Insurance Office

Donald K. Kahler

**********@*****.***

Current Address: *** **** **** ****** *** York, NY 10017 917-***-****

http://brokercheck.finra.org/Report/Download/35048727

EDUCATION

Monmouth University, Long Branch, NJ

Bachelor of Arts- Finance May, 2008

Member of Football Team (2002-2005); 2003 Conference Champions; 2004 Mid-Major National Champions

Peer Leader 2006-2007

Licenses Obtained

• Series 7- General Securities Representative Examination

• Series 63- Uniform Securities Agent State Law Examination

• Series 99- Operations Professional License Examination

• Series 24- General Securities Principal Examination (expected June, 2015)

EXPERIENCE

Arjent LLC September, 2010-Present

Vice President of Investment Banking

• Provide investment banking to a range of corporate clients, institutional investors, and high net worth individuals

• Raised between $2-$75 million for multiple private companies

• Coordinate writing of Private Placement Memorandums with Legal Council

• Responsible for reconciling escrow account with expected client funds

• Work with the company’s London based office to ensure their clients have proper investment documents

• Led a company through bankruptcy into being a publicly traded company

• Interview and hire potential entry level employees

• Perform OFAC and AML checks on potential investors

InterMerchant Securities January, 2008-September, 2010

Vice President of Business Development

• Worked with Holding Company raising between $2.5 and $3.5 million in two Private Offerings

• Assisted with Compliance Department doing daily capital checks

• Worked preparing monthly and quarterly FOCUS Reports to be submitted to FINRA

JGS Insurance June, 2007-December, 2007

Intern

• Bounded presentations for potential clients

• Cold called business owners to make sure they had the proper insurance coverage

• Created spreadsheets illustrating current customer’s coverage

• Traveled to locations to photograph damage that had taken place

VOLUNTEER WORK

Camelback Mountain Ski Resort, Ski Patrol November, 2014- Present

• Provide first aid and help guests in need at Camelback Mountain

• Enforce safety protocols for skiers and snowboarders

SKILLS

• Proficient in Microsoft Office, Word, Excel, PowerPoint, and CRM

• CPR

• Leadership

Donald K. Kahler

**********@*****.***

Current Address: 330 East 46th Street New York, NY 10017 917-***-****

http://brokercheck.finra.org/Report/Download/35048727

• New York County Notary

References Available Upon Request

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