Customer Service High School

Beau D. Price

Houston, TX ***** 281-***-**** ****@*********.***

CORE COMPETENCIES

Finance; Customer Service; Property & Casualty Insurance; Business Planning; Business Strategy; Sales; Financial

Analysis; Financial Accounting; Critical Deadlines; Problem Solving; Strong Written Communication; Detail Oriented;

Multi-tasking; Collaborative Thinking; Advanced Oral & Written Spanish; Type 80+ WPM; Enjoys Challenge; Strong

Organizational Skills; Strong Interpersonal Skills

TECHNICAL SKILLS

Word; Excel; Powerpoint; Access; MS Project; Publisher; Outlook; Google Apps; Xactimate 27; MS/B Integraclaim;

Xactanalysis; Social Media; Quickbooks; Peachtree; Lightspeed

FULL TIME EMPLOYMENT

T3 Trading Group, LLC Houston, Texas

Licensed Equity Trader

May 2013-December 2013

T3 Trading Group is a registered FINRA broker dealer based out of downtown Manhattan. The firm is in the proprietary

equity trading business and also provides training courses on technical analysis to independent traders. After becoming a

registered equity trader, I provided the firm with an initial capital contribution in exchange for becoming a partner with a

leveraged institutional trading account. I trained for the position in Miami, FL for two months at my own expense and

was then given the option to telecommute from Houston after proving my abilities as a trader to management. I focused

primarily on exchange traded funds listed on the New York Stock Exchange because of the lower risk and higher liquidity

from being actively traded on an intraday basis. I implemented a counter trend strategy by purchasing or selling a security

when price action entered extreme overbought or oversold levels. In order to minimize risk I would gradually enter and

exit positions rather than committing a large percentage of my buying power at any given time.

Clyde Price State Farm Insurance Agency Houston, Texas

Staff Agent/Office Assistant

February 2012-April 2013

After completing the Deepwater Horizon project as well as the property claims that I was assigned in New Jersey, I

became a licensed staff agent within my father’s State Farm Insurance agency. My primary responsibility was to service

existing personal lines policyholders. I implemented a marketing campaign which helped to increase the social media

presence of the agency. Administrative duties were delegated to me by the office manager, which I completed between

assisting clients.

Worley Catastrophe Response/PwC Gulf Shores, Alabama

Contract Financial Analyst/Environmental Claims Representative

May 2010-September 2011

Following the Deepwater Horizon oil spill incident in April 2010, I relocated to Hammond, Louisiana to work as an

Environmental Claims Representative out of the main call center. During the summer of 2010, I took inbound calls from

claimants and adjusted losses for claimants that were personally assigned to me. I was eventually promoted and joined

the small business team, where I took on a financial analyst role. I was responsible for analyzing income statements, cash

flow statements, balance sheets, and tax returns that were provided by business claimants. After analyzing a claimant’s

financial documentation, I used several Excel based financial models to calculate interim and final payments from the

Gulf Coast Claims Facility. I was eventually one of four employees handling only business loss of income claims that

exceeded $150K under the direction of the federal branch of PwC.

Cunningham Lindsey Lewisville, Texas

Staff Property Adjuster

October 2008-December 2009

In the aftermath of Hurricane Ike, I entered a three week property adjusting course that was provided at no cost to me by

Cunningham Lindsey, the second largest independent claims handling firm in the US. After completing the initial claims

that were provided upon the completion of the course, I had proven my talent as a property adjuster and was offered a full

time position with the company. During 2009 I traveled to 13 different metro areas where I assisted local branches that

required additional adjusters. I handled over 400 claims which included property, casualty, liability, and commercial. I

gained exposure to many different types of losses such as fire, tornado, sewer back up, flood, theft, wind, hail, and auto

damage.

INDEPENDENT ADJUSTING EXPERIENCE

Crawford & Company/Philadelphia Contributionship New Jersey

Independent Property Adjuster October 2012 – December 2012

Deployed to New Jersey to handle outside property claims from Hurricane Sandy.

American Family Insurance St. Paul, Minnesota

Independent Property Adjuster June 2012 – August 2012

Deployed to southeast Minnesota to handle outside property claims that resulted from a hail storm.

Pilot Catastrophe/State Farm Parsippany, New Jersey

Independent Property Adjuster September 2011-December 2011

Handled sewer back up claims that resulted from Hurricane Irene.

EDUCATION

Investment Banking Institute Houston, Texas

Intensive 4-week financial modeling and valuation training program 2013

Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent

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transactions analysis and (iii) discounted cash flow (DCF) analysis

Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger

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models, including ability to run operational and capital structure sensitivities within models and data tables for

sensitivity analysis

University of Houston-Bauer College of Business Houston, Texas

Bachelor of Business Administration-Majors in Entrepreneurship & Management August 2007

National Dean’s List

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Alumni of the Wolff Center for Entrepreneurship ranked among the top two programs nationally since

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2008

Curriculum heavily concentrated in accounting and finance courses in addition to my primary

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concentrations

Finance Association, Marketing Association, Sigma Phi Epsilon Fraternity

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Cinco Ranch High School Katy, Texas

High School Diploma May 2003

3.7 Cumulative GPA

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Four Years of Spanish

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Future Business Leaders of America

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INDUSTRY LICENSES

Texas General Lines Insurance License

Licensed for Property/Casualty & Life/Health

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License #1403517

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Texas All Lines Adjuster License

Licensed for Property/Casualty & Workers Compensation

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License #1547290

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FINRA Series 56 Proprietary Trader License

FINRA Series 3 National Commodity Futures License

FINRA Series 34 Off Exchange Forex License

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