Insurance Medical

Qualifications

Strong research and analysis performance in a variety of roles,

including, but not limited to: equity, mutual fund, separately managed

accounts, hedge funds and derivative securities

Excellent management experience, including interviewing, hiring and

training of new analysts

Extremely detail-oriented, skilled in multi-tasking and working under

strict deadlines in a team environment or individually

Proficient in Microsoft Excel, Word, PowerPoint, and Outlook Express as

well as Morningstar, Paris, ACT and Bloomberg

Education

Masters of Science in Finance, Summa Cum Laude

January 2008-December 2008

Charles F Dolan School of Business, Fairfield University, Fairfield,

Connecticut

Bachelors of Business Administration, Finance

September 2000-May 2004

Pamplin School of Business, University of Portland, Portland, Oregon

Experience

Northwestern Mutual - Lenci Associates March 2008 - Current

Associate Financial Representative Fairfield, CT

Work with corporate clientele on executive compensation

plans,

insurance planning, medical and long-term disability

insurance

Create illustrations and proposals for existing and

prospective clients for one of the fifteen largest

producers in the history of Northwestern Mutual

Build estate planning models for high net worth families

Develop ongoing marketing campaigns to add affluent

individuals and

corporations to our clientele

R.V. Kuhns & Associates November 2005-August 2007

Senior Investment Analyst Portland, OR

Handled daily performance reporting to institutional

clients, high net-

worth individuals, and public funds, valued at over $27

Billion in assets

Selected to work directly with the CFO and CIO of the

two largest clients,

valued at over $22 Billion in assets

Worked directly with CEO's, CIO's, CFO's and Presidents

of large public

funds and corporate clientele on a daily basis

Selected as 2006 Employee of the Year

Morgan Stanley - The Jack Group May 2000-November 2005

Financial Advisor Portland, OR

Responsible for equity research, mutual fund research,

and separate

account research for both personal and team clientele,

in excess of $100

million

Personally managed the assets of eighteen families, in

excess of $4 million

Developed a quantitative model for valuing securities

that consistently

outperformed the S&P 500

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