Investment Analyst - Portfolio Manager

Michael J. Cabin

*** ******** #**, *******, ** **148 • 630-***-**** • **********@*******.***

SUMMARY

Accomplished financial professional with extensive knowledge and expertise in portfolio management and analysis, specializing in equity and fixed income securities. Results oriented, focused, and proven analytical ability with an interest in obtaining an MBA, CFP or CFA designation. Excellent interpersonal, communication and teamwork skills evidenced by effectively interacting working with seven account administrators and two portfolio managers to successfully manage 1,200 accounts valued at more than $850,000,000.

Specific competencies and pertinent experience include:

• Extensive portfolio analysis

• Stock, bond and mutual fund analysis and selection

• Creating, tracking, and adjusting model and individual account asset allocation for both taxable and non taxable accounts

• Performance analysis including benchmark analysis

• Trading using Metavante, Trade Serv and bond brokers

• Matching and assisting in the settlement of trades for both inside and outside managed accounts

• Developing and implementing procedures for the investment department to improve efficiency and accuracy within investment compliance guidelines

• Preparation of proposals for potential and current clients

PROFESSIONAL EXPERIENCE

PARK NATIONAL BANK, Chicago, IL 2003 – 2008

The Trust and investment unit of Park National Bank, a privately owned bank under the holding company FBOP Corporation.

Assistant Portfolio Manager, Wealth Management - Trust

Report to head portfolio manager. Responsibilities include:

• Portfolio investment, reallocation, and adjustments taking into consideration sector weightings, company overlap, cost and tax efficiency

• Analyzing and selecting mutual funds for the Landmark models.

• Working directly with the compliance officer to develop guidelines and procedures for the investment department including investment reviews, trading processes and approved brokers.

• Developing weekly and monthly reports to monitor executed trades and advices received for directed trades

• Monitoring and analyzing non-core stock and mutual fund holdings using a process developed by tracking the performance, fundamentals and suitability of the investment

• Assisting in running a Common Trust fund

• Settling trades with Bank of New York

• Primary trader of all stocks and bonds

• Generating performance and other investment reports for our Trust committee

• Working with the administrators to assess investment and cash needs

BANC ONE SECURITIES, Chicago, IL 2001 – 2003

The investment unit of Bank One helping individuals manage their investment needs.

Assistant Team Leader

Reported to three team leaders and an area manager. Responsibilities included:

• Contacting clients

• Resolving client account issues

• Selection of mutual funds

• Analyzing holdings for diversification, performance, and tax efficiency

• Researching past account information

• Consulting clients and full portfolio reviews

MENTOR FINANCIAL, Elmhurst, IL 1999 – 2001

Mentor Financial is a small financial planning and investment management firm. The company specializes in financial planning, investment management, cash flow analysis, retirement planning, and other financial needs.

Financial Assistant

Reported to the company President and was responsible for auditing and inputting investment and trade confirmations. Also analyzed client accounts and holdings, and made investment recommendations to the President.

EDUCATION

B.A., Finance & Administration, Minor - Economics, Lewis University, 2001

A.S., Management & Marketing, College of DuPage, 1998

Certificate in Management Supervision, College of DuPage, 1998

TECHNICAL SKILLS

• Excel • Word • Principia

• Trust Desk • 3270 • Pershing

• Value Line • Bloomberg • Morningstar

• Yahoo Finance • Investment Scorecard • Charles Schwab research

• Sterling trading software • PowerPoint

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