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Edward Jones Investments Employee/Recent College Graduate

Location:
Coplay, PA, 18037
Salary:
Negotiable
Posted:
August 08, 2013

Contact this candidate

Resume:

JOHN M. LAUB

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

Coplay, PA *****

Cell: 610-***-****

Email: ****.*****@*****.***

Experience:

Edward Jones Investments, On-Call Branch Office Administrator/Branch Intern (Richmond, VA - 2012)

• Worked alongside Regional Leader/Financial Advisor of Area 44 Mark Mellon and Financial Advisor Kenneth Hopkins

• Led and completed various branch projects including creating Traditional IRA proposals for clients, creating Wordpower documents, gathering

FINRA Suitability information, assisting in Kenneth Hopkins’ door knocking/prospecting process, and other projects that required extensive

work with Joneslink and the Communication Screens

• Was offered position in the Edward Jones Financial Advisor Career Development Training program at the conclusion of the internship

University of Richmond, Lowe’s Companies Inc. Company Valuation Project (Spring 2012)

• Individually completed valuation of Lowe’s Companies Inc. using the Free Cash Flow Model and Economic Profit Model

• Gathered historical financial information dating back to 2001 and used annual reports from this time frame to fine NOPLAT, Invested Capital,

ROIC, and WACC while projecting financials in the future for LOW by finding correlations in revenue growth and GDP growth along with

other financial statement assumptions.

• Calculated Equity Value per Share to be quite lower than where LOW was being traded

University of Richmond, Stock Report and Industry/Economic Analysis (Fall 2012)

• Completed Economic Analysis including GDP Growth, Inflation, Interest Rates, Housing, Consumer Spending, Sovereign Debt,

Unemployment, and the US Dollar and its impact on the Sporting Goods Stores Industry in conjuncture with analyzing Dick’s Sporting Goods

(DKS) stock

• Used Bloomberg Terminals, Morningstar, IBISWorld, and other financial databases in order to complete the various types of analysis listed

above on DKS including reviewing their annual report, SWOT analysis, analyst reports, technical analysis, trend ratio analysis, beta analysis,

and completed P/E Valuation and FCF to Equity Valuation

• Issued a MODERATE BUY rating for DKS stock in this report

University of Richmond, Group Investment Project (Fall 2012)

• Completed investment project that included creating a fictional Investment Company and creating a portfolio based on Economic

Analysis, Industry Analysis, Stock Analysis, application of stock screens, allocation percentages, valuations, and stop-loss prices

• Used Bloomberg Terminals, Morningstar, IBISWorld, and other financial databases in order to complete the various types of

analysis listed above

• Allocated funds to five different stocks in order to create a portfolio that met goals including emergency cash flow needs, meet

long-term needs under an aggressive growth strategy, and to outperform the Russell 2000 Value Index by 3% Year over Year

University of Richmond Summer Camps and Conferences, Operations Manager (2011)

• Led a team of 6 individuals to serve as resources for individuals involved in camps and conferences held at the University of Richmond

• Frequently communicated with University Department Chairs ranging from the Director of Events, Conferences, and Support Staff to the

Executive Assistant to the President of the University of Richmond in order to provide an excellent overall experience for clients

University of Richmond Summer Camps and Conferences, Student Manager (2010)

• Served as a resource person, in collaboration with a group of six individuals for clients and guests to provide assistance, information,

direction and answers in a professional and positive manner.

• Worked with financial records such as invoicing, revenues, and verifying charges with high degrees of accuracy and efficiency.

University of Richmond Varsity Football Student Athlete (Fall 2008-Fall 2012)

• Voted 2012 Team Captain

• 45 + hour per week time commitment

• Colonial Athletic Association League Champions 2012/2009

• National Champions, Division I FCS 2008

Education:

University of Richmond - B.S.B.A. Graduated December 2012

Robins School of Business: Ranked 8th nationally among undergraduate business programs and 4th in academic quality by Business Week

2013.

Major: Business Administration - Finance Concentration

Cumulative GPA: 3.58

Honors and Awards

Member of the Golden Key International Honour Society

• Global Honor Society for collegiate academic excellence to individuals in the top 15% of their graduating class

Dean’s List, University of Richmond (Fall 2009-Spring 2012, 5 Semesters)

Graduated Cum Laude from the E. Claiborne Robins School of Business

CAA Football Academic All-Conference (2009, 2010, 2012)

Technological/Other Skills

Highly Proficient with using all Microsoft Office programs

Moderately Proficient in Speaking, Reading, and Writing Italian



Contact this candidate