Management Assistant

Peter Morris

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

EDUCATION

Chartered Financial Analyst (CFA) Level II Candidate

University of California, Berkeley Aug 2008-May 2012

Bachelors of Arts in Political Science

Focus in International Political Economy and American Politics

EXPERIENCE

BB&T Sept 2013 - Present

Regulatory Compliance Officer

Specialized research and analysis position responsible for the monitoring, reporting and assessing of regulatory requirements, risk exposure, and data trends.

Top Accomplishment: Synthezation and analysis of market trends at the city level for FDIC CRA Exam earning BB&T the highest possible score of Outstanding for the second consecutive exam period, one of the few large banks to maintain the Outstanding rating since 2008.

Developed, generated and interpreted reports detailing the bank’s Community Reinvestment Act (CRA) performance for distribution to internal department, regional and executive leadership

Conducted ongoing analysis of CRA performance for internal and senior management

Established standardized report analysis to provide comprehensive compliance recommendations

Analyzed competitor data for macro trends analysis and comparative regression of regulatory benchmarks

Performed detailed analysis on economic trends affecting regulatory compliance in key markets and worked with all lines of business and operations to establish goals to meet regulatory guidelines.

Researched, compiled and synthesized data for bank's ongoing CRA Examinations by the FDIC.

Maintained department database of bank’s branch and ATM activity for use in regulatory compliance strategy and regulatory reporting.

U.S. Chamber of Commerce Aug 2012- Jan 2013

Department of Economic Policy Staff Assistant

Assisted Economic policy team with data management, data forecasting, and ad-hoc analysis of fiscal and monetary US policy.

Primary function was to perform model based research and analysis on the impacts of pending fiscal policy to drive advocacy efforts on behalf of US Chamber clients.

Compiled economic data for forecasting, including macro and sectoral growth, employment, housing, and regulatory. Published in the Chamber's magazine “Free Enterprise”

Another primary function included mass communication and website management for the department and sub departments which consisted of Small Business, Tax, and Procurement.

Designed and distributed online communication through ExactTarget online marketing software

Managed the Chamber's Small Business and Corporate Leadership Advisory Council websites

Managed Committee Coordination for the Chamber's Council on Small Business, Corporate Leadership Advisory Council, Taxation Committee, and Procurement Council

Managed internal databases for Economic Policy committees which tracked membership, leadership, schedules, and correspondence.

U.S. House of Representatives June 2012- Aug 2012

Economic Policy Internship

Worked as a congressional intern at the Office of Congressman Tom McClintock

Primarily tasked with reviewing legislation under the congressman's Economic Policy Legislative Assistant.

Platinum Advisors June 2011- Aug 2011

Client Advocacy Internship

Lobbied on behalf of clients ranging in size from IMB to small non-profits for a client advocacy firm at the California State Capitol.

Top individual success was advocating and passing of bill AB 376, banning the practice of shark finning off California coastlines on behalf of the non-profit Oceana.

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