|Mark Dicksonemail@example.com||2022231685||Vaud Advisors, LLC||15|
Former member TAG Group S.A. investment committee
Former director, Capital Management Group, LLC
|Active, obtained 2001|
Church of Jesus Christ of Latter-day Saints (Mormon)
Brigham Young University Management Society
Utah Valley University National Presidential Advisory Board
|Haley Proctorfirstname.lastname@example.org||2404187047||Rock Creek Group||10|
Previously worked in finance department at Facebook.
|Nathaniel Donohueemail@example.com||571 748 8672||Delphos International||5|
Pursuing joint MBA and International Economics degrees. Vast experience with derivatives, energy commodities and emerging market investing.
|John E. Ryanfirstname.lastname@example.org||(703) 934-4895||Acorn Financial Services||30|
CPA & JD.
Co-manager of Registered Investment Advisor with $500,000,000 assets.
Education & education policy.
|Ahsan Raheememail@example.com||9084109151||Azzad Asset Management||7|
June 2008-Present, Azzad Asset Management USA
Senior Equity Analyst:
• Managing Azzad Wise Capital Fund – a fixed income fund which invests in asset based bonds
• Monitoring performance of Azzad’s external equity managers which include large cap growth and value managers, mid cap value manager, small cap growth & value managers and international equity manager
• Conducting due diligence on new investment managers to select sub-advisors for Azzad's externally managed portfolios
• Researching and analyzing equity and fixed income market trends to perform asset allocation and risk analysis for Azzad Wrap Program
• Analyzing and presenting portfolios’ performances in compliance with standards set out by Global Investment Performance Standards (GIPS)
• Conducting performance attribution and portfolio risk analysis across all portfolios
• Participating in all the Investment Committee Meetings to present performance reports and to recommend new investment products
• Meeting with institutional clients and financial advisors to present portfolio updates
January 2008- May 2008, Johns Hopkins University USA
Research Assistant: Dr. Celso Brunetti
• Calculated liquidity premium using Beta Spread from Intraday data of Dow Jones Industrial Average
• Analyzed the trends in the spread and evaluated a new ratio to calculate the liquidity risk premium
August 2006-October 2007, Ernst & Young Bahrain
Senior Consultant: Business Risk Services; Islamic Financial Services Group
• Conducted a merger valuation for two regional banks in the GCC region to determine the optimal share-swap ratio.
• Assisted in documenting private placement memorandum for a newly established Islamic investment bank in UAE. The paid up capital of the proposed bank was USD 200 million.
• Documented a regulatory business plan for the establishment of a proposed investment bank in the Dubai International Financial Centre.
• Prepared financial projections models for two newly established investment banks as part of their business plans
• Documented a competitive positioning report for a regional investment bank.
• Prepared a financial plan and portfolio management strategies for a regional investment company with over USD 1.5 billion assets under management.
• Johns Hopkins University, Baltimore, MD, USA
Master of Science in Finance (CGPA: 3.96 out of 4.00), May 2006
• Chartered Financial Analyst (CFA) Institute, Charlottesville, USA
CFA Charterholder, June 2009
• Global Association of Risk Professionals (GARP), New Jersey, USA
Financial Risk Manager (FRM), November 2008
• CFA Institute, Charlottesville, USA
Passed Level I of Certificate in Investment Performance Measurement (CIPM), June 2009
• Lahore University of Management Sciences, Pakistan
Bachelors in Economics (CGPA: 3.80 out of 4.00), July 2004
• Financial analysis skills using Bloomberg, Morningstar, Thomson Financial, FactSet, Zephyr
• Data analysis skills using Excel, Access, Crystal Ball and STATA
I strongly believe in charity work and community building. As a volunteer for a non-profit organization, I look forward to understand issues facing the organization, expand personal and professional networks and offer my professional investment expertise to make a lasting difference in the organization.
|Shenghua Sifirstname.lastname@example.org||2023068636||World Bank Treasury||5|
6 years as software engineer
|CFA charter holder|
|Marcelo Henrique Varela Donelliemail@example.com||2023416729||Inter American Development Bank||5|
Please see attached my CV with my professional experience
|Regular / active|
I think this a great initiative and I am quite open to any opportunity!
