Company Sales
Resume:
Email address
abo0c6@r.postjobfree.com
First Name Middle Last Name Suffix Maiden Name
David M Bucolo
N/A
Work Phone & Ext Toll Free Phone Fax Phone Home Phone
Cell Phone Pager Personal Web Site Address
Secondary E-mail
Address City, State
Zip
3331 N Seminary Ave, #1 Chicago IL 60657
Month/Year Hired Month/Year Left Total Years with Company
Sep 1997 Jul 2000 3
Office Division Title
Chicago Tax Senior
Country Other Employment Details
(Previous positions, duties, or fun info)
United States
Middle Market Tax - Chicago
Company Name Position
JPMorgan Associate - Investment Bank
Company Web Site
http://
Company Size (employees) Est. Company Revenue Industry
251+ > $25,000,000 Finance
Do you hold any professional certifications?
(Separate with commas)
CFA charterholder
FINRA Series 7, 63
Other Current Employment Details
(Description of Position)
Worked in both Corporate Finance - Investment Banking Coverage and Institutional Equity
Sales. Currently interested in investment and corporate finance jobs. Would be highly
interested in getting to know family offices who are in need of investment professionals.
Birthday Marital Status Spouse's Name Anniversary
Mar 24 Married Becky
Children's Names & Ages
Anthony - 15 mos
c Copyright Andersen Alumni Association 2012. All Rights Reserved.
David M Bucolo - resume.doc
DAVID M. BUCOLO
CFA
3331 N. Seminary Ave, #1, Chicago, IL 60657 . C 773-***-**** . abo0c6@r.postjobfree.com
PROFESSIONAL EXPERIENCE
J. P. MORGAN SECURITIES INC. Summer 2002, 2003 - 2008Associate Institutional Equities
Chicago, IL Proactively generate actionable investment opportunities across all sectors
and market capitalizations for institutional clients, while also marketing the firm s
underwritten offerings
Earned breakthrough Tier-1 designations at three high priority accounts for the first
time in the firm s history
Generated a dramatic increase in trading volume within the consumer sector of a large
hedge fund during 2007
Successfully improved the firm s ranking in the broker vote at three focus accounts in
the last voting cycle
Responsible for equity sales coverage in Chicago, Wisconsin and Iowa for over 10
institutional accounts including hedge funds, mutual funds, pension investment funds and
insurance mutual companies of varying size and style
Associate Investment Banking Coverage Chicago, IL & New York, NY Successfully
pitched, advised on and underwrote a $638 million IPO of a tax services business s 100%
carve-out from its parent company while also providing two additional financing agreements
generating over $15 million of revenue
Advised on and underwrote a $108 million equity follow-on offering for a boat retailer
company and its selling stockholder, a boat manufacturing company, generating almost $3
million of revenue
Advised on and underwrote a $150 million initial IPO for an equity-sponsored consumer
electronics company
Successfully pitched and advised on a $174 million IPO spin-out of a high growth
restaurant from its parent company
Advised on and executed the $415 million sale of an equity-sponsored newspaper publishing
company which earned the firm over $2 million of revenue
Marketed and executed a $175 million term loan for a sports and fitness company
generating $2 million of revenue
Created and presented to management a shareholder value marketing pitch to a $14 billion
publishing and media company influencing a dividend policy decision
Advised and underwrote a $100 million equity follow-on offering for a financial software
company
Pitched corporate finance transactions to numerous companies within the consumer
discretionary and staples sectors
Initiated and spearheaded the firm s recruiting effort for the University of Notre Dame
FPL ASSOCIATES, L.P., Chicago, IL 2000 - 2001 A financial consulting firm specializing in
service to the commercial real estate industry
Associate
Consistently earned Exceeds Expectations ratings on client feedback surveys
Earned year-end bonus of over 15% of total annual salary after only four months
Spearheaded and implemented a change in company best practices to better serve clients
needs
Interviewed senior management teams to determine appropriate compensation benchmarking
ARTHUR ANDERSEN, LLP, Chicago, Illinois 1997 - 2000Senior
Promoted to Senior with performance review rating of Exceeds Expectations
Implemented and researched business transactions including: Qualified Personal Residence
Trust, Perfectly Defective Trust, Employee Phantom Stock Option Plan, and an Accounting
Method Change
EDUCATION
UNIVERSITY OF NOTRE DAME, Mendoza College of Business, Notre Dame, Indiana
Masters of Business Administration, Concentration in Finance and Management, 2003
Awarded Honeywell MBA Fellowship based on professional and academic achievement
Received a letter of distinction from the Associate Dean for displaying exemplary
leadership
UNIVERSITY OF NOTRE DAME, Notre Dame, Indiana
Bachelors of Business Administration, Accountancy, 1997
PROFESSIONAL CERTIFICATIONS & INVESTMENT PERFORMANCE
Completed the CFA program in 2008 having passed each level of the examination on the
first attempt
Generated over 20% and 14% rate of return in personal portfolio in 2006 and 2007,
respectivelySeries 7 and 63 licenses
Contact this candidate