Project Manager Assistant

ADRIAN MASON * Sheridan Square, Apt **J

New York, NY 10014

Tel 206-***-****

******.*******@*****.***

INVESTMENT BANKING + FINANCIAL ANALYSIS

EQUITY RESEARCH ASSISTANT PURSUING A CAREER IN INVESTMENT AND MARKET ANALYSIS. In addition to

financial industry experience, possess special insight into global cultures and markets, as well as leadership skills,

gained through extensive international travel, social service, and maritime expeditions.

PROFILE HIGHLIGHTS

INDUSTRY EXPERIENCE: Demonstrated capabilities in completing buy side research, providing in-depth

analysis to match buyers with sellers, leading teams under pressure and managing complex projects.

INITIATIVE: Co-founded and currently collaborate Bicycles for Education, non-profit serving the people of

Togo, West Africa. Organized and developed the collection efforts, wrote grant applications, managed

fundraising operations, and personally delivered 365 bicycles in 2006 with a follow-up in 2011.

LEADERSHIP: Acquired US Coast Guard Inland Master s license; Led multiple maritime expeditions; As

Captain of the Colgate University Sailing Team, developed alumni relations to increase awareness and

funding of one of the largest co-ed clubs on campus. Oversaw event obligations, travel, and boat

maintenance for approximately 30 students.

GLOBAL KNOWLEDGE: Established English-speaking sailing program in Vietnam. Traveled through and

studied in more than 20 countries.

EDUCATION

COLGATE UNIVERSITY; HAMILTON, NY BACHELOR OF ARTS, MATHEMATICS, 2010

Dean s Award for Academic Excellence.

Senior Project Stochastic Differential Equations: Using Brownian Motion to derive Samuelson s stock

pricing model and the Black-Scholes formula for options pricing, followed by analyzing a select Wall Street

firm with these models.

SEA EDUCATION ASSOCIATION; ATLANTIC OCEAN NAUTICAL SCIENCE AND MARITIME STUDIES, 2008

Studied nautical science, maritime studies, and oceanography, gathering scientific data for use by

scientists around the world while sailing on a tall ship from Woods Hole, MA to St. Croix, USVI.

PROFESSIONAL EXPERIENCE

EQUITY RESEARCH ASSISTANT, ABACAB ASSET MANAGEMENT; NEW YORK, NY FEBRUARY 2011 JANUARY 2012

Assisted the Portfolio Manager of the Abacab Fund, investing primarily in small capital, domestic equities.

Completed weekly assignments using fundamental analysis techniques including comparative worksheets

within various industries, equity screenings, and individual equity valuation reports.

RESEARCH INTERN, VALUFINDER GROUP INC.; NEW YORK, NY FEBRUARY 2011 - MAY 2011

Provided transaction advisory services for middle market mergers and acquisitions.

Assisted Vice President and Associate conducting buy side research and building on Retained Search

data and analysis. Refined skills in Capital IQ to provide in-depth analysis of buyers to appropriately

match potential sellers.

PROJECT MANAGER, CLIFF MICHAELS & ASSOCIATES; SANTA MONICA, CA JULY 2009 - JANUARY 2010

Helped prepare personal growth and entrepreneurial training programs for beta testing. Interfaced with the

live beta clients to ensure optimal user experience.

Personal Assistant to CEO. Worked with Design Team from start to launch.

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