However, my main charitable interests are those related to: i) sports; ii) education; iii) economic development; iv) public policy and v) Latin America
NPR, Assistant Treasurer and Sr. Director 2009 - present
Director from 2009 – 2012.
+ Work with NPR Investment Committee on $350M NPR Foundation and Reserves. Contribute to other Board Committees including Finance Committee and Audit Committee.
+ Manage functions of investments, treasury, corporate insurance, and crisis response/risk management. Developed NPR cash forecasting capabilities and invest $80M of short-term cash and investments in high quality securities.
+ Provided fiduciary oversight of new $200M headquarters project including assisting with $165M issuance in tax-exempt debt, investing and later refunding for cost savings.
+ Helped establish and continue to develop Crisis Management Team and Response Program.
Adviser Investments, Director of Operations 2007 - 2009
+ Provided operational oversight to IT, compliance and investment operations areas.
+ Created firm’s first, marketable performance composites in accordance with GIPS standards.
+ Successfully led client reporting project to electronically collate reports and offer on-line client reporting. Processing time improved by 50%.
IR&M, Vice President 2006 - 2007
+ Re-organized Portfolio Analytics and Operations team along product lines and hired and trained a second operational team.
+ Project Manager on the LatentZero Capstone trade order and investment compliance system implementation. Successfully led the overall project to user acceptance testing within ten months.
Tufts University, Various Financial Positions. 1994 - 2006
+ Progressive 11 year career including Director of Operations and Senior Investment Analyst.
+ Oversaw performance, developed operational procedures, analyzed investments, monitored portfolio expenses of $21M, and managed the Office’s budget of $2M.
The Patterson Capital Corporation, Various Financial Positions. 1989 - 1994
+ As VP and Portfolio Manager, actively managed 48 short-term portfolios totaling $1.7B in assets.
+Supervised both the Operations and Client Services departments. Wrote client market commentary distributed nationally.
• YWCA National Capital, Board of Directors, Chair: Investment Committee (2013 – present)
• Washington Association Investment Forum (2010 - present); Chair 2012-13, Vice Chair 2011-12 and 2013-present
|Barnard Buscemifirstname.lastname@example.org||7032620053||Inova Health System||35|
Capital markets, portfolio management, asset allocation, investment strategy
Vienna Baseball Foundation Board Member
|Matthew Maloneemail@example.com||(443) 539-2944||Snyder Kearney LLC||8|
My firm specializes in research and due diligence on complex/alternative investments with expertise in real estate, energy, and credit strategies. I have an undergraduate degree in Economics (University of Maryland - College Park) and I am licensed Maryland attorney (The George Washington University).
|Charterholder in good standing|
Underprivileged youth, disabled/terminally ill youth, international development, museums, art, performance art, public radio, health education/medical research
|David M. Connolly, CFAfirstname.lastname@example.org||410-972-3277||Morgan Stanley||17|
I have over 15 years of experience advising institutional investors on investment policy, asset allocation and investment manager selection. I have worked with sponsors of endowments, foundations, pension funds, health funds and defined contribution retirement plans to assist them with their fiduciary responsibilities and structuring their investment portfolios. Prior to working with Morgan Stanley's institutional consulting division, Graystone Consulting, I spent 6 years with Citi Institutional Consulting.
|CFA Charterholder since 2002|
SAS Certified Base Programmer
|CFA Level 2 candidate|
data analysis, database management, industry research
|Leyna Liuemail@example.com||2404630917||University of Maryland||1 year|
FJ Capital Management Mclean, VA
Analyst, Banking Industry Oct. 2013-Present
Researched banking industry data for modeling using SNL Financial, annual reports and brokers’ reports.
Refined the financial models to incorporate specific financial drivers and discovered potential under-valued banks.
Performed quantitative analysis on the sensitivity of IRR based on investment horizon and P/TBV.
Capitol Partners, LLC Washington, DC
Summer Analyst, Private Equity Jun. 2013- Sep. 2013
Compiled and analyzed database of senior living industry, conducted due diligence research on a pending M&A transaction between Life Care Services and CareSouth Home Care Services.
Built regression models to forecast future revenue growth, conducted performance analyses and proposed feasibility research.
