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Portfolio Manager, Help Desk Admin, Entrepreneur, Student

Location:
Ashburn, VA
Posted:
December 24, 2020

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Resume:

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



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