Manager Real Estate

MATTHEW D. COPPOLA

** ***** **. ************, ** 07403 Phone: 201-***-**** Email:

***********@*******.***

PROFILE

As a Registered Research Analyst, I independently compiled and analyzed

data from various sources to form insightful recommendations on companies

across multiple sectors. Understanding the implications and impact of news

events and economic forces on specific companies, sectors, and assets,

combined with in-depth fundamental analysis, enabled me to author research

of the highest quality standard. Exceptional business acumen and

maintaining composure even under high pressure situations enabled the

efficient handling of multiple research, analysis, database, and management

tasks.

PROFESSIONAL CERTIFICATIONS/ACHIEVEMENTS

Securities Licenses:

Series 7, Series 66, Series 31, Series 86, Series 87

Awards:

Research contributions aided in winning the BNY Jaywalk Independent

Research Provider Performance Award for Best Bearish Calls for October,

2007 through February, 2009 for an IRP covering fewer than 1000 names.

Received annual Atlantis Investment Best Stock BUY Recommendation award for

2006 and 2008.

PROFESSIONAL EXPERIENCE

Atlantis Investment Company, Inc., Parsippany, NJ

Equity Analyst/Portfolio Manager

March 2002 - September 2009

Applied sound understanding and use of finance and valuation techniques

utilizing SEC filings and financial statements including balance sheets and

income and cash flow statements.

Created and maintained complex financial models in Excel, calculated and

monitored equity valuations, and assembled forecasts and projections

utilizing geographic market research and advanced financial, economic, and

quantitative and qualitative methods.

Leveraged the Internet and various news sources on a daily basis to stay

abreast of current events and keep research reports and databases up-to-

date and relevant.

Utilized exceptional writing skills and meticulous attention to detail to

independently author research of the highest quality standard, including

focus reports, weekly and quarterly updates, company summaries, and sector

overviews, that was provided to institutional investors and major

investment banks.

Analyzed diverse data from various sources to extrapolate opinions which

aided in successfully recommending both long and short investments in the

Internet, Retail, Media, Entertainment, Consumer Electronics, Video Game,

and REIT sectors.

Participated in quarterly conference calls and attended analyst days while

also gathering information from competitors, suppliers, regulators, and

customers to aid in forming an unbiased company analysis.

Efficient multitasking involved handling numerous responsibilities

including daily trading operations, managing portfolios for high net worth

clients, authoring and editing equity research, managing junior analysts

and research projects, and helping with operational duties of a small

office.

Routinely created tables, charts, and graphs for insertion in research

reports, PowerPoint presentations, and posting on company website.

Managed the research production schedule to assure adherence to strict

deadline requirements.

Maintained an extensive proprietary database with financial information on

more than 130 equities.

Supported junior analysts in editing, proofing, preparing, and publishing a

wide range of research reports.

Searched for innovative ways to expand research product penetration through

integration with social networking services.

Morgan Stanley Dean Witter, Morristown, NJ

Financial Advisor Trainee

August 2001 - December 2001

Utilized company research reports, Bloomberg, and various other research

channels to produce immediate, accurate, and thorough responses to requests

for information.

Became skilled at devising asset allocation and financial planning

strategies based on client's suitability and needs.

Received education on financial planning instruments including equities,

fixed income, and insurance products.

MEMBERSHIPS

Member of the National Association of Real Estate Investment Trusts

(NAREIT)

EDUCATION

Frostburg State University, Frostburg, MD

Bachelor of Science in Geography and Earth Science, Minor in Computer

Science, May 2001

Inducted into Gamma Theta Upsilon National Geographic Honor Society - GPA:

3.4

Achieved Dean's List Honors in 1997, 1998, and 2000.

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