Mark K Small
Wilsonville, OR 97070
**.*****@********.***
Objective: Apply MBA and finance skills in a challenging environment.
-Developed a disciplined strategy for stock selection utilizing dividend paying stocks with solid fundamentals.
- Presented my technique on Wall Street in 1997.
- Managed $31 million in assets with a partner.
- Managed a large stock portfolio that exceeded the S&P 500 return.
- Called for a cut in the dividend tax rate – which was enacted and paid for itself.
- Popped the commodity bubble with an e-mail in June of 2008 and drove oil prices down from 147 dollars and ended the worldwide food crises.
- Promoted to Vice President at two investment companies.
- Typed stock market commentary for six years twice daily.
- Helped a bank earn 24% of its revenues from stock trading in 3 years.
- Created a LAN-based “website” for internal use utilizing Microsoft Word and Excel.
- Wrote quarterly investment research publications.
- Achieved a 3.82 GPA in college while walking on to a Division 1 football team.
- Achieved an MBA to diversify away from the financial service industry.
- Remain current on business trends by reading the Wall Street Journal, BusinessWeek, Forbes, Fortune, Barrons, and non-fiction books on current events.
- Developed several ideas in MBA school that are used commercially: rising dividend ETFs, audio articles for BusinessWeek, and the Internet on cell phones.
Experience:
Stock Broker September 2000 to May 2002
Piper Jaffray Portland, Oregon
Research Strategist July 1998 to April 2000
DA Davidson Portland, Oregon
Research Coordinator May 1993 to July 1998
US Bancorp Portland, Oregon
Stock Broker August 1991 to May 1993
Shearson Lehman Portland, Oregon
Education:
Marylhurst University MBA 3.50 GPA
2002 to 2004
Brigham Young Business Fiinance 3.82 GPA
1987 to 1991 BYU football player
Personal: Married with 5 kids. Enjoy running, biking, camping, watching sports and reading the news.