Manager Years Experience

Samuel J. Yake

** ********* *** *****, ** ***** Telephone: 610-***-**** Email: ******.****@*******.***

Summary of Qualifications

• Over twenty years experience in reading/interpreting corporate financial statements income statement, balance

sheet, statement of cash flows.

• Broad knowledge in accounting, economics, and finance.

• Strong ability with logic and mathematics and extraordinary factual recall.

• Self-motivated, resourceful and willing to accept the challenges of a demanding role.

• Quick and eager learner with excellent verbal and written communication skills.

• Completed the following FINRA series 7, 24, 63, 86 and 87.

• Strong work ethic and excellent spirit of teamwork.

• Proficient with QuickBooks and MS Office, especially Excel, Word, PowerPoint and Publisher.

Education

• BS in Accounting and Minor in History, Villanova University, 1992

GPA: 3.94/4.0

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Summa Cum Laude (with highest honor)

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• Juris Doctor of Law, Villanova University School of Law, 1995

Cum Laude (with honor)

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Member of Villanova Law Review

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Passed Pennsylvania bar exam (1995)

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Professional Experience

Personal Manager/Accountant for Investments/Rental Properties August 2012 Present

• Use QuickBooks to track accounts payable, accounts receivable, tenant information, etc.

• Use MS Excel to account for complex stock trading activity and track financial gains/losses.

• Prepared detailed tax filings.

Mutual Fund Investment Analyst, Aegis Value of BGB Securities, December 2007 – December 2008

Investment Research Analyst, BGB Securities, December 2008 - July 2012

• Evaluated various portfolios and analyzed mutual fund performance.

• Identified attractive securities through reading/interpreting corporate financial statements and other rigorous

fundamental research.

• Meetings with covered companies’ management (CEO and/or CFO) to elicit detailed information for clients.

• Daily interactions with clients/potential clients to discuss issues relating to research work.

• Using in-depth accounting knowledge, constructed detailed financial models to estimate future performance of

covered companies.

• Successfully researched a broad range of stocks and bonds across several industries, including restaurants, retailing,

broadcasting, consumer products, industrial goods, conglomerates, etc.

• Research work was recognized through five separate appearances on CNBC to discuss individual companies, an in-

depth interview with The Wall Street Transcript, and other print media articles.

Owner of Rare Book Business 1995- November 2007

• Managed a profitable business focused on rare books while achieving high customer satisfaction.

Private Investor/Investment Consultant 1992 – November 2007

• Developed a strong passion for accounting, economics, and finance as applied to investment analysis.

• Accumulated in-depth experience reading/interpreting corporate financial statements.

• Active participant at over 1,000 shareholder meetings (including submission of shareholder proposals).

• Successfully advised numerous individuals in managing their investment portfolios.

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