Analyst

Jeppe Lisdorf

619-***-**** * ************@*****.***

*** **** **** ******, ********* 11 * New York, NY 10028

PROFILE

Analyst with a passion for finance and a desire to find a position where I can combine my ongoing CFA Level II studies with an active working experience.

QUALIFICATIONS

* Passed CFA Level I in June 2013

* Strong results in delivering advice based on financial statement analysis

* 3+ years of experience dealing with high net-worth clients and proactively deliver superior service

* Giving outstanding presentations to investors & high net-wort individuals

* Software: Microsoft Office Suite, Microsoft Visio, Adobe Creative Suite

* Languages: English, German, French, Danish, Norwegian, Swedish, Spanish

EDUCATION

2014: CFA Level II Candidate (CFA Institute, Global)

2011: Business Administration (Aarhus School of Business, Aarhus, Denmark)

2006: M.A. Political Science (Aalborg University, Aalborg, Denmark)

PROFESSIONAL EXPERIENCE

Since 2012: Personal Banker, Wells Fargo, New York, NY

Wells Fargo’s flagship store in the centre of Manhattan on 42nd & 3rd right next to Grand Central Station.

* Brought in $15 mill in investments and +$10 mill in loans and credit products in 2013

* Finishing above 100% to sales goals in all 4 quarters of 2013

* Had a 99.4% perfection score (5 out of 5) across all customer service reviews in 2013

* On average 30% more interactions with clients than colleagues in my branch

2010 - 2012: Market Analyst, Banke Accessory Drives, Nordborg, Denmark

One of Denmark’s most successful start-up companies. Makes accessory drives for heavy-duty vehicles.

* Presentation of business plan for potential investors (secured 60% of seed capital)

* Segmented suppliers and vendors by performing due diligence and analysis of company financials

* Performed qualitative interviews with future end-users to uncover needs and shape product by focusing on a particular aspect of the solution. This lead to sales orders of $2.5 mill

2008 - 2009: Business Analyst, Telenor, Aalborg, Denmark

Telenor is a top 20 global telecommunications provider (based on market cap)

* Designing, coding and executing scripts in C++ for the routing of 30,000+ daily calls to call center

* Built process flow charts in Microsoft Visio (400+ documents) leading to a 7% increase in efficiency

* Instigated hardware recycling program that saved 35% on new purchases

2002 – 2008: Communications Consultant, Europe

Became a consultant while still a student (and editor-in-chief of students’ newspaper) at Aalborg University.

* 5+ years of experience as Editor-in-chief of newspapers and magazines (average rise of 30% revenue)

* Consultant for Danish city Sønderborg for European Capital of Culture project ($80 mill. revenue)

* Create media strategy for Danish TV broadcaster, TV2, which lead to a 120% increase in website traffic

ADDITIONAL EXPERIENCES, MEMBERSHIPS AND EXTRAORDINARY RESULTS

* Member of Toastmasters NYSSA since 2013 (VP of Public Relations in 2014)

* As a part-time music promoter in high school I brought Grammy Award winning artists to town

* As a journalist I brought cricket to the front page of a national newspaper for the first time in 25 years

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