Manager Assistant

**** ******* ****** ***** 949-***-****

San Diego, CA 92130 E-mail: *****.*****@*****.***

David S. Arons, CFA

Objective MBA and CFA charter holder with a well rounded background in finance, seeking a position in asset / portfolio

management, real estate, venture capital, or financial analysis/research

Education MBA, The Paul Merage School of Business University of California Irvine 2005

• Member of the 1st place team in the UCI/GSM Business Plan Competition based on a hearing aid

device

• Research Assistant for Macroeconomics Professor Peter Navarro

B.A. Business/Economics University of California Santa Barbara 1999

• Recognized on the Deans Honor List

• Winner of 1999 Harley and Brigette Smith Award in Finance

Experience Asset Manager / Sr. Financial Analyst – Orange Coast Division

2005-2009

Lennar Corp. Orange County, CA

Lennar is one of the nations largest land developer/homebuilders in the nation. Lennar is the 3rd largest land

owner in Orange County with multiple master developments in both urban and suburban product

• Built and maintained complex financial models for master developments on both urban and suburban

products with various capital structures involving debt and multiple joint venture partners.

• Promoted to Asset Manager from Sr. Financial Analyst in Feb 2008

• Helped to manage assets in so called ‘workout mode’ which involved running multiple scenarios and

sensitivities to evaluate future direction of assets in order to maximize value.

• Involved in determining valuation (residual) of potential acquisitions as well as dispositions

Associate Portfolio Manager – Global Asset Allocation

2000-2003

Mellon Capital Management San Francisco, CA

Mellon Capital is an Asset Management Company and a subsidiary of Mellon Bank. Mellon

Capital manages pension fund assets and has over $100 billion under management.

• Portfolio Manager for domestic funds totaling over $4 billion. Portfolio Manager for both co-mingled and

stand alone funds, with both strategic and tactical asset allocation strategies.

• Promoted from Assistant to Associate Portfolio Manager in April of 2003.

• Strategies included instruments such as futures, forwards, OTC options, bonds, equity, currency and

commercial paper

• Responsible for preparing trades, calculating valuation/performance and preparing tracking, weights,

exposure, and compliance reports, for both internal and external purposes.

• Gained valuable exposure and experience in Asset Management working in a highly diverse, high

pressure, highly quantitative environment.

Cost Analyst

DSLnetworks San Francisco, CA 1999-2000

DSLnetworks was a startup that focused on providing DSL service to fortune 1000 companies.

• Responsible for performing analysis such as profit/margin analysis, variance analysis, breakeven

analysis, forecasting, reconciling costs, and ensuring that pricing encompassed all relevant costs. Reports

went to the controller, CFO, CEO and were also used in presentations to potential investors in the

company.

• Worked in extremely high growth start up environment.

Teaching Assistant - Economics/Accounting Department

University of California Santa Barbara Santa Barbara, CA 1997-1999

• TA for both lower division financial accounting and upper division managerial accounting.

Professional Certifications

• CFA Charterholder

• Passed the Audit and Law exams of the CPA program in May of 1999

• Microsoft Office Excel Certified

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