KRISTEN H. SCHULZ, CFA

***** ***** ******** ****

Moreland Hills, Ohio 44022

***/***-****

acwt1l@r.postjobfree.com

PROFESSIONAL EXPERIENCE

SELECT EQUITY GROUP, INC. 2007-2013

Equity Research Analyst, Moreland Hills, Ohio

Researched and authored reports on individual companies, industries and other investment opportunities for $14 billion AUM investment firm based in New York. Constructed complex financial models that were based on deep fundamental analysis and included detailed earnings, balance sheet and cash flow forecasting. Coverage universe was primarily focused on domestic small and mid capitalization equities, but also included international analysis as appropriate.

Self-Employed Consultant, Moreland Hills, Ohio 2005-2007

Provided analytic consulting services to Cleveland-based research firm.

Prepared detailed competitive and stock valuation analysis of global diversified chemical manufacturers.

Researched and assessed new, potential product markets for large, global automotive parts maker. Project included making recommendation of attractive acquisition candidates in those markets with superior growth and profit potential.

NCS HEALTHCARE, INC.

Director of Investor Relations and Treasury, Beachwood, Ohio 1996-2000

Served as primary contact with analyst community and shareholders. Other investor relations activities included industry competitive analysis and benchmarking, preparing for and participating in all “roadshows” and investment conferences, developing the annual report and proxy, assisting in writing and reviewing SEC filings, and managing investor expectations. Served as visible spokesperson for Company and managed all media relations including writing news releases and coordinating stories. Treasury responsibilities included corporate banking, risk management, and all analysis for mergers and acquisitions.

Attracted coverage from four additional security analysts.

Negotiated, syndicated and managed a $245 million revolving credit facility.

Consolidated and implemented a unified insurance program saving $500,000 annually.

Developed valuations for large potential acquisitions.

SBK BROOKS INVESTMENTS CORPORATION

Equity Research Analyst, Cleveland, Ohio 1996

Authored research reports on mid and small-cap midwestern companies including earnings, balance sheet and cash flow projections.

Independent Travel and International Volunteer Assignment 1995-1996

Traveled internationally visiting 26 countries.

Participated in rural sanitation improvement project in northern Bangladesh as a member of Volunteers for Peace.

Completed month-long intensive German language course at the Goethe Institute in Prien, Germany.

BP AMERICA, INC. 1987-1995

Manager, Fuel Advertising, Cleveland, Ohio 1994-1995

Managed all advertising and promotion activities for BP US fuels ($15 million advertising budget) and administered BP’s $2.6 million dealer cooperative advertising program.

Trading Analyst, Manufacturing & Supply, Cleveland, Ohio 1992-1994

Forecasted refined product spot prices and U.S. refining margins for planning and trading.

Supervisor, Accounts Payable & Reports Processing, Cleveland, Ohio 1989-1990

Managed staff of 21 who processed daily sales reports and accounts payable transactions for 1,400 company-operated service stations.

Market Research Analyst 1988-1989

Managed customer satisfaction studies and market research projects for BP Oil retail marketing.

Merchandising Specialist, Cincinnati, Ohio 1987-1988

Responsible for sales and promotion activities for 50 convenience stores with combined annual revenue of $100 million.

STANDARD OIL COMPANY OF OHIO (SOHIO)

Service Station Supervisor, Cincinnati, Ohio 1986-1987

Responsible for operation of 15 company-owned service stations with 120 employees and annual revenue of $25 million.

EDUCATION

Chartered Financial Analyst designation, 2006.

Masters in Business Administration, Darden Graduate School of Business Administration, University of Virginia, Charlottesville, Virginia, 1992.

Bachelor of Science in Marketing, International Business Minor, Miami University, Oxford, Ohio, 1986.

OTHER

Treasurer and Executive Board Member, 2006-2007, Executive Board Member 2015, Cleveland Racquet Club, Pepper Pike, Ohio.

Treasurer, NSCDA Cleveland Town Committee, 2010-present.

Treasurer, Laurel School Parent’s Association, Shaker Heights, Ohio, 2015-present.

Parent Volunteer, Hawken School, Gates Mills, Ohio, and Laurel School, Shaker Heights, Ohio, ongoing.

Contact this candidate