Customer Service Management

Clinton Oas

***.*******@*****.***

**** *** ** **********, ** 03104 603-***-****

EDUCATION

Northeastern University

May 2011 Bachelors of Science Degree in Economics, Minor in Business

Relevant Coursework: Money Banking and Financial Markets, Econometrics, Financial Accounting, Financial Mana gement

2010 United States Marine Corps Officer Candidate

December 2011 CFA I Candidate

EXPERIENCE

Evolution Markets

Associate Broker April-June 2012

Investigated natural gas, coal, uranium, weather and renewable energy credit markets utilizing guidance from seasoned

brokers to expand business into new markets and clientele

Took classes on trader psychology from Dr. Doug Hirschhorn (contributor to Bloomberg, CNN an d MSNBC) to gain a better

understanding of options strategies and the influences of stresses from markets and macroeconomic environments

Researched, assembled and presented financial projections and market report on African renewable energy markets in orde r

to identify the best course of action for entry into the Sub Saharan Africa . Recommended adding additional advisory services

for ease of business into African markets which initiated a shift in company strategy

Solicited and communicated with domestic and international venture capital and private equity firms throug h cold calls and

emails to propose renewable energy development deals in Sub Saharan Africa . This resulted in the establishment of five

serious leads for renewable energy investment deals ranging between $1 and $15 million dollars

TheraVid LLC

Co-Founder June 2011-present

TheraVid is a web-based home exercise prescription tool that uses high-definition exercise videos and an online interface for rehabilitation prov iders and their

patients. TheraVid has completed initial stages of beta testing and has recently acquired a 20 year healthcare information technology veteran as a CTO, as

well as having partnered with the founders of some of the dominant schools of thought in the physical therapy industry

Constructed initial business plan, financial cash projections, operating agreement and othe r legal and financial documents

Filed for LLC, Trademark, copyright, EIN and other federal documents

Established company bank account after considering cash flow and cash burn projections in order to determine the most

appropriate account structure

Funded, facilitated and managed the development of the company website utilizing strategic decision making as a liaison

between programmers and the CEO

Sturgeon Capital Management

Jan. 2010-June 2010

Strategic Business Developer: Northeastern University Co-op

Managed and expanded Salesforce contact database of 3,000+ contacts to nurture existing relationships and generate new

opportunities. This enabled a more streamlined and efficient manner of integrating Salesforce as integral client relationship

management tool for the business through tracking progressions, customer service and business development

Enhanced pipeline reports for capital formation, corporate cash management, debt consultancy and alternative investment

departments which previously had been established but not fully integra ted

Analyzed and proof read bio-tech and pharmaceutical business plans for potential investment

Constructed weekly and monthly market update reports for distribution to clients

Assessed and reviewed an average of three business and engagement proposals per week in order to recommend the best

course of action for prospective clients as well as Sturgeon's level of involvement on a fiduciary basis

Liberty Mutual Insurance Group

Jan. 2009-June 2009

Corporate Treasury Systems: Northeastern University Co-op

Created and balanced bank files for bank account testing and support

Completed Mantis work requests and determined priority of urgency for senior management

Executed production support testing for creation of check documents

Created test documentation and maintained electronic copies

Prepared test check documentation translating an 800 bit string of code into a physical check map used to identify specific

errors in the printing of checks

Skills: Microsoft Word/Excel/Access/Powerpoint, STATA

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