Software Management

Johann Lepasana

* ******* *****, **** ****, NJ **828

Cell: 630-***-**** **.********@*****.***

Experience

Gary Goldberg Financial Services, Suffern, NY

January 2010 - Present

Portfolio Analyst

( Execute mutual fund, equity and bond trades from consultants,

clients or specific allocation guidelines

. Work closely with portfolio managers to provide portfolio

analytics to assist sales staff in asset gathering

. Assist senior consultants in the preparation of client

recommendations

. Responsible for ad hoc research projects disseminated among

portfolio managers and senior consultants

. Generate monthly and quarterly client reports

. Create and maintain account records utilizing investment

management software

. Liaise with software and research providers to correct

unforeseen day to day issues

. Synthesize and automate routine department processes

Qualifications

. FINRA Series 7, 63 and 65 certified

. CFA Level I candidate - June 2011

. Advanced proficiency in Microsoft Windows 98/2000/XP/Vista,

Word, and PowerPoint

. Advanced proficiency in MorningStar Principia and Telemet Orion

- Research & Analysis software

. Intermediate proficiency in Microsoft Excel

. Intermediate proficiency in Advent Axys - Investment Management

software

Education

Rutgers Business School

. Bachelor of Science in Finance, January 2010

. Graduated Magna Cum Laude

. Cumulative GPA: 3.757 / 4.0

. Deans List (2005-2009)

. Rutgers University Provost Scholarship Awardee (2005-2009)

. Edward Bloustein Scholarship Awardee (2005-2009)

. Member, Rutgers Finance Society

Personal

Bible Church International - Element Youth Group

September 2005 - Present

Active Leader

. Serves in a leadership role for youth group activities including

weekly gatherings and annual summer camps

. Assists in the formulation and implementation of yearly youth

group budget

Interests

. NBA basketball, European cars, Fantasy football, and Hip Hop

music.

Contact this candidate