith Barney/Consulting Group Investment Process
       through the implementation of various analytical, research and sales-driven tasks
          o Providing product, platform & system support for a region consisting of 1,000
            Financial Advisors, hosting training conference calls and conducting in-branch
          o Performance Attribution Analysis, using various analytical software systems,
            including Vestek, Zephyr, & Thompson Analytics.
          o Investment Manager comparison, using Zephyr, Polaris (proprietary), Vestek,
            Thompson Analytics, & Excel-based spreadsheets.
          o Creation of value-added, Excel-based analytical tools, for use by CG Analysts,
            Sales Assistants & Financial Advisors.
          o Creation of comprehensive/blended performance history analyses based on
            various models of asset allocation.
          o Strategic planning & deployment of branch-level performance reporting systems.
          o Liaising between Financial Advisors and money management firms.
          o Understanding and articulating different investment styles & investment firms to
            Financial Advisors and Morgan Stanley Smith Barney branch staff.
Finance/Administration Internship                                   February 2005-April 2006
Citi Smith Barney, East Lansing, Michigan
      Worked closely with branch management while completing comprehensive and
       analytical assignments including:
          o Creation & analysis of financial spreadsheets.
          o Assisting Financial Advisors with research/stock market data.
          o Construction of branch Profit and Loss reports.
          o Contacting clients and prospects to follow up on prior Financial Advisor
Business/Engineering Internship                                     May 2001-August 2001
General Motors - Lansing Grand River Assembly (Cadillac CTS), Lansing, Michigan
      Collaborated with Engineering department to develop and initiate a plan to reduce weld-
       flare from specific spot-welding robots; producing an increase in weld strength, as well as
       a decrease in time-consuming manual surface de-burring processes by over 75%.
      Researched and implemented a project to effectively train and assist employees of
       General Motors’ Quality Assurance Team in finding and promptly fixing weld problems
       within the Cadillac CTS body assembly process.
Engineering Internship                                             June 2000-August 2000
General Motors - Lansing Car Assembly (Grand Am/Alero), Lansing, Michigan
      Successfully lead research project for purchasing department to determine accuracy and
       utility of precision electrical testing equipment throughout the Grand Am/Alero body
       production facilities.
      Effectively reduced lead-time by 20%, as well as overall cycle time, for parts delivery
       system in the Grand Am/Alero body production facilities. Also researched potential use
       for an experimental carrier tracking system to be used throughout the plant.

Graduate coursework towards an MBA with a concentration in Behavioral Finance
DePaul University, Chicago, IL                    Expected Graduation: December 2011
Bachelor of Arts, Economics                                                      December 2005
Michigan State University, East Lansing, MI
      Additional coursework in General Accounting, Marketing, and Business.
Study Abroad: Natural Science and Cultural Explorations            December 2002-January 2003
U.S. and British Virgin Islands
L.A.M.P. (Lansing Area Manufacturing Partnership)                        August 1999-June 2000
General Motors Professional Education Center, Lansing, MI
      Selected to participate in a dynamic partnership program between General Motors and
       Lansing area schools for acceleration of problem-solving skills, teamwork, and
       professional development.

      Series 7, NYSE/NASD General Securities License.
      Series 66, NYSE/NASD Uniform State Law Examination/Registered Investment
       Advisor Certification.
      CG Analyst of the Year Award, 2009 – Morgan Stanley Smith Barney.
      Special Recognition Award: April 2007 – Citi Smith Barney, Investment Advisory
      City Year Volunteer – Various community projects & annual opening ceremonies
      American Red Cross Regional Blood Donation Center Volunteer

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