Manager Sales
Resume:
Cory S. Krebs, CFA
Pittsburgh, PA 15228
*******@*******.***
OBJECTIVE To obtain a position in the investment industry where I can
apply the analytical skills and financial knowledge I have
gained through my education and work experience.
WORK Cookson, Peirce & Co., Inc, Pittsburgh, PA
2003-Present
EXPERIENCE Sr. Vice President
( Co-manage nearly $500M in client assets in three distinct
equity strategies.
( Produce weekly, monthly, quarterly and annual market
narratives for distribution to internal and external
recipients.
( Coordinate sales and marketing efforts to institutional
clients by producing and conducting small and mid sized
presentations in locations primary along the East Coast.
( Responsible for all aspect of performance calculations
and firm wide compliance with GIPS standards.
Mellon Financial/Laurel Capital Advisors, Pittsburgh, PA
1998-2003
Investment Officer: Head Equity Trader, 2002-2003
( Supervised the daily trading and account management
activities of four Equity Traders.
( Assisted in new product development, manager due
diligence, and operational improvement initiatives.
( Responsible for all aspects of block order trading from
execution to technology.
( Conducted human resource duties including hiring,
training, scheduling and evaluating.
( Continued to perform all Equity Trader functions.
Equity Trader, 1998-2002
( Managed 6000 Smith Barney mediated accounts totaling $1.4
billion to ensure
compliance with the Laurel Capital Advisors model
portfolios.
( Executed equity trades on the NYSE and NASDAQ exchange
through broker-mediated
relationships to invest client assets in the Laurel
Capital Advisors model portfolios.
( Assess client issues with brokers regarding Laurel
Capital investment strategies and
their impact on portfolio performance.
Federated Investors, Pittsburgh, PA
1998
Control Specialist
( Calculated and distributed monthly commissions for non-
proprietary mutual funds.
( Accrued and verified dividends for daily and monthly
accruing mutual funds. ( Initiated
payment of 12b-1 fees after appropriate calculations.
( Filed daily NSCC payment verification and initiated
procedural changes to automate
the process.
American Express Financial Advisors, Pittsburgh, PA
1997
Personal Financial Advisor
( Performed individual case analysis through forecasting
and modeling.
( Developed and serviced new and existing client accounts.
( Designed investment, retirement, and estate planning
strategies to assist clientele in
goal achievement.
( Conducted preliminary client interviews to assess
suitability standards.
EDUCATION CFA Institute
2007
CFA Charterholder
University of Pittsburgh, Pittsburgh, PA
2000-03
Katz Graduate School of Business
Master of Business Administration
Curriculum Concentration in Investment Finance
GPA: 3.5/4.0
University of Pittsburgh, Pittsburgh, PA
1992-96
Bachelor of Arts in Economics
GPA: 3.25/4.0
COMPUTER ( Proficient with equity trading and portfolio management
applications such as APL, Bridge, Barra,
SKILLS Bloomberg, Centerpiece, Market Street
Advisors and Telemet Orion
( Knowledgeable in Microsoft Office software, including
Word, Excel and PowerPoint.
HONORS ( Member of the CFA Society of Pittsburgh.
and ( Member of the Pittsburgh Stock and Bond Association.
AFFILIATIONS ( Achieved Dean's List status throughout undergraduate and
graduate studies.
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