Stephen Roskowski

acdxo2@r.postjobfree.com

407-***-****

**** ******** ***

Oviedo, FL 32765

Applicable Skills/

Certifications: Passed Level I of the CFA exam

Advanced proficiency in Microsoft Excel, Word, and PowerPoint

Bloomberg Professional Service Certified

Intermediate proficiency in Mandarin Chinese

Passed the HSK 4

Participated in Bloomberg Aptitude Test

Scored in the top 1% of over 25,000 test takers worldwide

BAT sections include valuation, global markets, financial statement reporting and analysis, economics, and corporate

finance

Participated in Financial and Commodity Trading Simulation, FACTSim

Utilized real time futures and option quotes for hedging and speculation

Professional

Experience Convergex Group July 2013-February 2014

International Equity Operations

Allocated international equity trades for large institutional clients as requested

Fielded clients requests on global market issues and trade commissions

Performed multiple simultaneous tasks in a fast paced environment

University of Florida Student Investment Fund- Equity Research/Valuation Fall 2008-Spring 2011

Founding member and consumer discretionary/staple sector director of student managed investment fund

Generated positive risk adjusted returns that prompted a $250,000 investment from the University of Florida Endowment

Devised allocation thesis based on global and domestic macroeconomic climate

Performed relative valuations as well as dividend and multiple stage discounted cash flows to determin e attractive value

Pitched large cap domestic equities with a fundamental, value investing methodology and technical timing

Led four sector analysts to communicate framework and economic perspective to fund members

Business Finance Teaching Assistant January 2010-May 2011

University of Florida, Warrington College of Business Administration

Served as liaison between professor and new business finance students regarding complicated finance material

Mentored students and evaluated discussion boards on financial topics as well as a valuation project

Discussed investment techniques and strategies involving derivatives and alternative investments

Discussed crucial global macroeconomic conditions as they affect the United Stat es economy and investments

Wells Fargo Advisors Intern, Germano Capital June 2010-August 2010

Performed equity and mutual fund research for client investment portfolios

Developed systematic valuation model for presentation to clients

International

Experience: The Center for Teaching and Learning in China- High School English Teacher August 2012-June 2013

Taught approximately five hundred Shenzhen high school students spoken English and grammar

Gained a deeper understanding of Chinese culture, educational system, and economic structure

Further improved standard written and spoken Mandarin proficiency

3ACredit Intern- Shanghai, China May 2009-August 2009

Aided in the marketing and promotion of international finance forum to be held in Chengdu

Learned ins and outs of Chinese business environment, working capital management and basic econometrics

Education Bachelor of Science in Business Administration- Finance Concentration May 2011

Warrington Finance Scholar

University of Florida, Warrington College of Business Administration GPA: 3.36

Minor in East Asian Languages and Cultures- Chinese Concentration

University of Florida, College of Liberal Arts and Sciences

Relevant Courses: Business Finance, Equity and Capital Markets, Debt and Money Markets

Financial Management, Managerial Economics, Real Estate

Financial Accounting, Managerial Accounting

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