Manager Management

Patrick C. Currall, CFA

(**************@*****.*** ( 818-***-**** cell

~ Senior Relationship Manager ~ Portfolio Manager ~ Institutional

Investment Advisor ~

QUALIFICATION SUMMARY

Consummate professional with an extremely unique compilation of;

professional experience, academic achievements, and distinguished career

accomplishments. Extensive experience in the institutional, corporate and

individual investment management fields, with broad knowledge of;

securities analysis, portfolio management and construction, financial

services marketing, performance reporting and analysis, and implementation

of GAAP and GIPS standards. A detail oriented analytical thinker with the

experience to make critical decisions in a timely manner. Ability to

quickly identify key issues and formulate value-added customized solutions.

Adept at discovering new business opportunities and leveraging existing

market opportunities. Demonstrated excellence in institutional; client

development, management, and retention.

MANAGEMENT EXPERIENCE

ING Financial Partners; Los Angeles, CA 11/2007-

Present

Independent Financial Advisor

. Independent financial advisor in ING's investment advisory division

. Provide analytical consulting services (business assessment and

valuation, investment policy review, financial statement analysis)

. Relationship manager for institutional, corporate and individual

clients

. Completed valuation of multi-million dollar IT company for

capital restructuring consideration

. Managed administrative and legal components necessary for corporate

account management

US BANK - Private Bank; Beverly Hills, CA 5/2004-

11/2007

Portfolio Manager/HNW-Institutional Investment Advisor

. Managed Commercial channel of investment management business

. Directed team in all portfolio management and asset gathering efforts

. Developed linear software infrastructure for data and relationship

management

. Consulted corporate clients on advanced finance accounting and investment

planning

. Raised $165 Million of new assets in three and a half years

. Maintained and tracked the performance of institutional accounts both

managed and mutual funds of the firm

Washington Mutual - Private Bank; Los Angeles, California

3/2002-5/2004

Credit/Equity Analyst III

. Built new business division for WM Financial Services

. Independently grew new revenue channel through the banks commercial

brokerage division

. Functioned as portfolio manager and fixed income analyst for all team

portfolios

. Consulted corporate clients on advanced finance accounting and

investment planning

. Provided consulting on Income Statement, Cash-Flow and Balance Sheet

management

. Analyzed and resolved performance anomalies in client accounts that

invested in equities, fixed income, options and foreign exchange

CONSULTING EXPERIENCE

318 IT Service 6/2007-1/2008

Interim CFO/External consultant

( Completed valuation assignment, for capital restructuring

consideration

( Provided review of financial structure, including; performance

management, financial reporting and efficiency monitoring

Muller & Sons Custom Furniture & Upholstery Inc.

5/2008-Present

Finance Consultant - CFO

. Developed accounting management system for multi-million dollar

manufacturing company

. Provide oversight for ongoing accounting maintenance and annual tax

reporting

Lincoln Training Center (Non-Profit); Los Angeles, CA 2003-

2008

Committee Co-Chairman 07'-08'

Co-chairman for LTC's "Affair of the Heart" gala fundraiser. Lincoln

Training Center is a 501c3 organization, which brokers gainful employment

to individuals with a mental or physical handicap. The position offered

the opportunity to develop a large network of contacts and associations,

with high-level people, in the non-profit world.

. Generated highest revenue receipts in the 24-year history of the

fundraising event

. Authored investment policy for organizations investment portfolio

. Member of Boards Investment Committee

EDUCATION

Loyola Marymount University; Los Angeles, California

*11/2010

. Masters of Business Administration; ranked #4 Fully-Employed MBA in

nation (US News 08')

. Concentration in Information System Management

. On pace for 11/2010 graduation

. Member of LMU Honors Society ~ 3.6 GPA

University of Portland; Portland, Oregon 2001

. Bachelor of Business Administration, Finance - Graduated Cum

Laude

LICENSES AND CREDENTIAL

. NASD series 7, 6, 63 & 65

. California Insurance license

. Chartered Financial Analyst

. Completed 70% of curriculum for CPA credential

. Progressing in ASA accreditation

. Member of TMA of Los Angeles

. Member CFA Society of Los Angeles

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