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, Dean’s 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 2005–Jun 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
•	Tomorrow’s 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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