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Manager Sales

New York, NY, 10001
August 24, 2012

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**-** **** ******. #* Astoria, NY *1106 917-***-****


The Seaport Group, LLC New York, NY

Portfolio Manager 2010-Present

Member of a group of investment banking professionals who evaluate, analyze and execute distressed-debt sales and


• Conduct comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess

strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.

• Service portfolios with monthly accounting and payment tracking.

• Successfully explain and promote complex financial products to customers.

• Coordinate and participate in portfolio trade due diligence and prepare risk reports.

• Analyze value and cost estimates for trading purchase or sale recommendations.

Pfife Hudson Group New York, NY

Associate 2008-2010

Member of a boutique financial firm marketing and enhancing structured investment products to the global pension and

family office / private wealth investor communities.

• Collaborated with former director of PBGC in targeting underfunded pensions plans for structured longevity product.

• Presented and crafted presentations on products marketed to increase longevity in pension plans.

• Researched and analyzed cash flow models for multi-million dollar voluntary benefit mergers and acquisition deals.

• Utilized strong math and analytical skills to evaluate deal structures and financial capabilities.

• Designed website to promote company and increase exposure to public.

The David E. Bjorkland Fund Siena College, NY

Student Analyst 2005-2006

Selected by Professor of Finance to enroll in a student managed fund and security analysis. The investment objective of the

fund was capital appreciation by investing in companies traded in the US markets.

• Managed a six figure diversified portfolio while specializing in the financial sector.

• Prepared multiple sector and stock reports to monitor daily values and volatility.

• Assessed economic trends and communicated with other sector analysts for optimal return.

• Achieved significant cumulative growth of 23.37% over the course of two semesters.

GE Power Systems Schenectady, NY

Financial Analyst 2004-2005

• Issued purchase orders to various suppliers on a daily basis.

• Researched and resolved discrepant and problematic invoices through various purchasing systems and databases.

• Formulated and ran monthly financial reports.

MVP Healthcare Schenectady, NY

Membership Accountant 2003-2004

• Reconciled accounts on weekly and monthly basis

• Reviewed and corrected erroneous bills through various databases.

• Collected premiums for accounts that defaulted on their contracts.


Computer: Proficient in MS Office, Bloomberg, Reuters, Visio, Oracle, QuickBooks

References: Available Upon Request


Siena College Loudonville, NY

Bachelor of Science, Major: Finance June 2007

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