Sales Management

Michal Kowalczyk

Education Kent State University

Bachelor of Business Administration Dec 2011

Concentration in Finance GPA 3.57

CFA Level I - Dec, 2012

MS Excel, MS Power Point, MS Word, Geneva, Bloomberg

Terminal, CRM, Financial Modeling Language: Fluent in Polish

Financial Analyst March

2012- Current

CitiGroup - Hedge Fund Services - Jersey City, NJ

. Responsible and accountable for allocating P&L performance of

hedge funds portfolios

. Assisted in creation of client portfolio statements and

records and NAV calculations for clients

. Administered continuous cash trade reconciliation

procedures for fund investment purposes

. Remained in contact with brokerage and trade support to

resolve settlement cash trade issues in a timely manner.

. Accumulated and tracked investor activity by funds profit and

loss and investor fees to each investor

. Calculated various financial returns on daily & monthly data

and other adhoc client requests.

Trade Support Analyst Jan

2012 - March

Alpari -US LLC- New York, NY

Planned, developed, and implemented efficiency and accuracy

all aspects of trade reconciliation

using various MS Office products on day to day bases

. Conducted analysis on trade cash exposure of major

currency pairs

. Resolve trade disputes errors with counterparties to ensure

business is adequate

. Focused on improving quality of information, integrity of the

systems and understanding of reports

Wealth Management Intern Sept

2011- Dec 2011

UBS -Wealth Management. -Cleveland, OH

. Liaise with upper-management on advance planning

Tracked advisers performance, transfers and client

allocations

. Assisted with research of client accounts, paperwork, sales

preparation in efficient manner

. Constructed the Supernova project

Intern as FX Sales Broker Summer

2011

FXDD - New York, NY

. Generated sales leads and built a client base in a high

pressure performance based environment to maximize company

profitability

. Educated clientele on forex markets and Fxdd value

. Communicated with senior management regarding individual

sales and performance activity reports

. Developed and maintained sales materials and current product

knowledge

Intern for Sales & Trading Program

Summer 2011

J.H. Darbie & Co. - New York, NY

. Researched asset allocation strategies designed to help manage risk while

pursuing various long-term

financial goals via upside participation and downside

protection

. Provide analysis of market conditions by gathering key data, analyzing

trends, creating reports, and

offering comprehensive evaluations to management.

. Prospected for high net-worth individuals and determined their

eligibility for investment strategies

. Worked with technical analysis and financial analyst with understanding

of financial statements

Kent State University, Kent Ohio

. Financial Management Association, 2010-2012

. Investment Portfolio Organization 2010-2012

. Football team, 2009-2010 .Wrestling team, 2008-2009

o 2x Student/Athlete MAC Award

. 201-***-**** . Garfield, NJ. . ********@*****.*** .

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