Manager Medical Device

Kevin chow

**** *** ****** **. . ******, TX ***** . 214-***-**** . ********@*****.***

EDUCATION

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YALE UNIVERSITY (NEW HAVEN, CT)

B.A. Economics and Mathematics

Coursework includes: Econometrics, Differential Equations, Statistics,

Micro/macroeconomics, Financial Theory, Operations Research, Mathematical Game

Theory

St. Mark's School of Texas (Dallas, TX)

SAT Math: 800, Verbal: 680

National Merit Finalist, Eagle Scout, AP Scholar w/ Distinction, Bruce J. Heims

Scholar, Texas ARML Team

ProfessionaL Licenses

Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law

Exam)

Level II Candidate in CFA Program

WORK Experience

Oct 2009-Pres.

JAN-AUG 2009

SUMMER 2007

SUMMER 2006

2004-2006

J.P. MORGAN CHASE AND CO. (DALLAS, TX) INVESTMENT ANALYST (PRIVATE WEALTH

MANAGEMENT)

Support Private Bankers with book of business for high net worth clients with assets

ranging from $5 - $25 million. Assumed associate role upon departure of previous

associate; activities include coordinating account openings, working with client

requests, scheduling meetings, determining prospecting strategies, etc.

Determine hedging strategies by utilizing equity structures, currency swaps, and

other derivatives; aid in the preservation and growth of clients' assets by modeling

cash flow through fixed income alternatives.

Analyze client portfolios by comparing against appropriate benchmarks to determine

areas of misallocation and underperformance; design phase-in plans to efficiently

implement highest conviction investment themes.

Assist advisors in determining and implementing appropriate financial products and

solutions for clients, ranging from mortgages, lines of credit, deposits, and

trusts. Tailor investment opportunities for clients seeking to act on fluctuating

international and domestic trends.

Netherland, Sewell & Associates, Inc. (Dallas, TX) Petroleum Analyst

Prepared oil and natural gas reserves estimates reports for use in consulting

services to financial and industry clients.

Utilized numerous proprietary and industry specific software, as well as

probabilistic models, in the analysis of financial and geologic data, to determine

viability of drilling projects.

Projects include economic and acquisitions evaluations, SEC reserve reporting and

audits, and simulations. Acquired six new projects for company.

Morgan Keegan & Company (Dallas, TX) Summer Analyst (Investment Banking)

Collaborated with public finance teams in the preparation and presentation of sales

pitches, with focus on public school financing. Performed comparative analyses on

credit spreads to devise most competitive issuances.

Provided a list of potential new clients for wealth managers through research of

current pension plans. Developed program for rebalancing clients' portfolios.

Prepared paperwork and files for SEC audit committee.

Neuro Resource Group (Plano, TX) Consulting Manager of Special Projects

Oversaw the implementation of Microsoft Dynamic CRM and Great Plains for marketing

and manufacturing divisions of a medical device company. Developed customer data

cleansing and conversion strategy.

Yale University School of Medicine (New Haven, CT) Research Assistant

Studied cell differentiation in livers of mice embryo. Applications include stem

cell research, cystic fibrosis treatment.

Identified possible schizophrenia genes through the observation of protein

expression in patients.

Leadership

2009-Pres.

2005-2007

2006-2008

YALE CLUB OF DALLAS (DALLAS, TX) SECRETARY

Planned activities and participated in the restructuring of Yale alumni group in

Dallas. Provided minutes for Board of Directors meetings and assisted in the

admissions process of alma mater through interview of applicants.

College Student Investment Group (New Haven, CT) Assistant Portfolio Manager

Supported investment analysis and management of $300,000 student-run portfolio

funded by Yale alumni. Delivered presentations on stock picks to the investment

group as well as assist in the education of the club's members.

Undergraduate Math Club (New Haven, CT) Treasurer

Allocated department funds for use by the club. Assisted in club organization, such

as guest speakers, problem-solving sessions, and club recruitment.

SKILLS

Computer: Microsoft Office, Bloomberg Terminal, Thomson Reuters, Mathematica,

Matlab, R, HTML, PHP, MYSQL, PERL, Javascript, C++, Visual Basic, Microsoft Dynamic

CRM and Great Plains

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