DONA BLACK Charlotte, North Carolina

acgnlo@r.postjobfree.com ? Cell 704-***-**** www.linkedin.com/in/donathompson1

SUMMARY OF QUALIFICATIONS

Experience investment sales and service associate with over 11 years experience with retail and institutional clients

Skilled in developing and building value-adding relationships with internal and external customers

Pursuing both an MBA and Math Finance degree to further enhance analytical and quantitative skills

EDUCATION M.B.A. and M.S. Mathematical Finance December 2014

University of North Carolina @ Charlotte Charlotte, North Carolina

B.A. ? Mathematics May 2012

University of North Carolina @ Charlotte Charlotte, North Carolina

Magnum cum laude

EXPERIENCE LICENSED PERSONAL BANKER 2007 ? 2011 Wells Fargo Bank Rock Hill, South Carolina

? Utilized consultative sales approach to provide banking, lending and investment solutions

? Managed and resolved sales and service requests

? Generated $9 million in deposit assets, 642 new accounts, $5 million in loans

INVESTMENT BANKING ASSOCIATE 2005 ? 2006

Powell Capital Markets Roseland, New Jersey

? Ascertained debt funding and restructuring requirements for municipalities and school districts

? Structured municipal bond transactions in accordance with savings and budgetary constraints

? Modeled debt service schedules utilizing Excel

? Participated in calls with Moody's Investors Service to determine credit ratings for transactions

INVESTMENT REPRESENTATIVE 2004 ? 2005

Merrill Lynch Edison, New Jersey

? Provided investment products and services to municipalities, school districts and individuals

? Conducted marketing campaigns which targeted small business owners and executives of

municipalities, banks and credit unions

INSTITUTIONAL INVESTMENT REPRESENTATIVE 2001 - 2004

Multi ? Bank Securities Pleasant Ridge, Michigan

? Provided fixed income products to municipalities, banks, credit unions and school districts

? Developed and managed a fixed income portfolio of over $20 million dollars

? Acquired new client relationship via cold calls, client visits, and participation in trade shows

COMPUTER C++, MATLAB, EXCEL, WORD, POWERPOINT

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