Management Financial
Resume:
Morgan T. Ryan
858-***-**** *************@*****.***
EDUCATION
University of California, Santa Barbara Santa Barbara, CA
Bachelor of Arts in Business Economics, Minor in Business Writing Jun 2012
Relevant Coursework: Financial Accounting, Financial Management, Business Skills, Public Finance
Certificate: Technology Entrepreneurship Certificate (Provides a foundation of business fundamentals and
entrepreneurship as it applies to new technology and technology-oriented companies)
EXPERIENCE
Environmental Education for the Next Generation (EENG) Santa Barbara, CA
Grant Writing Intern, Non-Profit Organization Feb 2012 Present
Research potential sources of grant funding and compile sources into a grant calendar
Draft Letters of Inquiry and grant applications while managing and following up with submissions
Montecito Bank & Trust Santa Barbara, CA
Credit Administration Intern, Community Bank Jun 2011 Aug 2011
Evaluated 457 Home Equity Lines of Credit in order to mitigate risk
Selected Project Experience:
Interacted with internal and external resources to develop data and recommend the best analytical approach
Developed an Excel database for data capture, manipulation, and analysis using various functions
Documented procedures in a manner allowing the process to be repeated and applied to other portfolios
Presented findings and suggested action to the Bank s Credit Risk Management Committee
Riverfield Capital New York, NY
Summer Intern, Boutique Investment and Capital Markets Advisor Jun 2010 Aug 2010
Performed financial and market analysis of medium sized precious metals and coal producers
Built a database of 30 companies using balance sheet metrics and market capitalization to determine
appropriate merger or acquisition targets for the Australian precious metals industry
Compiled supply forecasts of coal assets in India and Australia for potential acquisitions
IRA Resources La Jolla, CA
Intern, Third Party Administrator for Self-Directed Retirement Plans Mar 2008 Aug 2009
Performed general office upkeep
Developed and implemented a new filing system for both paper and electronic information
Created 20-25 accounts for new clients weekly
Managed incoming and outgoing invoices
ACTIVITIES & SKILLS
Activities: UCSB Finance Connection, SBCC Beach Clean Up Society
Honors: President s Honor Roll (Santa Barbara City College, GPA above 3.5, 2008 2009)
Teamwork: leader for two different writing projects, managed teams of at least five students for two months
Workshops: Leaders in Investment Banking (2-day technical workshop covering technical concepts including
financial statement analysis, and valuation analysis); Edge Corporation Valuation Training (Constructed an
operating discounted cash flow module, discount financial projections for valuation analysis using Excel)
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