Analyst Vice President

***** **** ***

Marina Del Rey, CA ***** Patrick G. Todd, MBA

e-mail: *******.*.****@*******.***

Mobile: 805-***-****

Areas of Expertise

Financial Statement Fundamental and Technical Financial Forecasting

Analysis Analysis Equity Investments

Investor Relations Variance Analysis Fixed Income

Financial Modeling Financial Software (Excel, Investments

Bloomberg)

Professional Experience

JOHN M. DEIRMENJIAN, M.D., A PROFESSIONAL CORPORATION - Beverly Hills, CA

Finance Manager - Consultant (6/2009 - Present)

. Assist in the development of the annual budget and accounting of all

business activities.

. Assist in the management of investment activities of the corporation.

TRUST COMPANY OF THE WEST - Boulder, CO

Vice President, Global Equity Analyst (11/2007 - 12/2008)

. Buy-side investment analyst responsible for generating investment

recommendations and maintaining mutual fund holdings.

. Analyzed company financial statements and develop financial models to

forecast a company's intrinsic value.

. Hosted investor road shows with executive officers of public companies

to gain insight on potential investment opportunities.

. Developed financial models and presentations for use in marketing the

Global Equity strategy.

. Represented the Global Equity department during weekly internal

research meetings with senior executives.

. Composed monthly and quarterly shareholder letters.

CALLWAVE INC. - Santa Barbara, CA

Director, Investor Relations (01/2007 - 08/2007)

. Maintained and developed relationships within the investment community to

educate investors on the Callwave brand.

. Composed earnings call scripts and press releases to effectively

convey the Callwave message to the investment community.

. Designed and maintained the Callwave Investor Relations website.

. Developed financial models and presentations for senior executives,

Board of Directors and the investment community.

. Created market research on products, competitors and distribution

channels.

. Analyzed financial data including sell-side analyst's reports and

internal financial models.

TRUST COMPANY OF THE WEST - Los Angeles, CA (02/1998 - 12/2006)

Vice President, Convertible Securities Analyst (02/2006 - 12/2006)

. Buy-side investment analyst responsible for generating investment

recommendations and maintaining mutual fund holdings.

. Analyzed company financial statements and developed financial models

to forecast a company's intrinsic value.

. Hosted investor road shows with executive officers of public companies

to gain insight on potential investment opportunities.

. Developed financial models and presentations for use in marketing the

convertible security strategy.

. Represented the Convertible Security department during weekly

internal research meetings with senior executives.

. Composed monthly and quarterly shareholder letters.

Assistant Vice President, Convertible Securities Analyst (01/2003 -

01/2006)

. Pitched investment recommendations to senior management.

. Developed financial models and presentations for use in marketing the

convertible security strategy.

. Composed monthly and quarterly shareholder letters.

. Monitored current holdings to ensure portfolios remain in compliance with

investment guidelines.

. Developed and executed the annual budget for the Convertible Security

department.

Convertible Bond Analyst (01/1999 - 12/2002)

. Researched company financial statements and developed proprietary models

to determine a company's future cash flows.

. Assisted in the composition of monthly and quarterly shareholder reports.

. Assisted in the development of presentations for use in marketing the

convertible security strategy.

. Calculated monthly convertible statistics for internal use.

. Developed and executed the annual budget for the Convertible Security

department.

Mutual Fund Analyst (02/1998 - 12/1998)

. Maintained books and records for the Galileo Mutual Funds and calculated

daily net asset value.

. Prepared monthly compliance reports and semi-annual financial statements

for internal and external use.

. Prepared board of directors' package for $400 million Convertible

Securities Fund.

INVESTORS BANK AND TRUST - Boston, MA

Portfolio Accountant - John Hancock Mutual Funds (09/1996 - 01/1998)

. Maintained books and records for the John Hancock Mutual Funds and

calculated daily net asset value.

. Identified and resolved corporate actions and settlement/transfer issues

for the portfolio.

. Assisted senior management with ad hoc reporting.

TECHNICAL SKILLS

Excel (Pivot Tables), PowerPoint, Word, Bloomberg, Thompson Analytics,

FactSet, BigDough, Baseline, Morningstar Principia Pro, Executive

Workbench.

EDUCATION

Master of Business Administration: Finance

University of Southern California, Marshall School of Business

May 2004

Bachelor of Science: Finance

Tulane University

May 1996

National Investor Relations Institute (NIRI) conference participant.

January 2007

CFA Level 2 Candidate

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