Information Technology Management

OBJECTIVE

To obtain a finance position that enables me to utilize my existing skills and abilities, while gaining practical experience.

AREAS OF EXPERTISE

Options/Futures

Financial Reporting

Equity Analysis

Corporate Finance

Financial Analysis

Time Management

Excel

Business Strategy

Information Technology

ACADEMIC QUALIFICATIONS

CFA Level 1 Candidate

CFA Institute, Vancouver, BC Writing Level 1 Exam in June 2017

BBA Degree in Entrepreneurial Leadership and Diploma in Business Management

Kwantlen Polytechnic University, Surrey, BC May 2009- September 2015

•Entrepreneurial Finance (Entr 3170)

•Advanced Micro Economics (Econ 3150)

•Business Strategy (Entr 4200)

•Information Technology for Business (Entr 3160)

•Entrepreneurial Management for Service Companies (Entr 4300)

•Business Leadership (Entr 4100)

•Entrepreneurial Marketing (Entr 3140)

•Managerial Accounting (Entr 3120)

•Intermediate Financial Accounting 1 (Acct 3310)

CAREER HISTORY

Consultant

Great Life Fitness (GLF), Surrey, BC January 2014- May 2014

•Worked with the owners of Great Life Fitness(GLF) located in Guildford to learn about their business operations, and later created and implemented valuable business and marketing tactics based on their strengths in order to cater to the needs of the current market place.

•Conducted primary research at GLF was critical and as a result three reports were created for the owners.

•Created a Recommendations report and implementation guide for company, a Research report on the fitness industry and the competition GLF faces, and a Company Overview report which included thorough fundamental and statistical analysis on all of the company’s accounting, ordering and sales records from the past three years.

Manager

Umbrella Fella’s, Surrey, BC February 2014- March 2014

•Created an advertising company, which found a niche in selling custom printed umbrellas. The company sold over 750 umbrellas, grossing a total of $10,007.83, with a profit margin of 56.5% ($5,656.23).

•Responsible for managing financial reporting, budgeting, operations, logistics, data management, sales team and other responsibilities.

Retail Trader

Self-Employed, Surrey, BC July 2012- Present

•Proficient in equity analysis of securities. Experienced using the following equity valuation models: Multi-Stage Dividend Discount Model, Capital Asset Pricing Model, Present-Value Models, and others. Further qualitative analysis of individual companies done using annual reports of the underlying company and it’s competitors, industry trade publications, commercial classification systems, Porter’s 5 Competitive Forces, and SWOT.

•Proficient in fixed income analysis, experience using the following methods: yields and values of fixed-income securities, pricing bonds with Yield-to-Maturity calculations, Flat Price and Full Price calculations, Yield Measures for Floating-Rate-Notes and Money Market Instruments, Zero Volatility Spreads, Yield and Curve Durations and others.

•Building program, statistical indicators and tools which provide useful information. Have created multiple indicators that I programmed into a derivatives trading platform to aid in volatility trading by providing real time calculations. The calculations include Implied Volatility & Historic Volatility percentiles/ranks, standard deviation spike counts, and daily standard deviation indicators, along with other useful statistical indicators.

•Backtesting equities, commodities and futures to find statistically significant relationships like large tail risk and underpriced options. I focus on finding odd statistical relationships between the real distribution of returns compared to a theoretical normal distribution and then exploiting improper assignment of probabilities between current option prices and what prices should be assigned based on what has taken place historically.

•Developing portfolio management strategies which include measuring risk by trading with R-multiples, understanding expectancy, using ‘Core Equity’ and ‘Total Equity’ methods as a guide to position sizing, determining an optimal bet size and following portfolio heat rules.

•Developed volatility arbitrage and statistical arbitrage tactics, including an announcement driven strategy. I created a quantitative volatility arbitrage strategy which involves trading options leading up to the announcement, through the announcement, along with hedging in order to lock in profits if you are unable to close the trade. The research relies upon a database I created consisting of 275 American equities which have both liquid options along with a liquid underlying. The database is built upon historical data, current derivative prices and is outfitted with probabilities and visual graphs which aid in the investment decision making process.

•Pursuing/pursued studies in the following areas to increase my knowledge of the market: Mathematical Finance, Statistics, Probabilities, Risk Management, Volatility Trading/Option Pricing, Portfolio Management, Equities, Fixed Income, Financial Statement Analysis, etc.

Administrative Support

First West Credit Union, Langley, BC February 2016- September 2016

•Helped the insurance division deal with fragmentation amongst different departments by consolidating and migrating information from 4 different software platforms onto a single platform.

•Helped the branch’s which relied on a filing and physical documentation systems convert all their files to the single digital platform. Scanned or digitally recreated files and information which did not easily transfer over to the new software platform.

•Allocated tasks among team members, and focused on strategically deterring bottlenecks which hampered production.

TI Services; Resource Coach

Canada Revenue Agency, Surrey, BC March 2009- June 2014

•Resource Coach: Responsible for helping co-workers solve work-related problems, and taught co-workers best practices used within the department in order to systematically ensure higher productivity and accuracy.

•Training: Wrote part of the training materials which were used to train new staff at the Surrey Tax Centre, also presented the workshops to new employees and lead certain modules of the training program. After a 1 month training process, a handful of new employees joined my team and I worked with them further as a resource coach.

•Entering various type of tax returns, and checking the work of peers to ensure accuracy. Met all deadlines, maintained a high production rate and always completed work with the highest level of accuracy.

REFERENCES

Available upon request.

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