JASON K. FE INGLAS, CFA

**** ********* ***, *******, ***** 75040

214-***-**** • j ablsh6@r.postjobfree.com

Summa ry

Recent MBA graduate and CFA Charter holder with 10+ years of proven experience expanding the

f i rm’s client base for a private wealth management fi rm with high net-worth individuals. Monitor

i nvestments and lead investment research and analysis to influence and expand portfolio

performance. Highly analytical and aggressive self-starter with advanced research, strategic

t hinking, and communication skills.

Education

SOUTHERN METHODIST UN IVERSITY, Dallas, Texas

Masters of Business Administration

A ugust 2010

Specialization: Investments, Alternative Assets and Corporate Finance

• Business Leadership Forum, Buy-Side Club and Finance Club member

• GPA: 3.8

S MU Cox/Nancy Chambers E ndowment Fund Manager

Fall 2009 - Spring 2010

• Selected as one of 15 out of 200 plus MBA candidates to manage the universities $5 million

endowment fund. Created financial models with buy and sell recommendations for the energy sector.

• Placed 2nd a t 2010 Texas Investment Portfolio Symposium/CFA Investment Research

Challenge for research report on Rent-A-Center (RCII).

UN IVERSITY OF TEXAS at ARL INGTON, Arlington, Texas

B.B.A., F inance

A ugust 2000

• Dean’s List

ECOLE SUPERIEURE DE COMMERCE, Pau, France

I n ternational Business and I n te rnational F inance, 1/00 - 6/00

P rofessional Experience

WALDMAN BROS, Dallas, Texas

2002 - Present Diversified financial services company offering wealth management, investment

a dvisory and employee benefit services

Sr. Vice P resident – I nvestment Advisory & Wealth Management Division

• Manage strategic and tactical allocations for $250 million in client assets across diverse

p latforms including equities, fixed income, and alternative investments.

• Research and analyze client’s assets and allocations, within a risk management framework,

apply investment strategies and maintain investment allocations to align with portfolio models.

• Support the tactical investment strategy of the fi rm while delivering “best-in-class”

communications with high net worth clients to facilitate investment strategy decisions.

JASON K. FE INGLAS, CFA

2305 Edinburgh Way, Garland, Texas 75040

214-***-**** • j ablsh6@r.postjobfree.com

• Provide research, analysis, market advice, ad hoc reporting, and recommendations to

clients.

• Research and analyze a detailed scope of accounts for quarterly investment strategy

meetings to discuss tactical allocations for future investments and direct the company’s allocation policy.

• Manage a staff of seven including assisting in hiring, motivating, and evaluating

performance.

H DVEST, I rving, Texas

2000 - 2002

NSCC Coordinator I I

• Managed the daily settlement of mutual fund trades and prepared reports for management.

Certifications and Professional Affiliations

Chartered Financial Analyst, Awarded 2006

Series 7, 63 and Group I Life & Health

Chartered Financial Analyst Institute, CFA Society of Dallas/Ft. Worth

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