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C It

Location:
Tuscaloosa, AL, 35401
Posted:
March 09, 2010

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Resume:

A NNE M A HLUM

a n n e .e .m a h lu m @ g m a il.c o m

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* * * * * s t 8 5 S tre e t 3 D

N e w Y o rk, N Y 1 0 0 2 8

(8 5 0 ) 6 8 5 -1 1 6 0

E D U C A T IO N

M a s t e r o f S c ie n c e in F in a n c e, F in a n c ia l R is k S tr a te g y, M a y 2 0 0 9

T h e U n iv e r s ity o f A la b a m a, M a n d e r s o n G r a d u a te S c h o o l o f B u s in e s s, T u s c a lo o s a, A L

G r a d u a te A s s is ta n t, M S F P r o g r a m

G P A : 3 .9 /4 .0

B a c h e lo r o f S c ie n c e in F in a n c e, M a y 2 0 0 8

T h e U n iv e r s ity o f A la b a m a, T u s c a lo o s a, A L

U n iv e r s ity S c h o la r s P r o g r a m a n d U n iv e r s ity H o n o r s P r o g r a m

M a jo r : In v e s tm e n t M a n a g e m e n t M in o r : E c o n o m ic s, P o litic a l S c ie n c e

G P A : 3 .8 6 /4 .0

C O M P U T E R S K IL L S

M ic r o s o ft O ffic e, F in a n c ia l M o d e lin g in E x c e l, V is u a l B a s ic E d ito r, B lo o m b e r g, C A S, S A S

F IN A N C E E X P E R IE N C E

S u m m e r A n a ly s t, S u m m e r 2 0 0 8

B a n c o f A m e r ic a S e c u r it ie s L L C, C h a r lo tte, N C

• P a r tic ip a te d in A s s e t a n d M o r tg a g e - B a c k e d S e c u r ity d e a ls to ta lin g o v e r $ 8 b illio n

• P u lle d a n d e v a lu a te d c o m p a r a b le s fo r p o s s ib le s tr u c tu r a l a lte r n a tiv e s a n d c o n v e r te d d o lla r d e n o m in a te d d e a ls

to p o u n d s fo r a $ 5 .2 b illio n U K c r e d it c a r d d e a l

• R e v ie w e d o p e r a tin g a g r e e m e n ts fo r 1 5 d e a ls a n d u s e d e le m e n ts o f th e d o c u m e n ts to p e r fo r m a n a ly s is in o r d e r

to p itc h a n d a d v is e th e u s e o f a n in - h o u s e in d e n tu r e tr u s te e

• U p d a te d in d u s tr y c o m p a r a b le s to s h o w c u m u la tiv e a n d la g g in g c u m u la tiv e lo s s e s

• P a r tic ip a te d in m u ltip le s y n d ic a te, c o m p a n y, in v e s to r, r a tin g a g e n c y, a n d p r ic in g c a lls r e la te d to d e a ls

• U s e d C A S to a n a ly z e o v e r 1 2 5,0 0 0 lo a n s to id e n tify C R A ta r g e t a r e a s in o r d e r to b e n e fit fr o m fe d e r a l fu n d in g

In te r n, S p r in g 2 0 0 8

M o r g a n A s s e t M a n a g e m e n t, B ir m in g h a m, A L

• U p d a te d a n d u tiliz e d q u a n tita tiv e fix e d - in c o m e m o d e ls fo r e v a lu a tio n o f c o r p o r a te b o n d s

• R e s e a r c h e d m o r tg a g e - b a c k e d s e c u r itie s a n d r e v ie w d e ta ils o f v a r io u s d e a ls a n d lo a n s

• U s e d B lo o m b e r g to g a th e r in fo r m a tio n o n c u r r e n t e v e n ts, c o m p a n ie s, fix e d in c o m e, p r o d u c ts, a n d m a r k e t

in d ic e s

• R e v ie w e d a n d s u m m a r iz e d q u a r te r ly - e a r n in g s r e le a s e s fo r c o m p a n ie s w ith in c o v e r a g e

W e a lth M a n a g e m e n t A n a ly s t, S p r in g 2 0 0 7

M o r g a n K e e g a n, & C o m p a n y, T u s c a lo o s a, A L

• P r e p a r e d c a s h flo w, e a r n in g s p e r s h a r e, a n d b o n d a n a ly s e s fo r a p o r tfo lio o f o v e r $ 2 0 m illio n in in v e s tm e n ts

• A s s is te d b r a n c h m a n a g e r a n d b r o k e r s w ith s to c k a n a ly s is a n d fin a n c ia l tr a n s a c tio n s to im p r o v e c lie n t p o r tfo lio s

• P a r tic ip a te d in m e e tin g s w ith b r o k e r s a n d m u tu a l fu n d r e p r e s e n ta tiv e s

E x e c u tiv e V ic e P r e s id e n t, S p r in g 2 0 0 7

A la b a m a F in a n c e A s s o c ia t io n, T h e U n iv e r s ity o f A la b a m a

• M a n a g e d a s s o c ia tio n c h e c k in g, s a v in g s, a n d m o n e y m a r k e t a c c o u n ts

• C o o r d in a te d e v e n ts a n d lia is e d b e tw e e n th e o r g a n iz a tio n, s p e a k e r s, a n d fa c u lty

• P la n n e d y e a r ly a g e n d a a n d o r g a n iz e d m o n th ly m e e tin g s fo r o v e r 1 3 0 m e m b e r s

H O N O R S & A C T IV IT IE S

S e n io r E x c e lle n c e A w a r d in F in a n c e, 2 0 0 8 G o ld e n K e y In te r n a tio n a l H o n o u r S o c ie ty

B e ta G a m m a S ig m a A w a r d fo r O u ts ta n d in g M a s te r s S tu d e n t S ig m a A lp h a L a m b d a

O u ts ta n d in g U n d e r g r a d u a te in F in a n c e A w a r d, 2 0 0 7, 2 0 0 8 K a p p a K a p p a G a m m a S o r o r ity

P r e s id e n t’s L is t ( 4 .0 ) : 4 s e m e s te r s, D e a n ’s L is t: 4 s e m e s te r s S tu d e n t G o v e r n m e n t A s s o c ia tio n

B e ta G a m m a S ig m a B u s in e s s H o n o r a r y P a lm e r E n d o w e d S c h o la r, 2 0 0 7



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