Analyst Financial
Resume:
BENJAMIN A. DOTY, CFA
Kissimmee, FL 34744
abltna@r.postjobfree.com
EDUCATION
Master of Fine Arts 2010
University of Minnesota: Creative Writing-GPA: 3.9/4.0
Chartered Financial Analyst Designation 2004
Master of Business Administration 2001
University of Georgia: Finance-GPA: 3.9/4.0
Bachelor of Arts 1998
University of Georgia: Economics-GPA: 3.97/4.0 (Phi Beta Kappa, Summa Cum
Laude)
Skills: Spanish (Intermediate), Microsoft Office, Bloomberg, VBA,
FactSet, QRM
EXPERIENCE
Instructor, University of Minnesota
Minneapolis, MN August 2007 -
Present
. Teaching upper-level course in Applied Business program called
"Communicating for Results"
. Led course titled "Following the Economy" on economic indicators
. Published an article in CFA Magazine in July/August 2009 issue on
literature and business ethics
. Taught University Writing, Introduction to Creative Writing, Modern
Fiction and Introduction to Fiction
Sr. Investment Analyst and AVP, Greater Bay Bancorp (acquired by
Wells Fargo)
Palo Alto, CA July 2004 - August
2007
. Researched and analyzed fixed income investments in $2 billion bank
portfolio
. Made cases for $100 million tax-exempt bond and $280 million whole
loan purchase programs
. Reported on local, state and national economic conditions for bank's
relationship managers
. Covered financial services companies in portfolio for signs of credit
quality changes
. Identified sub-prime CDO investments for divestment above par in
summer of 2007
. Promoted twice in the course of three years in Treasury Department
Fixed Income Credit Analyst, Stamper Capital & Investments
Santa Cruz, CA January 2003 -
July 2004
. Made written monthly and weekly recommendations on tax-exempt
investments in $1 billion mutual fund
. Managed portfolio characteristics and risk measurement for mutual fund
and separate accounts
Financial Analyst, Nortel Networks 2001 -
2002
Summer Associate, First Union (acquired by Wachovia, then Wells
Fargo) Summer 2000
Private Equity Intern, Kinetic Ventures 2000
Budget Analyst, Habitat for Humanity International 1997 -
1999
ACTIVITIES
CFA Institute Continuing Education Program 2008 &
2009
CFA Society of Minnesota 2007 - 2010
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