Financial Analyst

Thomas Ballor II

Address: ***** ***** *****, ****** ********, Michigan 48042

Phone: 586-***-****

Email: ********@*****.***

Financial Analyst- Investment Research

Highly skilled, versatile, and results-oriented professional with solid understanding of investment banking, global markets, and

economics. Demonstrate keenness in researching equities and mutual funds, along with publicly traded companies with the income

statement, balance sheet, statement of cash flows and other SEC filings. Excel at managing an investment portfolio, consisting of

equities, bonds, options, and real estate, as well as in following the market trends. Exemplify in-depth knowledge of asset allocation

techniques, modern portfolio theory, and capital asset pricing models pivotal in designing investment portfolio.

Technical Skills: Microsoft Office (Word, Excel, PowerPoint), Microsoft Access, Minitab, SAP, and Business Objects

Education

Master of Science in Finance Master of Business Administration: In Progress (Expected Completion: Aug 2016)

Walsh College, Troy, MI, GPA 3.5

Bachelor of Science in Business Administration: 2007

with Emphasis in Management and Marketing

Oakland University, Rochester, MI, Dean’s Honor

Credentials

Certification in the Operation of a Bloomberg Terminal, Bloomberg Essentials Course, Walsh College: 2014

Sales Training Courses, PepsiCo

Professional Training

Bloomberg Certified in Equities, Fixed Income, Foreign Exchange, and Commodities: 2014

Investments and Retirement Planning

Financial Statement Analysis and Portfolio Management

Bloomberg Aptitude Test (BAT)

News Analysis

Economics

Math

Analytical Reasoning

Financial Statements Analysis

Investment Banking

Global Markets

Chart and Graph Analysis

Functional Strengths with Experience

Investments and Retirement Planning

Evaluated and compared mutual fund managers, as well as other retirement products, along with retirement planning models, to include

laws that deal with retirement; such as ERISA, RMD, and SSI

Financial Statement Analysis and Portfolio Management

Performed extensive analysis on publicly traded companies through income statement, balance sheet, statement of cash flows and other

SEC filings

Utilized asset allocation techniques, modern portfolio theory, and capital asset pricing models in designing investment portfolios

Capitalized on industry expertise in creating and monitoring profit and loss (P&L) for a Proposal Specialist Team at Smith Barney

Operations Administration and Regulatory Compliance

Employed solid financial background in driving the growth of more than $7M district with over 200 customer accounts by capitalizing on

discovering value-added items

Developed strong communication within the team to ensure implementation of corporate strategies

Rendered assistance in facilitating internal audits, while maintaining compliance with Sarbanes Oxley (SOX) and other government

regulations

Inventory Management

Established and maintained positive relationships, while maintaining focus on improving supply chain management for grocery stores

with more than 100,000 case volumes

Led efforts in making sure that proper product inventories and merchandising standards were met

Sales and Promotions

Prospected promotional opportunities that eventually led in growing Pepsi’s grocery portfolio

Provided continuous guidance to a team of proposal specialist while implementing marketing strategies

Played a key role in driving sales route efficiencies by controlling costs

Work History

PepsiCo-Frito Lay, Southgate, MI

District Sales Leader 2013-Present

PepsiCo-Pepsi Beverage, Kimball Township, MI

Bulk Customer Sales Representative 2011-2013

Gwinnett County Georgia

Police Officer 2010-2011

Parsons Brinckerhoff, Southfield, MI

Traffic Analyst (Contract) 2008-2010

Smith Barney, Chicago, IL and Farmington Hills, MI

Internship 2006-2007

Play It Again Sports, Chesterfield, MI and Washington Township, MI, Chicago, IL and Farmington Hills, MI

Sporting Goods Retail Store Manager 2001-2008

Activities

Volunteer, New Baltimore Police Department in Michigan: 2011-2014

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