Assistant Financial

Nils C. Grimm

**** ** *** ****** ****

Vashon, WA 98070

Telephone: 239-***-****

Email: ******@************.***

Work Experience

LPL Financial

Nashville, TN

Summer 2009 and Spring 2010. Research and Marketing Associate

Worked at Fareed Wealth Management-an independent office of LPL Financial-

which manages high net worth individuals and institutional accounts through

an advanced portfolio optimization process. Gained significant exposure to

and experience in all facets of the business-including:

. Stress tested optimization software and created financial models of

portfolios and various asset classes

. Implemented business development campaign that included new branding,

website, and marketing materials

. Orchestrated efforts to recruit new financial advisors, additional

clients and increase office size

. Researched and compared different investment vehicles for use in

diversified portfolios

Vanderbilt University

Nashville, TN

2008-2009. Teacher's Assistant - Managerial Accounting

Acted as medium between students and professor for upper level accounting

class with direct responsibilities that include:

. Graded and provided feedback on all student work

. Managed students' grades, coursework and academic issues

. Held weekly office hours and extra study sessions to aid students and

teach material

Falls River Group

Naples, FL

Summer 2006 & 2007. Analyst

Falls River group is a private investment banking firm focused on mergers &

acquisitions and corporate development of middle-market companies and start-

up ventures. Worked for two summers with broad responsibilities that ranged

from working with the chairman, to researching potential companies for sell-

side and buy-side activities-specifically:

. Completed due diligence on sell-side engagements and new business

presentations

. Created pitch books, confidential business reviews and business plans

for clients

. Utilized Capital IQ, Hoovers, and other Financial Research Engines

. Researched new sell-side and buy-side clients

. Monitored all calls to the chairman and sat in on the majority of

meetings and conferences

Education

University of Chicago-Booth School of Business

Chicago, IL

. Matriculate Fall 2010 into Full-Time MBA Program

. Awarded Quarter-Tuition Fellowship

. 770 GMAT Score (99th Percentile)

University of Virginia School of Law

Charlottesville, VA

. Completed First Semester: Fall 2009

Vanderbilt University

Nashville, TN

. 2009 Graduation in 3.5 years Summa Cum Laude-B.A. in Political Science

and Finance (3.9 Cumulative GPA)

. Year-Long Research Thesis on Political and Financial Implications of

Alternative Energy Options

. Dean's List every semester

. Pi Sigma Alpha Honor Society (awarded to top 25% of Political Science

Majors)

University of Southern California

Los Angeles, CA

. Freshman Year: 2005-2006

. Presidential Scholar (half-tuition scholarship awarded to 5% of

students)

Activities

Philanthropy Chair - Kappa Alpha Order

. Oversee and organize all philanthropic events

. Chaired events raising $16,000 for the Muscular Dystrophy Association

and $2,000 for breast cancer research

Personal

. June 2010 CFA Level I Candidate

. Extensive travel through Europe, Asia and South America

. Enjoy golf, tennis, basketball and fishing

Contact this candidate