Financial Sales

Marshall

D.

Hargrave,

II

*** *.

*nd

Ave.

Columbus

OH

43201

(t)

704-

472-

3018

**********@*****.***

Work

Experience

Bridgewater

Investments,

LLC

Columbus,

OH

&

Boone,

NC

Managing

Partner

&

Registered

Investment

Adviser

Representative

June

2008 August

2012

Registered

investment

advisory

company

advising

individuals

and

businesses

on

public

market

securities,

private

market

investments,

•

idea

development

and

corporate

finance

issues.

Conduct

security

research

and

public

market

research

for

ad-

hoc

analysis,

asset

allocation,

portfolio

construction

and

optimization.

•

Consult

startup

and

growing

companies

on

growth

opportunities,

idea

development,

and

financial

infrastructure,

M&A

due

diligence

and

•

market

analysis.

Advise

private,

public,

venture

capital

and

real

estate

private

investment

funds

on

setup

and

investment

suitability.

•

Lioncore

Fund,

LP

-

Proprietary

public

market

private

investment

fund

managed

by

Bridgewater.

Hedge

fund

structure

focused

on

global

investing

and

value

investing

methodologies.

•

Alpha

Fund,

LP

-

Proprietary

private

market

private

investment

fund

managed

by

Bridgewater.

Venture

capital

structure

focused

on

angel

and

seed

round

investments.

Focused

on

healthcare,

education

and

financial

•

services

sectors.

Wetradetogether

Corporation

New

York,

NY

CEO

January

2012 August

2012

Internet

startup;

financial

social

network

focused

on

empowering

individual

investors

through

social

trading

and

strategic

tools.

•

Oversaw

business

development,

sales

and

marketing

and

budgeting.

Actively

raised

capital

for

third

round

of

outside

capital

and

•

conducted

analyses

on

company

metrics

and

financial

projections.

Northwestern

Mutual

Financial

Network

New

York,

NY

2008

Financial

Representative

Performed

capital

budgeting

and

financial

analysis

for

long-

term

investments

and

capital-

intensive

projects

for

businesses.

•

Analyzed

personal

and

business

financial

needs,

leading

to

recommendations

on

financial

planning,

optimal

asset

allocation

and

•

investment

proposals.

Bowden

Investment

Fund

Boone,

NC

2008 2009

Energy

Analyst

Conducted

research

on

domestic

and

international

outlook

for

energy

and

natural

resource

consumption,

as

well

as

research

on

energy

•

and

commodity

related

securities.

Other

Ventures

Co-

founder,

Capital

Funding,

LLC

(minimum

to

no

participation

currently)

August

2010 Present

•

Heavy

equipment

leasing

and

lending

business,

focusing

on

sub

$50,000

operating

leases.

•

Reviewed

financial

information

and

tax

documents

of

potential

customers

to

ensure

suitability.

•

Co-

founder,

Hargrave,

Cecile

&

Co.

(minimum

to

no

participation

currently)

August

2010 Present

•

Residential

real

estate

rental

company,

operating

in

the

single

family

/

single

unit

market.

•

Construct

various

financial

models

for

valuing

real

estate

development

projects

and

rental

properties.

•

Founder,

Northstone

Capital,

LLC

(minimum

to

no

participation

currently)

September

2009 Present

•

Consumer

lending

and

leasing

business,

with

a

focus

on

sub

$25,000

unsecured

loans.

•

Utilize

previously

developed

consumer

credit

model

and

portfolio

loss

model

to

determine

possible

loan

losses.

•

Business

and

Finance

Education

Appalachian

State

University,

Walker

College

of

Business

Boone,

NC

2009

Bachelor

of

Science

in

Business

Administration,

Finance

Major

GPA,

3.9/4.0

•

Cumulative

GPA,

3.7/4.0

•

Chartered

Financial

Analyst

Institute

2012

CFA

Level

2

Exam

Candidate

Financial

Industry

Regulation

Authority

2010

Uniform

Investment

Adviser

–

Series

65

Contact this candidate