Vice President - Business Development

BRENDA A. STEVENSON

**** ****** ***** *****, ********, OH 43240 | 614-***-**** | ******.*********@****.***

SUMMARY

Ethical, enterprising, natural leader with ten years of experience in planning, capital markets, research & analysis. Exceptional analytical and critical thinking skills; innovative problem solver and unbiased, thorough “big picture” thinker. Ability to communicate in a clear and effective manner with a diverse array of colleagues and clients. Astute and expeditious learner with an open mind that excels at mastering new challenges and concepts.

MAJOR ACCOMPLISHMENTS

Researched and conducted strategies to reach out to angel groups, venture capital firms and money managers in order to move firm beyond their current funding process and established several strong relationships with various strategic partners.

Directed the reorganization of a $350 million book of clients to increase reoccurring revenue, build stronger relationships with top-tier clientele and establish a standardized method of engaging clients of all levels.

Managed 50+ municipal bond underwriting cases annually for a three-member team specializing in school district and municipal authority debt structuring.

EMPLOYMENT HISTORY

US Equity, LLC • September 2009 to Present • New Albany, OH

Vice President – Business Development

As the Vice President of Business Development, I have led several initiatives aimed at increasing US Equity’s exposure to potential investors and partner firms. I have also researched and implemented several marketing and strategic initiatives that have been instrumental in moving the company forward into markets and areas in which they were previously not exposed.

* Educate current and potential clients on the intricacies of the firm’s private equity and alternative investment offerings

* Develop relationships with Registered Investment Advisory firms and Independent Broker/Dealers, supporting their efforts to introduce US Equity’s investment offerings to their clientele

Wells Fargo Advisors (formerly Wachovia Securities) • June 2006 to September 2009 • Columbus, OH

Financial Advisor

As a member of a team with two other advisors, my main focus was to guide the implementation of a more holistic approach to financial planning for existing clientele. Through this process, the team's reoccurring revenue increased while the focus moved to serving a smaller client base, enabling a deeper focus on relationships with the clients.

* Responsible for creating financial plans that encompass investment, insurance (life, long term care, annuities) and estate planning objectives

* Conduct client meetings where financial plans are presented and each facet is explained to the client

* Team management – create annual business plan, coordinate client-reach activities, manage weekly meetings

Victoria’s Secret Stores • January 2006 to January 2007 • Reynoldsburg, OH

Inventory Analyst

Conducted inventory analysis and planning for three product lines totaling 500+ SKUs to the entire fleet of 500+ stores.

* Ensured proper inventory levels in stores throughout year; conducted analysis on needs based on merchandise planning projections

* Served as intermediary between merchandise planning and ordering

* Completed roll-out of new product line to all stores; rollout involved different fixture totals in 15 different store styles; Required precise timing to coordinate with fixture delivery, staff levels and storage space issues

* Analyzed daily sales results to provide timely and accurate replenishment to stores to ensure in-stock status on items throughout the all-important launch period

Mellon Private Wealth Management • July 2004 to January 2006 • Pittsburgh, PA

Portfolio Administrator

Ensured that all client financial matters were conducted in accordance with governing documents by analyzing and adhering to document parameters and understanding applicable laws.

* Worked with a team of Portfolio Managers and Portfolio Administrators to manage client relationships including personal, estate, and charitable trusts as well as limited partnerships, institutional and individual investment management accounts

* Ensured accounts were administered in accordance with governing instrument and accepted fiduciary principals

* Worked with senior portfolio managers to ensure that asset allocation and account holdings are aligned with client needs and objectives

Parker/Hunter Incorporated • March 2002 to July 2004 • Pittsburgh, PA

Public Finance Associate

Managed 50+ cases annually for the Public Finance department. Assisted senior members of the department involved in bond underwriting for school districts and municipal authorities by preparing documentation such as Official Statements and all information needed to secure insurance and credit ratings. Maintained and deepened relationships with clients and other professionals involved in the underwriting process.

* Preparation of official documents used in conjunction with municipal bond issuance for school districts and municipal authorities

* Preparation of debt service schedules for new municipal bond issues

* Procurement of insurance and/or ratings for municipal bond issues

* Project management for senior members of the Public Finance Department

Allegheny Financial Group • February 2000 to March 2002 • Pittsburgh, PA

Junior Research Analyst

* Responsible for compilation and analysis of data relevant to mutual funds that were being considered for inclusion on the firm's “recommended” list

* Assisted with due diligence of recommended mutual funds

EDUCATION

Duquesne University • 1997 – 2001 • Pittsburgh, PA

Bachelor of Science in Business Administration; Focus in Investment Management

Graduated Cum Laude in December of 2001

PROFESSIONAL AFFILIATIONS

Member of the Financial Planning Association (FPA)

Member of the Columbus Chapter of the National Association of Women Business Owners (NAWBO)

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