Management Sales

J. Andrew Newsom

** ****** ****** **** * San Francisco, CA 94114 (mobile) 415-***-****

(email) *.******.******@*****.***

Summary of Qualifications

A seasoned finance professional with progressive experience in many lines

of business. Broad exposure to financial and business systems. Strong

experience in:

Financial Analysis and Modeling

Vendor Relationship Management

Client Relationship Management

Excel Power User

Strategic Planning

Trade Databases

Systems Project Management

Business Development

New Client Processing

Trade Operations

Team Building

Accounting Operations

Education

MBA, Dean's List, Finance, University of San Francisco, 2009

BA, History, Cornell University, 2000

Skills

Essbase, Business Objects SRC Budget System, AS400, ADP

Lightspeed, Salesforce.com, SQL, Bloomberg, Advent,

Lehman Live, EVestment Alliance, Zephyr Style Advisor,

EZECastle, CheckfreeAPL, EDGAR, Mobius,

Frontier Analytics, Betalink ILX, Visual Portfolio Manager,

Wall Street Office, SAP, Oracle, Visio,

Microsoft Office and Project, Quickbooks

Relevant Experience

Union Bank San Francisco, CA

Jun 2010 - Nov 2010

Contract Financial Analyst - Institutional Services

Revised macros to produce forecast input templates for

business managers of Institutional Services

Rebuilt financial performance reporting models based on a

flexible vlookup structure to better manage a

difficult connection to batch files from the budget

system that change format occasionally

Produced monthly deposit concentration reporting for

relationship management

Produced financial performance reporting and covered variance

analysis for managers across the entire

business group.

Managed quarterly forecasting process for a business line

generating over $100,000,000 in revenue.

Assisted in revisions and updates of the finance module of

the credit model for counterparty credit analysis of

all broker dealers with whom Union Bank does capital

markets business.

Assisted on internal audit deliverables for revised broker

dealer credit analysis to conform to Basel II requirements.

Revised modeling and reporting to include quality control

tools.

MKG Capital Management San Francisco, CA

Mar 2010 - Present

Marketing Consultant

Built marketing plan for a Registered Investment Advisory

firm in reorganization

Wrote and edited biographical abstract

Produced Powerpoint pitch deck and elevator pitch for a new

product

Drove networking initiatives

Executed sale initiatives

Wells Fargo Bank San Francisco, CA

Nov 2008 - Oct 2009

Project Management Reporting Analyst - Asset Management

Group

Managed and tracked integration action items and analysis for

Wells Fargo's mutual fund company and

Wells Capital, comprising a business line of

$500,000,000,000 in AUM and 2000 FTE

Tracked integration and bridging of portfolio accounting,

trading, data warehouse, stock loan and

compliance systems

Coordinated and assisted in the creation of a preliminary

business review for all business groups

in the combined asset management businesses of Wells Fargo and Wachovia

Managed and executed integration related deliverables from

the Asset Management Group to Wells Fargo

Wholesale Banking Merger Program Office.

Wells Fargo Bank San Francisco, CA

May 2008 - Oct 2009

Analyst

. Executed research, valuation, due diligence,

and letter of intent on $75 million acquisition

. Researched and performed quantitative and

qualitative analysis of institutional asset

management firms for

potential acquisition, reporting to Wells Capital Director

of Strategic Acquisitions

. Prepared executive summaries of research data and investment

banking teasers and pitch books

on potential acquisition candidates.

. Led analysis of alternative asset management firms;

research of investment strategies including

derivatives and Collateralized Debt Obligations

. Created and streamlined varied valuation models into

a template functional for multiple end-users

. Analyzed financial statements to perform multiple

valuations under various deal structures

. Performed ad hoc research assignments using Bloomberg

as well as web based vendors

. Trained and assisted on FP&A systems and processes

with Asset Management and Western Regional Banking

finance teams.

. Executed expense forecasting, Essbase and GL data

pulls, AU allocation of expenses, variance analysis

Argent Financial Group Chapel Hill, NC

Oct 2005 - Mar 2006

Contract Trade Operations Specialist

Generated operations deliverables for multiple Hedge Funds

ranging from $2.5 Billion to $10 Billion

AUM

Executed account reconciliation between portfolio accounting,

prime brokerage, and The Street

Verified and resolved trade breaks

Reconciliation of margin and loan rebates, derivatives

including total return swaps, credit default swaps,

and currency futures

Performed daily data entries to internal buy side systems

with an SQL or Access based user interface;

trade entries in multiple security classes - listed

and OTC as well as foreign exchange rate

data entry requirements

Executed special trade processing procedures for senior loans

and restricted securities

Performed security setups for portfolio accounting

Generated reporting deliverables from portfolio accounting

for internal clients such as auditors and

client services

Hilliard Lyons Florence, SC

Aug 2001 - Feb 2003

Financial Consultant

Completed Series 7 and Series 66 licensing

. Generated RFP's, coordinated marketing campaigns and business expansion

efforts for private

client sales team including material publication, mailing campaigns, cold

and warm calling, and

prospect research

. Generated client correspondence and review format,

including portfolio and cost basis reconciliation,

portfolio modeling and analysis, financial planning in

conjunction with relevant business partners on a

$100,000,000 book of business

. Researched, analyzed, and participated in the negotiation

of wrap fee relationships with asset

management firms

. Executed sales of $3-4 Million in business over one and a

half years.

SunAmerica Financial Los Angeles, California

Jun 2000 - Aug 2001

Financial Service Representative

Completed Series 6 licensing

Managed marketing and operations support for highest

producing fixed and variable annuity

registered representatives

Generated annuitization and performance hypothetical reports

Contributed to partnership building through due diligence

presentations to visiting financial advisors

Activities

San Francisco VA Hospital Volunteer

Golden Gate Triathlon Club

University of San Francisco MBA Consulting Club (former

President)

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