Identified potential markets for further expansion and presented to the managing partner.
|Level 2 candidate|
I like doing community service and volunteer in some big events.
|Slava Maisonfirstname.lastname@example.org||2022944203||World Bank||15|
FRM - Financial Risk Manager
Development, health, human rights, society and community
|Michael K. Hickeyemail@example.com||202.292.3133 ||AllianceBernstein||14|
*Board of Directors of the World Affairs Council of Washington, D.C.; Finance and Investment Committee Chair
*Board of Directors of the Catholic Cemeteries of the Archdiocese of Washington; Treasurer and Chair of the Finance Committee
*Board of Directors of the Fathers of Daughters Club of Washington, DC
*Athletic Hall of Fame Committee Member of Georgetown Preparatory School
PhD Economics, Yale University (advisors: Robert Shiller and William Goetzmann)
M.P.P., University of California at Berkeley
B.A., Williams College
Member of investment committee, Potomac Appalachian Trail Club
Certified Alternative Investment Analyst (CAIA)
Outdoor activities (e.g. Boy Scouts, Girl Scouts)
|Peter Jason Copelasfirstname.lastname@example.org||978-317-3574||NERA Economic Consulting, Inc.||3.5|
Internship at $2 billion Williams College Investment Office assisting with asset allocation, investment decisions, manager selection and financial statement preparation
|Completed Level 3 exam, awaiting completion of work experience requirement|
Environment, education, religious organizations, community-building
|Jordan B Levine||Jordan.Levine1977@gmail.com||3122083225||American Red Cross||8+|
From May 2006- August 2009 I was with the University of Chicago's Investment Office and helped manage the school's $6 B+ endowment. From August 2009 - Present, I have been with the American Red Cross' Investment Management division helping managed the organization's ~$4 B in investment assets. I am a CFA Charterholder and hold both M.B.A. and M.P.P. degrees from the University of Chicago.
My charitable interests are varied and flexible.
|Daniel M Goldsteinemail@example.com||202-491-7547||Columbia Partners, LLC, Investment Management||20|
Chartered Financial Analyst
MBA, Columbia Business School
BA, James Madison University with a concentration in Financial Engineering
Children, Coaching, Jewish causes, Cancer research
|Kevin Brocklandfirstname.lastname@example.org||636-399-9465||Small Enterprise Assistance Funds||6|
Core experience in emerging markets, alternative assets and credit.
|Dennis Tsangemail@example.com||CUNA, Inc.||7+|
Financial Regulations Attorney
JD in Law
MS in Finance
|Passed CFA Level II|
Currently focused on financial laws and regulations, investments, compliance, and financial non-profits (e.g., credit unions, CDFIs, and other cooperatives)
|Craig Beach||Cbeach@cambridgeassociates.com||703-526-8500||Cambridge Associates||13|
Investment consultant advising nonprofits, families, pension and sovereign wealth funds of all sizes. Advise on asset allocation, manager structure and selection. Particular area of focus on private investments and real assets.
|Andrew Marshallfirstname.lastname@example.org||703-203-7970||Freed Advisors||7|
I have been an active and contributing member to various investment committtees for several years. I think I could add value in evaluating managers and contributing to asset allocation decisions.
Service is important to me. I volunteer monthly at local food banks, primarily the Arlington Food Assistance Center. I am more interested in helping in general rather than a specific cause.
