High School Manager

Michael David Caldwell

**** ********* ******, ** *****, CA 92037

************@*****.*** ● 858-***-****

EDUCATION

Yale University New Haven, CT

Bachelor of Arts, History, May 2009

• Overall GPA: 3.4

• Coursework Included: Financial Accounting, Professional Ethics

La Costa Canyon High School Carlsbad, CA

Diploma, June 2005

• Overall GPA: 4.34

• Honors: United States Army Reserve National Scholar Athlete Award, San Diego Union Tribune All-Academic First Team Captain

WORK EXPERIENCE

Merrill Lynch & Co. New York, NY

Private Banking and Investment Group Summer Analyst, 2008

• Worked with 8-person team which addresses in excess of $2.3 billion for approximately 55 institutional and individual clients, many of whom

are professional money managers, corporate executives or real estate investors

• Assisted full-time analysts in client portfolio review processes from start to finish

• Used software to analyze fund performance data and used capital assumptions published by Merrill Lynch to model projected range of returns

• Assisted in initiative to attract executives of major private equity firm by creating a comparison tool to analyze the proprietary funds of the

firm against funds on Merrill Lynch’s platform, and further provided the prospects’ with their full financial pictures after recent IPO

• Created series of bar graphs examining performance by asset class, sectors within the S&P 500, and historical sector weightings, as well as

market returns vs. the average investor over a 16-year period to use in client reviews to illustrate the challenging market conditions

• Created books to help summarize key performance data of hedge fund and mutual fund managers

• Provided research on fund performance, sector breakdown, and manager predictions

• Designed proprietary method to gain information in new-business sourcing opportunities

Merrill Lynch & Co. Los Angeles and San Diego, CA

Private Banking and Investment Group Financial Analyst Intern, Summer 2007

• Split work time between two Merrill Lynch Private Banking and Investment Group teams

• Worked with 13-person team in hub office in Los Angeles which addresses in excess of $3 billion for approximately 100 clients

• Updated client account holdings and asset allocation spreadsheets using Microsoft Excel

• Assisted in the creation of several portfolio reviews

• Major project included creating a pitch book for executives of a public biotech firm

• Researched background information on a variety of prospective clients using Bloomberg and internet

• Established working knowledge of Bloomberg and Microsoft Excel and PowerPoint

ACTIVITIES & HONORS

Yale University Men’s Varsity Tennis Team New Haven, CT

2005-2009

• Number one singles player, 2007-2008 Season; number one doubles player, 2008-2009 Season

1st Team All Ivy Singles, 2006-2007 Season; 2nd Team All Ivy Singles, 2007-2008 Season; 2nd Team All Ivy Doubles, 2008-2009 Season

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• Recipient of 2007 George A. Phelps Memorial Award (awarded to Yale’s most improved player)

La Costa Canyon High School Varsity Tennis Team Carlsbad, CA

2003-2005

• Captain, senior year; played number one singles on San Diego County championship-winning team

• San Diego Union Tribune Athlete of the Week, 2003, 2004, 2005

USTA Junior Tennis Encinitas, CA/USA

1995-2005

• Competed at a national level for seven years; ranked top 35 in 16-and-under division singles

• Southern California section championships doubles champion, 18-and-under division

Kiphuth Leadership Academy, Yale University New Haven, CT

2007-2008

• Member of the student-athlete Veteran Leader program; work with peer groups to develop skills associated with successful leadership qualities

New Haven Tennis Outreach Program New Haven, CT

2008-2009

• Work with under-privileged children to help them develop skills in tennis and academics

PERSONAL

Interests

• Italian (conversational), travel, history, cycling (road and mountain), snow-skiing, fly-fishing, outdoor activities

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