DAX SULLINGER *****@*******.*** 347-***-****
PROFESSIONAL OBJECTIVE
Acquire an analyst position within the investment industry, focusing on investment and asset management utilizing my present skills and accentuating professional growth.
PROFESSIONAL PROFILE
• Financial analyst with extensive training and experience in the gaming, lodging and leisure sector.
• Level-two CFA candidate.
• Strong research, analytical and communication skills.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Skilled in the construction and analysis of investment decision models.
• Completed Bloomberg core essential and equity certification course.
EDUCATION
CFA Institute-Chartered Financial Analyst Exam, Level-Two Candidate, June 2011
Master of Science, Finance, Pace University’s Lubin School of Business, New York, New York, 2010
Classes:
Accounting for Decision-Making Managerial Finance Analytical Mathematics in Finance
Money and Capital Markets Applied Analytical Methods in Finance Investment Analysis
Portfolio Management Risk Management and Capital Markets Strategies in Investments, Options, and Futures
Fixed Income Markets Theory and Analysis of Financial Statements Money and Capital Markets
Advanced Topics in Financial Management Investment Analysis Mergers, Acquisitions, and Corporate Restructuring
Bachelor of Science, Hospitality Administration, Cornell University, Ithaca, New York, 2001
OF NOTE
Extracurricular:
• Member of Cornell University’s Men’s Basketball Team. 6/1996 - 5/1997
EXPERIENCE
Organic Fitness Co., New York, New York 8/2008 – 12/2008
Owner/Personal Trainer
• Wrote training programs for clients.
• Instructed clients in proper use of equipment and exercise technique.
• Answered phones and booked personal training sessions.
• Point of contact for online deal sites used for internet promotions.
• Operations consultant to One 2 One New York Gym, LLC.
Mandarin Oriental Hotel, Washington DC
Financial Analyst 6/2008 - 9/2008
• Developed @RISK Monte Carlo simulation model that could be used to help forecast volume in food and beverage outlets.
• Created monthly/yearly labor budget.
• Acquired detailed knowledge of union labor agreement.
• Met weekly with department heads to formulate strategies to minimize departmental labor expense.
• Co-produced daily revenue/expense report for daily manager’s meeting.
Key Bank, Cleveland, Ohio 11/2003 - 1/2008
Foreign Exchange (FX) Operations Specialist (8/2004-1/2008)
• Back office support for Key Bank’s proprietary FX traders.
• Resolved any discrepancy issue(s) for all interbank trades.
• Was displaced in a massive “downsizing” effort as a result of the sub-prime mortgage crisis.
Auto Finance Sales Associate (11/2003-8/2004)
• Solicited initial financing and refinancing business of Key Bank and non Key Bank customers.
• “Cold - called” potential customers that expressed interest through Lendingtree.com or Key Bank banking centers.
• Achieved all individual monthly sales goals during my tenure.
• Was displaced when the Auto Finance Group was sold to another bank.
Renaissance Hotel, Cleveland, Ohio 6/2002 - 10/2003
Manager in Training
• Supervised operations in Rooms and Food and Beverage departments.
• Scheduled associates and tracked productivity.
• Trained staff daily in Renaissance brand’s service philosophy.
• Addressed customer concerns and grievances.
• Produced daily summary reports for accounting department.