Customer Service Sales

James R. Barber

**** ********* **** *******, ** *9715

********@*******.*******.*** 406-***-****

EDUCATION

GONZAGA UNIVERSITY

SPOKANE, WA

Bachelor of Business Administration

Graduating Class of 2011

. Concentrations: Finance & Economics

. Cumulative GPA: 3.99

. Relevant Coursework: Microeconomics, Macroeconomics I & II,

International Economics, Financial & Managerial Accounting, Financial

Concepts I & II, Financial Reporting & Analysis, Mergers &

Acquisitions, Portfolio Management

GONZAGA UNIVERSITY IN FLORENCE

FLORENCE, ITALY

. Completed six credits and visited four countries over a two month

period May -

June 2009

WORK EXPERIENCE

BLOOMBERG L.P.

SAN FRANCISCO, CA

Sales & Analytics Intern

June - August 2010

. Completed extensive financial markets training on major assets classes

including equity, fixed income, foreign exchange, commodities and

credit derivatives

. Analyzed internal quality control data from the analytics department

and made presentation highlighting trends and recommendations to head

analytics manager for North America

. Built out sample spreadsheet for a buy-side equity analyst using

Bloomberg functionality, including ROE decomposition, balance sheet

and income statement common-sizing, time-series analysis and relative

peer valuation

. Conducted customer service calls to Bloomberg Core Terminal users to

gauge overall satisfaction with the product and set up meetings for

further training

. Assisted sales reps in developing solutions for clients including a

fixed income pricing model in Excel and a custom industry

classification system using Bloomberg's portfolio analytics

functionality

. Joined sales reps on daily visits to top West Coast clients and

assisted with Launchpad set-ups and additional training

D.A. DAVIDSON & CO.

KALISPELL, MT

Assistant to Financial Consultant

July - August 2009

. Worked under a financial consultant and gained familiarity with

various aspects of the business including how to manage client

relationships, utilize research tools, and operate industry software

. Analyzed Morningstar research reports on 148 mutual funds custodied by

the broker and compiled information on each fund's strategy and past

performance along with a recommendation

. Created and maintained an equity spreadsheet consisting of general

company and industry information, analyst ratings, and buy/sell/hold

recommendations for 218 companies

. Composed a detailed research report of eight stocks utilized for

client portfolio recommendations

LEADERSHIP & CAMPUS INVOLVEMENT

BULLDOG INVESTMENT GROUP

SPOKANE, WA

President and Chief Analyst

September 2010 - Present

. Lead a group of 15-20 students in managing a $14,000 equity portfolio

composed of student and outside investor capital

. Organize and direct weekly discussions about the club's portfolio and

the current market environment

. Deliver periodic buy and sell presentations to members on current and

potential equity holdings

GONZAGA ALUMNI MENTOR PROGRAM (GAMP)

SPOKANE, WA

Training and Recruitment Coordinator

December 2008 - Present

. Work with program director to facilitate contact between students and

Gonzaga alumni in their chosen field of study

. Lead weekly orientation sessions for new GAMP members in which

guidance is provided on how to utilize the alumni network, communicate

more effectively with mentors and improve job opportunities

. Recruit students to attend on-campus GAMP events and annual networking

conferences in Seattle, Portland, San Francisco and New York City

. Interview and select student candidates to participate in annual trip

to Wall St. where Gonzaga alumni at top firms are visited

ADDITIONAL

. ACTIVITIES: Habitat for Humanity, Kennel Club

. INTERESTS: basketball, hiking, skiing, guitar and travel

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