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Manager Management

Provo, Utah, 84604, United States
May 27, 2010

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Jamie L. Malone, CPA, CFP 780 Wymount Terrace, Provo, UT 84604 (801) ***- ****


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


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


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


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


Certified Financial PlannerTM certificant

Level II candidate in the CFA Program

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