Investment Analysis, VBA, Analytical Problem Solving, Statistics

DAN PETER, CFA

***** *********** ***** ? Gaithersburg, MD 20879 ? 240-***-**** ?

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

WORK EXPERIENCE AND LEADERSHIP POSITIONS

Sullivan, Bruyette, Speros & Blayney, Inc.

Mclean, VA

Sr. Associate Portfolio Manager

August 2012 - Current

. Manage 2.3 billion+ in assets as a member of the portfolio management

team.

. Member of the investment policy & asset allocation committee.

. Assist in strategy & build portfolio solutions for high net worth

individuals & institutions.

. Communicate portfolio strategy with a high degree of contact with

clients and prospects.

. Develop materials for investment outlook for use in client

presentations & webinars.

US Trust Chevy

Chase, MD

Portfolio Manager Associate

March 2011 - August 2012

. Manage multiple accounts, and assist with 2 Billion in AUM among the

portfolio team.

. Analyze investments across all asset classes for portfolio inclusion.

. Tactically align portfolios in view of macro and microeconomic risks.

. Enhanced the investment process with automated spreadsheets in VBA and

excel.

. Assist all portfolio managers with allocation and investment of client

accounts.

ProFund Advisors LLC

Bethesda, MD

Portfolio Analyst

Sept 2009 - March 2011

. Built multiple Excel templates with user interfaces integrating live

data feeds.

. Implemented a swap collateral system which helped launch the

collateral team.

. Priced and modeled Swaps, Futures, and other assets held by internal

funds.

. Traded swaps, futures, and equities for managed funds.

. Researched corporate actions and index changes for the Russell, DOW,

and NDQ indexes.

West Capital Management

Philadelphia, PA

Research Analyst

June 2008 - Aug 2009

. Launched a proprietary Monte Carlo Simulation program for clients in

VBA.

. Established a proprietary trading system using VBA in excel and

access.

. Performed due diligence on equities, mutual funds and other asset

classes.

. Modeled securities extensively for various investments.

. Statistical modeling of investments and quantitative metrics.

EDUCATION & PROFESSIONAL DEVELOPMENT

University of Wisconsin, Milwaukee, WI

Bachelor of Business Administration - Finance

Summa Cum Laude (GPA 3.90)

Awards: Deans List (2006 - 2008)

Phi Theta Kappa - International Honor Society

Activities: Portfolio Manager, SIC, Lubar School of Business

COMPUTER SKILLS

. Expert in Microsoft Excel and VBA

. Bloomberg, Reuters, Factset, Zephyr, Portfolio Center and Advent Axys

. Object-Oriented Visual Studio programming in C# and VB.net

. Programming ability in VBA across all Microsoft Office products

. Advanced Microsoft Access, Outlook, Word, and PowerPoint

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