Management Sales Representative

Savio Rodrigues

*** ******* ***** *** *******, CA 94577 510-***-**** ********@*******.***

Profile

Current senior in Orfalea College of Business at Cal Poly San Luis Obispo. Studying business with an emphasis in Financial Management. A motivated worker and contributing team player. Looking for a finance based position in order to gain experience and apply concepts involving corporate finance, risk management, and valuations. Hoping to create value through optimization, market understanding, and accurate forecasting. EDUCATION

California Polytechnic State University, San Luis Obispo Bachelor of Science Degree: Business Administration, June 2017 Concentration: Financial Management

Bishop O’Dowd High School- Oakland, CA

Graduated 2013

Relevant Coursework

Financial/Managerial Accounting Econometrics Federal Income Taxation for Individuals Fixed Income Securities Markets Adv. Corporate Finance Security Analysis and Portfolio Management Ethics and Behavior Finance Financial Engineering and Risk Management Securities Analysis and Portfolio Management

• Detailed study of leading stock valuation models (3 Statement DCF, Dividend Discount Model, Comparables)

• Microsoft Excel skills - Conducted ratio analysis on several competing companies, used leading models (CAPM, Fama French 3 Factor) to gain estimates of companies alpha and beta, created pro-forma financial statements, built depreciation waterfall in Excel using historical financial statements. Corporate Finance

• Built understanding of time value of money, rates of return, wealth generation, bond and stock pricing, capital budgeting. Learned about debt vs equity financing decisions, and impact on required rates of returns. Financial Engineering and Risk Management

• Wrote programs in Matlab for capital budgeting (using Monte Carlo simulation), forecasting different yield and forward curves based on risk free rates of different maturities, performed constrained optimization, and other risk management metrics

Senior Project

• Learned R (statistical programming language) and used real daily returns data in order to optimize a portfolio of investments according to Markowitz’ Modern Portfolio Theory. WORK EXPERIENCE

Northwestern Mutual Walnut Creek, CA May 2016- Sept 2016 Financial Representative Intern

• Put together personalized financial plans for potential clients after discussing future financial and personal goals

• Sold risk management products including life insurance, disability insurance, long-term care, and various annuities SMS Masterminds March 2016-June 2016

Sales Representative

• Marketed and sold customer relation software to small businesses in order to improve efficiency in communication and increase customer loyalty.

Member of Financial Management Association San Luis Obispo, California May 2015-present Skills: Programming: Gauss, Matlab, R (Intermediate), Microsoft Office (Proficient) Licenses: Life Health and Accident Insurance License

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