Post Job Free
Sign in

Management Manager

Location:
Ithaca, NY
Posted:
November 04, 2012

Contact this candidate

Resume:

KIRA R. DIETRICH

*** ****** ****, ******, ** ****0

617-***-**** *****@*******.***

Education CORNELL UNIVERSITY, Johnson Graduate School of Management Ithaca, NY

Master of Business Administration Candidate, May 2012

Roy H. Park Leadership Fellow Merit-based, full-tuition fellowship award for students

demonstrating outstanding leadership potential

Cayuga Fund LLC, Transportation Portfolio Manager and Trader One of eighteen second-

year students selected to join the MBA-run, market-neutral hedge fund with ~$12 million AUM

Cayuga Fund LLC, First Year Sector Analyst, Consumer Staples One of six first-year

students selected to participate in the analyst program out of over 30 applicants

Co-President, Investment Management Club

Finalist, Johnson School Stock Pitch Competition

Capital Markets and Asset Management Immersion

Additional: Core finance TA, financial statement analysis TA, quoted in Bloomberg

Businessweek, participant in CNBC s Million Dollar Portfolio Challenge, Women in

Investing stock pitch showcase participant, McAllister Speech Competition honorable mention,

career workgroup leader.

CORNELL UNIVERSITY Ithaca, NY

Bachelor of Science in Applied Economics and Management, May 2007

Experience PUTNAM INVESTMENTS Boston, MA

Summer 2011 Fixed Income Analyst

Researched and analyzed fourteen companies within the restaurant sector, making specific

investment recommendations across the capital structure for each company

Evaluated companies based on fundamental research, credit valuation, interviewing company

management, primary research, and sell-side contacts

Initiated coverage on three primary bond issuances: California Pizza Kitchen, Fiesta Restaurant

Group and El Pollo Loco

Buy recommendation on DIN resulted in an $8M equity position

Prepared a comprehensive restaurant industry review identifying significant trends, drivers and

outlook which was presented to key portfolio managers

2007-2010 AMERIPRISE FINANCIAL Boston, MA

Advanced Financial Advisor

Obtained and managed $5M in assets for 80+ client groups with diverse needs, including

medium- to high-wealth individuals, families, and small business owners

Acquired 130 new clients through networking, client events, and professional referrals

First Year Top Achiever Award recipient; awarded to fewer than 1% of advisors nation-wide

Optimized short- and long-term wealth accumulation through cash-flow analysis, investments,

tax planning, as well as retirement and estate planning

Met with potential, new, and existing clients to identify and evaluate individualized needs, then

created and managed appropriate investment portfolios

Trained and mentored five new advisors

Chartered Retirement Planning CounselorSM (CRPC )

Licenses &

Designations Series 7 and Series 66; Life Accident & Health Insurance Licensed

CFA Level I Candidate

Personal Head coach for South Boston Youth Lacrosse League (2008-2010)

Reading mentor for Everybody Wins Power Lunch (2007-2010)

Enjoy playing lacrosse and tap dancing



Contact this candidate