Manager Software

CHAUNCEY J BUSACKER

**** *. **** ***. ******, CO 80238 303-***-**** ******@*****.***

PROFESSIONAL HISTORY

American National Bank Denver, CO

VICE PRESIDENT & PORTFOLIO MANAGER JANUARY 2008-PRESENT

• Actively manage department’s mutual fund models incorporating personal views of capital market

expectations.

• Co-manage department’s large cap core equity model.

• Conduct fundamental analysis on companies and industries in the Energy, Industrials, Basic Materials,

and Utilities sectors and prepare and present research reports on these topics to the Investment Policy

Committee.

• Manage over $120 million across all asset classes for Investment Management, Personal Trust and

Foundation accounts.

• Write the Equity Review for the department’s quarterly investment newsletter.

• Led the successful conversion to First Rate Performance Station Reporting from Advent Axys

Performance Reporting.

TRUST INVESTMENT OFFICER & PORTFOLIO MANAGER JANUARY 2006-JANUARY 2008

• Screen new and existing mutual funds and provide recommendations to lead Portfolio Manager for

inclusion in the department’s mutual fund model.

• Led the build out of the Moxy trading platform, enhancing individual portfolio returns and increasing

department efficiency.

• Work with Trust Administrators to establish asset allocation and proposed security selection for

discretionary accounts, taking into consideration investment term, risk profile, tax circumstances,

income needs, and all other relevant circumstances.

• Prepare and present investment reviews for individual accounts for Trust Investment Committee in

accordance with OCC regulations and department policy.

TRUST INVESTMENT ANALYST JUNE 2003-JANUARY 2006

TRUST ASSISTANT JUNE 2001 – JUNE 2003

• Maintain global performance measurement reports and information for all investment instruments

owned in over 800 discretionary accounts utilizing Axys Performance software,

• Oversee all efforts involved in the daily reconciliation process of the Advent Software products.

• Monitor and maintain discretionary accounts’ asset allocation in accordance with account objectives and

department policy.

• Prepare all investment information for the monthly Sturm Banks Investment Committee.

American National Bank Cheyenne, WY

TRUST ASSISTANT JUNE 2000- JUNE 2001

• Trust Administrator of over 100 cash management and small asset allocation trust accounts.

• Reconciled employee benefit 401(k) account daily.

SOFTWARE &HARDWARE KNOWLEDGE

• Software

Advent Axys Portfolio Accounting &

•

Management Bloomberg

• •

Advent Moxy Trade Order Management Morningstar Principa Pro Software

•

Software Valueline Investment Survey Software

• •

First Rate Performance Station Reporting SEI Trust 3000 Accounting Software

EDUCATION

CHARTERED FINANCIAL ANALYST

BACHELOR OF SCIENCE IN FINANCE - University of Wyoming, Laramie, Wyoming, December 1999

Minors in Economics, and Banking & Financial Institutions

Contact this candidate