MARK P. MICHEL
Current Address
Brooklyn, NY 11217
acbz77@r.postjobfree.com
EDUCATION
A. B. Freeman School of Business New Orleans, LA
Tulane University May 2002
Bachelor of Science in Management
Major: Finance
Freeman GPA: 3.14 (19 courses) Finance GPA: 3.22 (6 courses)
Burkenroad Reports, A. B. Freeman School of Business
New Orleans, LA
Equity Research Analyst
Sept. 2001-Dec. 2001
Nationally recognized securities research program. Worked with a team to
interview management, conduct industry and business analyses, produce cash
flow and earnings models and publish an investment research report.
EXPERIENCE
HAP Capital LLC (Formerly PFTC Trading, LLC)
Trading Assistant
Feb. 2009-
Nov. 2010
Research and Trade Support Associate
July 2006-Jan. 2009
Performed Morning Reconciliation on all trades and positions. Traded stock
to hedge option deltas. Performed VWAP analysis on stock trades. Liaised
with clearing firm and opposite parties on trades. Managed portfolio risk
by using CME SPAN (Standard Portfolio of Risk) software and moving
positions between accounts. Provided support to index option and stock
option traders by forecasting company specific earnings and dividend dates
for proprietary derivatives pricing model. Performed company research in
financial and homebuilding sectors by reading sell side research reports,
listening to conference calls, reading SEC '33 Act filings and company
press releases. Tracked key economic events that impact US markets as well
as catalysts that effect individual securities. Performed clerking duties
at American Stock Exchange when required. Reviewed broker trades for
billing errors and inconsistencies. Entered morning assignments and end of
day exercises into our trading platform for reconciliation purposes.
Investigated discrepancies with brokers and reconciled them. Conducted
fair value and yield curve calculations for index option trading.
Axa Advisors
New York, NY
Marketing Associate
Feb. 2004-July
2005
Sales Assistant
Oct.
2003-Jan. 2004
Met with prospects and existing clients to create individualized investment
recommendations. Executed trades, created portfolio summaries and
consolidated 401Ks for clients. Processed life insurance, brokerage, and
annuity applications and ran life insurance proposals. Assisted in
marketing. Well versed in Morningstar, NetExchange Pro and Methuselah.
SKILLS
NASD Licenses: Series 7, Series 63, Life and Health Insurance, Variable
Life (all have expired but were held previously)
Computer: Microsoft Windows XP, Word, Excel, PowerPoint, Lotus 123,
Morningstar, NetExpro, Axa Advisors Workstation, Bloomberg
Foreign Language: Working knowledge of Spanish