ROBERT BARRON
adixsg@r.postjobfree.com 571-***-****, 21502 Tithables Circle Ashburn VA 20148
EXPERIENCE
*I have 12 years of personal investment experience; I have managed personal investments since the age of 10, when my father gave me control of $2,500 Brokerage account during the 2008 Financial Crisis.
Equity Fund Manager May 1st, 2020-Present
- on May 1st, 2020, I started what resembles an open-ended equity fund with personal funds and a contribution from my parents in which I am the sole manager.
- Multi-strategy: Buy & Hold, value, growth, Long & Short, and Hedging strategies. Conducting top down, bottom up, fundamental, technical, and quantitative analysis.
Fund Performance: May 1st – Nov. 30th
- Share price return of "70%" compared to the benchmark "28%" (S&P 500)
- AUM 43,000.
- In 2019 I started my own brokerage account investing my income from my position at Barron System Integration and actively managed the account. I had a return of "43%" representing an alpha of 14 (S&P 500)
Help Desk/Office Administrator, Barron System Integration
May-August, December-January 2018, 2019
-Maintained billing of clients on a weekly basis via QuickBooks for hardware and consulting services
-Responsible for purchasing and deploying new workstations and subsequent IT equipment for clients
-Designed and developed an Android application for inventory tracking in C# (Xamarin)
-Responsible for daily IT support for clients
-Help develop Company Operations Manual
-Assisted a client in running the Aeronautical Repair Association Annual Conference with technical aspects including sound, presentations, projectors- An International association
-Help Develop 75-minute year-end video presentation for local public-school music booster’s association Banquet via Adobe Premiere years, 2018, 2019, 2020
Self-Employed
2013-Present
-Provided services buying and selling of instruments and equipment on behalf of others as well as a proprietor (flipping instruments for profit)
oConducted research on second-hand instruments and equipment
oNegotiated purchasing and sales pricing
oConstructed valuation and marketing strategies of products
oSustain a profit margin range of 30-70% on items valued up to $5,500
-Taught a private music studio of over 10 middle and high school-aged students trumpet lessons on a weekly basis
EDUCATION
B.M. in Jazz Studies, Minor in Finance, University of North Texas, Graduation date spring 2021
- Business Courses Completed: Accounting Principles I (Financial), Accounting Principles II (Managerial), Business statistics/Data Analysis with Spreadsheets, Finance, Economics Macro and Micro.
***Every Finance Course within a Finance Major
Finance Courses: Corporate Finance, Investments, Financial Statement Analysis and Liquidity Management, Financial Markets and Institutions, International Finance, Introduction to Derivatives.
Certifications
- Bloomberg Market Concepts
-FINRA Security Industry Essentials upon testing to be completed in Spring of 2021
SKILLS
-IT Skills: Excel (Pivot/PowerPivot, IF, VLOOKUP, VBA), PowerPoint, Word, Python, Adobe CS, QuickBooks. Exposure to Agile, C#, SQL, Networks, Visual Studios
-Strong analytical/independent thinking, Logic, and Judgment
-Fundamental and Financial Modeling/Analysis “3 Financial Statement, DuPont, CAPM, DCF, Gordon, Graham, Binomial, Black-Scholes, MPT, Arbitrage, FOREX, TVM, Statistics etc.)
- Accounting Literacy and a Fluid understanding of SEC Filings 8k,10k,10Q, form 4 etc.
-Attention to Detail and an eye for process and systems
-Strong Organizational skills and time management .
-Excellent written and oral communication
-Leadership/teamwork
-Adaptability/Quick Study
-Research and synthesis