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Manager Financial Analyst

United States
April 03, 2018

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*** ***** **** ***., ***** 210

Pasadena, CA 91101



****-**** ******* ******** ****** OF BUSINESS ADMINISTRATION BOSTON, MA Awarded Master in Business Administration degree, with honors. Selected by administration as resume editor. Areas of focus included finance, marketing and entrepreneurial management. 1985-1988 DUKE UNIVERSITY DURHAM, NC

Awarded Bachelor of Science degree, cum laude, in Economics and Biological Sciences. Deans list 1985-87, with distinction 1987-88. Appointed to Golden Key National Honor Society. experience



Oversee all business and investment decisions for ~$700 million money management firm.

Portfolio Manager: Global Macro, Long-Short and Mid-Cap products, Outperformed benchmarks, possess deep knowledge and understanding of variety of markets and industries.

Managed all operational and financial aspects of business. Developed, implemented and institutionalized research process. Managed team of analysts and investment professionals.

Created alternative products and managed project development, marketing and client service strategies. Led marketing of firm and all products to new and existing clients. 2001-2005 SHAKER INVESTMENTS, LLC. CLEVELAND, OH

Portfolio Manager and Head of Research

Portfolio Manager: Responsible for research, strategy and investment decisions for Long-Short and Micro-Cap products. Extensive knowledge of varied industries and sectors.

Co-Managed $600 million Small/Mid-Cap Growth product. Outperformed benchmarks.

Head of Research: Created and implemented research process. Responsible for training and management of research analysts. Advised analysts on market issues and investment strategy.

Extensive work in marketing, client development and overseeing new projects. 1996-2001 MANNING & NAPIER ADVISORS, INC. ROCHESTER, NY Senior Analyst

Responsible for over $500 million in Equity and Fixed Income assets under management.

Co-Managed international mutual funds totaling $280 million. Outperformed benchmarks. 1994-1996 MCKINLEY CAPITAL PARTNERS, LTD. NEW YORK, NY summer 1993 Principal

Managed international portion of Hedge Fund. Outperformed benchmarks.

Developed a proprietary computer trading system. Designed and installed the first firm Internet site, and implemented new uses for technology throughout the firm. 1989-1992 MORGAN STANLEY & CO., INC

Financial Analyst, Tokyo Equity Capital Markets (1991-1992) TOKYO, JAPAN

Created, developed and trademarked new securities.

Identified, evaluated and contacted candidates for public and private financing. Financial Analyst, London Equity Capital Markets (1990-1991) LONDON, ENGLAND

Executed international securities offerings.

Assessed the effects of European unification on the global equity capital markets. Financial Analyst, New York Equity Capital Markets (1989-1990) NEW YORK, NY

Analyzed securities offerings and underwriting strategies in the US domestic market.

Structured syndicate group participations for public issues. 1987-1989 INTERNATIONAL BUSINESS MACHINES RESEARCH TRIANGLE PARK, NC Applications Programmer, Financial and Personnel Systems Design and Support.

Created, installed, and supported IBM corporate software for site-specific requirements. personal Extensive foreign and domestic travel: Member of school board and various community and athletic groups, avid runner (Boston, LA, Pasadena Marathons), youth sports coach

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