Manager Management

Jeffrey E. Lunger

**** ****** *****

Hudson, OH *4236

Phone: 216-***-****

E-mail: abh7s3@r.postjobfree.com

Profile

Investment professional with experience in fixed income and equity

securities that is looking for a new challenge with opportunities for

growth.

Detail-oriented, systematic and accurate when working with deadlines

Effective team player with strong interpersonal and written communication

skills

Quick study; enjoy new challenges

Education

B.S.B.A. in Finance May, 2002

John Carroll University, University Heights, Ohio

Level II Candidate in the CFA program

Work Experience

First Place Bank, Warren, Ohio

Investment Manager, 06/08-present

Manage $200 million fixed income portfolio with the Chief Financial

Officer.

Provide analysis for investment decisions and ensure investments comply

with First Place's investment policies.

Ensure appropriate amounts of collateral are pledged to reverse repurchase

agreements, pipeline hedges, and client accounts.

Write the quarterly Other Than Temporary Impairment memo.

Wrote the policies and procedures for credit and concentration risk

management.

Completed numerous ad-hoc assignments such as determining a value for the

warrants issued through the TARP program, helping with the Proxy or helping

to redesign the investor presentation.

Logix Investment Management, Bratenahl, Ohio

VP of Investments and Research, 02/05- 06/08

Increased company profits by taking ownership of the responsibilities of

the Head Trader and the VP of Compliance and Administration since their

respective departures in 2005 and 2006.

Implemented and maintained investment strategy for 70+ portfolios under

management.

Analyzed the 35 industries within Logix's investment universe to ensure the

companies followed continued to meet the screening criteria or found new

companies to add to the investment universe.

Helped successfully lead the company through an SEC audit in 2007.

Participated in marketing presentations with potential and current clients.

Served as client liaison to answer questions, set up accounts, and resolve

any problems.

Wrote the quarterly client letter with the CEO.

Executed trades and performed all back office functions related to trading.

Ensured SEC rules and regulations as well as company policies and

procedures were followed.

Developed and researched a new investment product with the CEO in 2007.

KeyBank National Association, Brooklyn, Ohio

Fund Accountant I, 10/02- 02/05

Performed daily, weekly and monthly valuations of common funds accounting

for and analyzing each fund's activity to derive an accurate net asset

value.

Compiled, reconciled and completed 3 annual financial reports containing

balance sheets, income statements and statements of net assets for 2003,

2004, 2005.

Audited co-workers' daily, weekly, and monthly valuations.

Processed participant trades as well as allocated income and gains/losses.

Computer Skills

Bloomberg, TPG, E-folio

MS Word, Excel, Power Point

Axys, Dataport, Future Trade, Online Broker Trading Platforms

Contact this candidate