Resume

Sign in

Manager Management

Location:
Provo, Utah, 84604, United States
Posted:
May 27, 2010

Contact this candidate
Sponsored by:
TalentDesk
Post Jobs to
Multiple Job Boards &
Get more Candidates
Try it Free!
Start your 30-day
Free Trial

***** L. ******, CPA, CFP

*****.******@***.*** 780 Wymount Terrace, Provo, UT 84604 (801) ***-

****

EDUCATION

Brigham Young University, Marriott School of Management Provo, UT

**** - ****

Master of Business Administration GPA 3.87 top 10% of class

BYU Academic Scholarship; CFA Institute Student Scholarship

University of Southern California, Leventhal School of Accounting Los

Angeles, CA 2003 - 2004

Master of Business Taxation GPA 3.96

USC Academic Fellowship; Barcal Family Endowed Scholarship for male MBT

student with highest GPA

Virginia Polytechnic Institute & State University Blacksburg, VA

2001 - 2003

B.S. HIDM Option: Family Financial Management, CFP Board Registered

Program GPA 4.0

Summa Cum Laude; Phi Kappa Phi Medallion Award for academic excellence,

April 2003

WORK EXPERIENCE

Filament, LLC, MBA Intern Seattle, WA

Summer 2009

Multi-family office providing independent wealth management counsel to

over 25 families (avg. ~$20M)

. Instigated development of risk management framework based on economic

research & analysis

. Researched client tax issues and drafted client statement with

potential savings of over $20,000

. Gained understanding of firm philosophy on alternative investments and

participated in manager meetings

JoycePayne Partners, Financial Planning Analyst Richmond, VA

2005 - 2008

Boutique wealth management firm with offices in VA & PA managing over

$350M for high net worth clients

. Worked directly with President & CIO developing strategies for high net

worth clients

. Led Financial Planning Team of 6 to increase efficiencies by

standardizing processes

. Analyzed tax issues (AMT, stock options, charitable contributions,

etc.) using BNA Income Tax Planner

. Selected by President to work on special team which successfully

planned and executed one of the firm's largest revenue projects

increasing average fee percentages per client by over 19%

KPMG LLP, Tax Associate, Private Client Advisory Services Richmond, VA

2004 - 2005

Richmond office has 10 partners and more than 120 professionals & staff

(~25 in tax department)

. Specialized in individual income tax, stock option and swap analysis as

well as charitable trust returns

. Prepared comprehensive financial plans providing clients with clear

financial strategies

. Researched solutions to tax and estate issues utilizing tools such as

RIA, BNA Portfolios and CCH

. Entrusted by my manager as tax intern mentor providing tax, systems and

career guidance

LEADERSHIP EXPERIENCE

Financial Planning Association of Central Virginia, Board Member

Richmond, VA 2006 - 2008

Nonprofit professional organization fostering the value of financial

planning; 10-12 board members

. Helped increase 2008 programs attendance by approximately 50% (Programs

Co-VP, July 2008)

. Selected and participated in 2007 FPA National Leadership Training

. Established and presented the John H. Cecil, Jr. Lifetime Service Award

to recognize outstanding members

. Exceeded the long standing 300 membership barrier (Membership VP, 2006)

. Youngest person nominated and elected to the board

PROFESSIONAL CERTIFICATIONS

Certified Public Accountant (CPA), licensed by the Virginia Board of

Accountancy

Certified Financial PlannerTM certificant

Level II candidate in the CFA Program



Contact this candidate