Manager Management

Jason Stefanov

**** ***** **. ** * Pittsburgh, PA 15203

Mobile: 724-***-**** *************@*****.***

Career Focus – Financial, Quantitative, and/or Business Analysis

Highly motivated individual with experience in the financial services industry backed with a well rounded education in all aspects of

business, including a Master's Degree from Creighton University, formerly Series #7 and #66 Licensed.

Education

Carnegie Mellon University - Current - ATFP Certificate Program

• Current Course: Investment Analysis

Creighton University 2010-2012 Omaha, NE - Master’s of Science - Security Analysis and Portfolio Management

• Related coursework includes quantitative analysis (statistics), international accounting (financial statement analysis), economics,

alternative investment analysis, and portfolio management.

Seton Hall University 2003-2007 South Orange, NJ - Bachelor’s of Science – Sport Management

• Recipient of an academic university scholarship.

Summary of Skills

• Competent with Financial Statement Analysis, GAAP v IFRS, and SOX

• Comfortable communicating with all levels of management

• Very competitive, always looking to learn and take on more responsibilities while solving problems using innovative/creative solutions.

• Highly experienced with portfolio allocation master applications, trading systems, CRM, ERP, data extraction, VLookUp, IF function

analysis, and pivot tables.

• Able to learn quickly and meet project deadlines while exhibiting great performance within competitive, time sensitive

environment.

Professional Experience

The Idea List Jun 2012 – Present

Associate (part time)

• Conducted meetings with Carnegie Mellon’s technology transfer department regarding taking their engineers and scientists products

to market.

• Assisted in the production of sales presentations with respect to product’s first round of funding.

• Met and interviewed with current experts in the field where we projected our products going to market.

• Provided budget recommendations and allocation of new monies coming into the firm.

Bank of NY Mellon - Wealth Management

Sr. Associate, Financial Application Production Support Oct 2010 – Jun 2012

• Responsible for the knowledge of various technology infrastructures, and how software/hardware changes impact daily operations of

a wealth management going concern.

• Act as an intermediary between our application developers, systems administrators, and portfolio managers to enhance our end

product.

• Manage open trading systems issues internally, with customers, and with vendors.

• Serve as a point person to my team regarding trading applications, portfolio allocations, accounting applications, and

the securities industry.

• Analyze and troubleshoot current trends within our applications in order to anticipate technical issues impacting wealth management.

• Research, test, and implement strategies with our business line to improve our current wealth management applications.

PNC Investments, LLC – Retail Investment Services

Sr. Investment Representative Nov 2008 – Oct 2010

• Responsible for proper analysis of client and financial advisor requests regarding the trading of securities (stocks, mutual funds,

options, bonds, etc) with respect to the portfolio in question.

• Served as an intermediary between clients and their financial advisors looking to grow business.

• Accountable for answering questions from our advisors relating to our allocation masters and trading strategies.

• Able to solve problems effectively and implement processes so they would not occur for our traders in the future.

• Experienced with legal documentation and tax forms such as Form 1099, Reg 9, letters of intent, trust agreements, non-compete

agreements, first right of refusals. Also have a working knowledge of GIPS standards.

Parking Productions, Inc. – Management

Event Manager Feb 2006 – Jun 2007

• Scheduled and managed teams anywhere from 3 to 25 employees.

• Implemented a bar code system for all event inventories using Wasp Barcode Technologies.

• Collected all outstanding payments due at the night of the event.

• Scouted the area of the event so attendants could efficiently enter and exit the event in a safe and timely manner.

New Jersey Nets Basketball, LLC – Operations

Game Day Operations Assistant Oct 2006 – May 2007

• Responsible displaying all of the general/mandatory signage and marketing materials owned by the NJ Nets before the event.

• Demonstrated marketing skills by properly determining the best visible place to display new signage, advertisements, and

promotional items.

• Was relied on to keep an open schedule for any events or situations that would require my assistance in maintaining the upkeep of

the Continental Airlines Arena, or anywhere in the metropolitan area that the New Jersey Nets would be holding an event .

The Barish Fund, LLC - Private Equity Analysis

Equity Research Intern Sep 2004 – May 2005

• Provided financial statement analysis support for the company’s directors, with EBITA levels being between $2 million to $6 million.

• Voiced opinions and concerns related to early stage frontier market opportunities during the due diligence process.

• Assisted in the preparation of sales materials to prospect and close new business for the firm.

• Performed various administrative tasks when needed (e.g. scheduling, following up with clients, and producing internal office reports).

DNA Ventures, LLC – Business Development

Demographic Research Intern Dec 2003 – May 2004

• Researched the demographics of Manhattan’s residents to determine if a private business club was a feasible start up for the Venture

Capital Directors

• Charted locations where similar competing service businesses were located to determine if there would be a potential competitive

advantage in a certain area of Manhattan.

• Met directly with the funds investors on a weekly basis to go over potential locations for the business.

• Still continue to provide ideas and opinions with David Lopez, former director, regarding new business.

Corporate Accomplishments

Service Volume - Bank of NY Mellon

• Responsible for completing over 25% of my group's service volume for the 1st and 2nd quarters of 2011 (these were the first

and last service numbers that were reported in my current position within my group of 5)

Manager Training - Bank of NY Mellon

• Helped train Portfolio Managers (CFAs, CFPs, CTFAs, etc) in early 2011 with respect to the release of our new internal trading

application, "LVTS 2010".

Application Analysis and Support - Bank of NY Mellon

• Responsible for helping roll out and supporting MS Outlook and Windows 7 to the entire wealth management division.

Employee of the Month - PNC Investments, LLC

• Named employee of the month, December 2008, for my ability to learn and contribute to the department, albeit only being with the

department for one month.

References

Jennifer Arva Plasko – Manager, Bank of NY Mellon – 412-***-****

Joyce Sullivan - Vice President, PNC Investments, LLC. - 412-***-****

David Lopez - Consultant: Event Marketing and Brand Experience AMC Television - 917-***-****

Thomas J. Smith – Former (Retired) President TJS Mining, Inc - 724-***-****

Lewis Gibbons - Operations Manager New Jersey Nets, LLC - 201-***-****

Nick Stefanov – Former Director, The Barish Fund. Current Director, The Idea List 412-***-****

Contact this candidate