Objective: Enables me to work nights and weekends
| Work Desired: | Part Time |
| Citizenship: | US Citizen |
| Resident Of: | State: New York - Area Code: 212 |
| Willing To Relocate: | No |
| Posted By Candidate: | 01/18/10 |
| Experience: | More than 3 years of work-experience |
| Technical Skills: | , Project Management |
| Work Experience: | |
EDUCATION
THE GEORGE WASHINGTON UNIVERSITY
Washington, D.C.
B.A.: Political Science & Public Policy; Minor: Spanish Language & Literature
Sept 2002 Dec 2005
Pi Sigma Alpha Honor Society, National Collegiate Scholar, Deans List
2005.
PROFESSIONAL EXPERIENCE
INTERNATIONAL STRATEGY & INVESTMENT, INC.
New York, N.Y. Associate, Mutual Fund Sales &
Investment Management Jan 2006 Present
Manage and cultivate relationships with financial advisors and investment
managers by distributing ISI research and addressing investment concerns. Provide
proprietary economic data and sales support services to over 400 advisors to
promote mutual fund sales.
Improve marketing outreach by introducing new web based campaigns and by
creating and maintaining the ISI Funds website, which assisted in additional
sales in 2008 up 10% from 2007.
Assist in publishing monthly emerging markets government bond investment
allocation report. Work with portfolio manager in researching and drafting a
research piece for a Japanese institutional firm on 18 emerging economies. (The
EM Fund was launched in Japan in 2007 and has grown to $2.2billion in assets over
the course of two years.)
Present weekly fund performance analysis to portfolio manager and quarterly
performance analysis to board of directors. Compare ISI mutual funds to peers,
assess rankings, and develop sales and investment strategy.
Update and negotiate Agency Distribution Selling Agreements to enforce FINRA
compliance and fee structures for ISI Mutual Funds.
Back up trader for fixed income trades in both domestic and off-shore accounts
total assets under management $1.5B.
UBS FINANCIAL SERVICES, INC. Washington, D.C. Summer Intern,
Private Wealth Management
Jun-Aug 2005
Assessed prospective investment strategies.
Updated money manager information utilizing Morning Star and Zephyr software.
Assisted with the management and presentation of client portfolios.
Participated in bi-weekly seminar to gain exposure to market products and
Bloomberg training.
METRO MAIDS, INC. Washington, D.C.
Small Business Owner Aug 2005Jun 2006
Founded small online based business specializing in affordable and customized
residential cleaning services.
Promoted services on campus and in D.C. Metro area.
Achieved a breakeven with operating experiences of $3k with over a dozen
working contracts.
U.S. SENATE: OFFICE OF SEN. JON CORZINE
Washington, D.C
Summer Intern, Capitol Hill Sept 2004 Jan 2005
Conducted policy research and produced reports on current events utilizing
CRS.
Drafted replies to constituent inquiries.
Attended legislative briefings and committee hearings and wrote summary
reports for staff
Guided Capitol Tours for school groups and tourists.
LICENSES AND CERTIFICATIONS
Securities Licenses: Series 3, Series 7, and Series 63. 2007
New York Institute of Finance: Fixed Income Markets Certification 2006
LEADERSHIP ACTIVITIES AND SKILLS
Management Leadership for Tomorrow MBA Preparation Program: Fellow
2009-Present
Tomorrows Business Leaders: Teacher at Manhattan Business Academy
2009-Present
Grand Central Food Program: Mobile Soup Kitchen Volunteer
2007-Present
The George Washington University GWU Admissions Office: Alumni Interviewer
2006-Present
Hopes for Heroes: Event Committee Volunteer .
2006-2007
Interests: Mixed Martial Arts, Boxing, and Photography.
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