Jane Smith
|
123 Main Street, Washington DC, 12321 | email: Jane.Smith@home.net | 123-123-1232 |
Education
Master of Business Administration 2004
Arizona State Univeristy Phoenix, Arizona
- Marketing emphasis
- 4.0 GPA, 740 GMAT (98th Percentile), Full Tuition Scholarship
- CFA Level 1 Candidate (June 2001), CFA Program Scholarship
- Equity Marketing Club, Vice President
Bachelor of Arts, Marketing, Cum Laude 1997
Arizona State University, Phoenix, Arizona
- Major GPA 3.6, overall GPA 3.8
- Dean’s Academic Scholarship, Georgia R. Merket Academic Scholarship and Leadership Scholarship, Dean’s List, Phi Kappa Phi
- Student Leader of the Year, Student Advisory Council, BYUSA (1993-1994)
- Taught advanced marketing courses at Utah University in Salt Lake City on faculty
- Additional coursework in mathematics, electrical engineering, accounting and physics
Experience
LFI Capital Management Company 1999-2002
Registered Investment Advisor Ventura, CA
Position – Vice President
- Co-managed $5-10 million in domestic equities for private individual on a discretionary basis. Responsibilities included security selections, valuation, trading and customer relations
- Allocated and oversaw $50 million in corporate cash for a large public company – helped to build and maintain the relationship for more than 3 years
- Developed valuation models and analytical framework for the equity management service. Analyzed numerous companies across various industries using traditional financial statement analysis, qualitative analysis, DCF, break-up and comparative valuation methods
- Won contract to offer investment services through 14 branches of a local bank
- Developed a rapidly growing brokerage clientele – products offered included mutual funds, stocks, bonds, individual and company retirement plans, insurance and annuities
- Registered Representative, Special Securities Corporation, member NASD, SiPC
- Licenses: Series 7, Series 63, Series 65, California Insurance – Life and Variable
Leverage Commodity Info, Inc. 1997-1999
Management Consulting Firm and Registered Commodity Trading Advisor Lodi, CA
Position – Database Manager
- Provided customized analysis, software, charting and data for clients including Nabisco, Kraft-General Foods, Louis-Dreyfus, C&H Sugar, Frito-Lay and Holley Sugar
- Expanded proprietary database to include numerous unique data sets, particularly in the cash coffee and oilseeds markets and created new and innovative products based on customer surveys
- Secured Louis-Dreyfus and Frito-Lay as clients
Additional Information
Community / Volunteer: Member, Board of Directors, Ventura Education Foundation (2001-2002)
Interests:Art collecting, biking, fishing, skiing, volleyball
Professional Groups:Simi Valley Entrepreneurial Forum |
