Jamie L. Malone, CPA, CFP
abmq14@r.postjobfree.com 780 Wymount Terrace, Provo, UT 84604 (801) 709-
9751
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