Manager Management

SUMMARY: Finance professional with *+ years of experience conducting

financial analysis, proficient at building complex Excel-based financial

and valuation models, analyzing and creating financial statements, well-

versed in economic and market research, and who has a CFA charter pending.

Motivated, self-starter with excellent analytical, presentation,

communication, and organizational skills. Relocated to Denver in March

2011.

EXPERIENCE

BNY Mellon, San Francisco, CA

Dec 2008 - Mar 2011

Portfolio Analyst

. Created multiple Excel-based financial models producing accurate,

timely, and actionable data, key to portfolio managers' decision

making for client portfolios. Models focus on risk measurement,

change simulations, credit metrics, security analysis, and

portfolio valuations.

. Key member of investment team managing over $6.0 billion in fixed

income securities, which has had only one bond downgrade in the

past three years. Primary role in trading, valuing, and analyzing

bonds.

. Implemented new financial and credit analysis reports used to

effectively monitor client portfolios for credit risk. Our

portfolios performance has been superior to the industry average in

terms of yield and credit risk over the past three years.

. Completed various projects to support the investment team,

including subprime exposure within client portfolios, security

lending exposure within portfolios and strategies, and analysis of

TIPS to determine inclusion of asset class within our investment

strategy.

Rochdale Investment Management, San Francisco, CA

May 2008 - Nov 2008

Portfolio Analyst

. Created dynamic, accurate, and analytical client specific

PowerPoint presentations, involving individual stock and bond

analysis, sector and asset allocation analyses for stock

portfolios, fund manager style analyses, and credit analyses for

bond portfolios.

. These PowerPoint presentations were created by analyzing client

holdings, recommending a strategy, and using charts and graphs to

illustrate the benefits of our strategy under tight time deadlines

and minimal supervision.

. Wrote and prepared several presentations for company's client

conference, regarding asset allocation, life stage investing, and

risk reduction strategies.

. Completed analyses and memos for client advisors' guidance on bond

performance, stock selection, and economic trends.

Custom Decorator's Inc., Portland, OR

Feb 2007 - Apr 2008

Assistant Controller

. Improved timeliness, flexibility, and accuracy of the company's

financial statement reporting. Managed all financial reporting

requests and improved the company's financial reporting system.

. Created financial models and custom reports that produced accurate

and actionable data for senior management strategic decision making

use. Reports included monthly forecasts of cash flow, sales,

costs, and trend analysis.

. Heavily involved in the company's budget creation. Provided

monthly budget-to-actual variance reports and analysis to

departmental senior managers.

. Participated in company meetings, providing financial and budgetary

analysis to senior management.

State Street Bank and Trust, Kansas City, MO

Mar 2004 - Jan 2007

Fund Accountant

. Priced and calculated NAV for six funds on a daily basis

. Completed daily cash and asset reconciliations for various funds

EDUCATION

Washburn University, Topeka, KS

May 2003

Bachelors of Business Administration: Finance and Economics

GPA 3.4

University of Missouri, Kansas City, MO

December 2006

Masters of Business Administration: Finance

GPA 3.5

CFA Charter Pending

Level III Passed June 2010

COMPUTER SKILLS

. Business/Accounting: Excel, PowerPoint, Oracle, Crystal Reports,

Word, Outlook, Lotus Notes

. Programming: Visual Basic

. Database: Access, SQL, Lexis-Nexis, Bloomberg, Lipper, Morningstar

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