High School Life Insurance
Resume:
David A. Styblo, CFA
Franklin, TN 37069
***********@*******.***
SUMMARY Critical thinker with strong analytical and financial markets
experience complemented by excellent interpersonal skills.
EXPERIENCE R Capital Advisors (RCA), Franklin, TN
Consultant for four month $5m capital raising engagement, May
2009-September 2009
Coordinated and oversaw production of PPM and closing of $5m capital
raise for RCA.
Managed up to eight employees and corresponded with investors during
closing process.
Sabbatical: Visited 11 countries to broaden international experience
(May 2008-December 2008).
JPMorgan Chase/Bear Stearns & Co., New York, NY
Equity Research Associate (Telecom/Life Insurance industry coverage),
November 2005-May 2008
Produced research notes to formulate buy/hold/sell recommendations in
collaboration with II ranked telecom analyst at JPMorgan and life
insurance analyst at Bear Stearns.
Applied various valuation methodologies (e.g. FCF discount models,
regression analysis, sum of parts) and evaluated future catalysts to
identify investment opportunities/risks.
Built and maintained financial models to generate forecasts and perform
sensitivity analysis.
Analyzed multiple M&A deals to determine accretion/dilution impact.
Met with senior executives of companies in coverage universe and
internal sales force.
JPMorgan Partners, New York, NY
Investor Relations Associate, August 2003-November 2005
Company overview: Private equity firm with ~$11 billion of capital
under management.
Autonomous control in preparing and producing quarterly/annual reports
for six funds.
Corresponded with high net worth/institutional investors regarding
investment performance.
Managed project scheduling and deadlines for executing deliverables.
Mars & Company, Greenwich, CT
Associate Consultant, August 2000-August 2003
Company overview: Management consulting firm utilizing fact-based
evidence to deliver strategic recommendations to Fortune 100 clients.
Collaborated with four member team on a variety of projects including
market sizing, business portfolio analysis, financial benchmarking, and
due diligence.
Performed client/competitor/industry analysis to evaluate underlying
SWOT.
Key long-term projects: 1) Identified key markets to penetrate for a
water treatment chemical company; and 2) Determined product and
operational gaps for a major eye care company.
EDUCATION University of Virginia, McIntire School of Commerce
Bachelor of Science in Commerce, May 2000 (with distinction)
Concentrations in Finance and Management; Minor in Asian Studies
(Japanese)
Cumulative GPA: 3.84
SKILLS CFA Charter holder since 2005.
Passed Series 7, 63, 86, and 87 examinations.
Microsoft Office User Specialist certified expert in Excel. Proficient
in Access, PowerPoint, Word, Internet and financial data applications
(e.g. Reuters, Thomson One).
High school foreign exchange student to Japan, basic writing and
speaking skills.
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