| 493 South Sunnyside Lane, Provo, UT 84601 | email: Darin@lfi.com | 444-555-2222 |
Areas Of Expertise |
- Deep knowledge of asset management/wealth-development built through six years of hands-on business experience
- Presentation and closing skills delivered through exceptional customer service
- Ability to simplify and resolve complex financial problems
|
| 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 individuals. Selected securities, valued portfolios, traded equities and built personal customer relationships. Developed valuation models and analytical framework for the equity management service. |
- 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
- Analyzed more than a hundred companies across various industries using traditional financial statement analysis, qualitative analysis, DCF, break-up and comparative valuation methods
- Won contract offering investment services through 14 branches of a local bank
- Developed a rapidly growing brokerage clientele of 250 accounts – products included mutual funds, stocks, bonds, individual and company retirement plans, insurance and annuities
|
| 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
- Created twenty new and innovative products to meet specific customer needs
- Secured Louis-Dreyfus and Frito-Lay as clients
|
| Education |
| Master of Business Administration, Marketing | 2004 |
| Arizona State University |
Provo, UT |
- 4.0 GPA, 740 GMAT (98th Percentile), Full Tuition Scholarship
- CFA Level 1 Candidate (June 2002), CFA Program Scholarship
- Equity Marketing Club, Vice President
|
| Bachelor of Arts, Marketing, Cum Laude | 1997 |
| Arizona State University |
Provo, UT |
- Major GPA 3.9, overall GPA 3.8
- Numerous scholastic awards including scholarships, Dean’s List, Phi Kappa Phi
- Student Leader of the Year, Student Advisory Council, BYUSA (1995-1996)
- Additional coursework in mathematics, electrical engineering, accounting and physics
|
Additional Information |
| Certifications: | Registered Representative, SMO Securities Corporation, member NASD, SiPC |
| Licenses: | Series 7, Series 63, Series 65, California Insurance – Life and Variable |
| Academic: | Selected by faculty to teach advanced marketing courses at Utah university |
| Community Volunteer: | Member, Board of Directors, Ventura Education Foundation (2001-2002)
Missionary, Juneau, Alaska (1992-1994) |
| Professional Groups: | Simi Valley Entrepreneurial Forum |
| Interests: | Art collecting, biking, fishing, skiing, volleyball |