|Charles F. Oat, CFA||ChipOat@gmail.com||917.319.6813||self||24|
• Equity Portfolio Manager and Research Analyst; 17+ Year Top Decile Track Record
• Investment Consulting including Asset Allocation, Portfolio Analysis, Performance Attribution and Manager Evaluation
Investment Committee, Board of Directors and fundraising experience (see Charitable Interests below)
CROW POINT PARTNERS LLC, Scituate, MA; New York; Washington 2011-present
Consultant; Equity Analyst
THE SEAMEN’S CHURCH INSTITUTE, New York, NY 2009-2011
HAVEN CAPITAL MANAGEMENT, New York, NY 2008-2009
Consultant, Equity Analyst
MORGAN STANLEY INVESTMENT MANAGEMENT, New York, NY 2007-2008
Executive Director, Portfolio Manager
HAVEN CAPITAL MANAGEMENT, New York, NY 2005-2007
Portfolio Manager, Equity Analyst, Investment Committee
MARQUE MILLENNIUM CAPITAL MANAGEMENT, New York, NY 2001-2005
Portfolio Manager, Equity Analyst, Investment Committee; head of consultant relations
BISHOP STREET CAPITAL MANAGEMENT/ 1998-2000
FIRST HAWAIIAN BANK, Honolulu, HI / New York, NY
SEI INVESTMENTS, Oaks, PA / New York, NY 1990-1998
Managing Director – Asset Management Group
Senior Vice President – Insurance Investment Group
MARINE MIDLAND BANK (now HSBC Holdings), New York, NY 1987-1990
Vice President and Manager
SALOMON BROTHERS INC (now Citigroup Global Markets), New York, NY 1979-1987
Vice President – Trading
DONALDSON, LUFKIN & JENRETTE (now Credit Suisse), New York, NY 1978-1979
Taxable Fixed Income Sales
LEHMAN BROTHERS KUHN LOEB (now Barclays Capital), New York, NY 1977-1978
Taxable Fixed Income Sales
CHEMICAL BANK (now JPMorgan Chase), New York, NY 1974-1977
Senior Analyst – Control Division
• The Wharton School – University of Pennsylvania; Bachelor of Science, Economics; 1974
• Chartered Financial Analyst; 1994
• CFA Institute, Charlottesville, VA
• New York Society of Security Analysts
• CFA Society of Washington, DC
• Washington, DC Association of Money Managers
|Active; awarded 1994|
Education, Healthcare, The Episcopal Church (see volunteer activities below)
CFA Institute Research Challenge; Industry Mentor (2012-2013) and Judge (2014) (see Item #14 below);
American University Kogod School of Business Student Managed Investment Fund – Washington, DC; guest lecturer, “value” equity investing (2013) (see Item #6 below);
CenterLight Health System; Investment Committee (2011-present), Nursing Home Consolidated Board of Directors (2011-present);
St. James’ Church - New York City; Investment Committee (2005-2011), Recording Secretary, Statistician, Assistant Chairman;
St. James’ Church – New York City; Grants Committee (2012);
Frederick Douglas Academy – New York City; Career Day Advisor and Mentor - Financial Services/Investment Management (2011);
Wharton School Club of Washington, DC; Mentor – Recent Graduates Program (2012-present);
Johns Hopkins University Carey School of Business – Washington, DC; Advisor, Equity Analyst Team (2013-present);
The Chapin School – New York City; Annual Fund volunteer/fundraiser (2000-2011);
|John F. Greenberg||Greenberg.email@example.com||443-690-0928 or 202-326-4181||PBGC||28 years|
Board Member and Secretary for CFA Society Washington DC.
CIO for the PBGC where I oversee a 80 billion dollar investment portfolio.
Particularly like charities that feed, clothe, offer health care or provide shelter to those in need.
|yuan firstname.lastname@example.org||770-630-6670||HY Financial||7|
Registered Investment Advisor
REALTOR License Real Estate Agent
MBA, MS Finance, MS Electrical Engineering
I was also in E&Y for 9 years in the transaction advisory services practice.
CHild relief and you,
|Xiaolu (Claire) Cuiemail@example.com||7039672085|
Board Treasurer, Asian Pacific Islander Domestic Violence Resource Project (DVRP.org)
|Emmanuel Kayodefirstname.lastname@example.org||4437914148||SEIA, LLC||3|
Series 7 and 66 license, CFA Candidate
|Kenneth Stemmeemail@example.com||2035836511||International Monetary Fund||20|
Bulk of career focused on hedge fund analysis, mainly within the fund of funds industry. CAIA charterholder as well.
Formerly on Board of Directors of the Connecticut Zoological Foundation. Engaged/interested in zoos, history, education and abuse prevention.
|Robert Eubankfirstname.lastname@example.org||240-497-5032||Chevy Chase Trust/ASB Investment Management||4|
Portfolio Manager for a small piece of Towson University's endowment while in Undergradate.
Internship experience as a buy-side equity analyst and also in financial planning.
Currently an equity analyst for a all world, all capitalization fund and a US Large Cap Core fund.
|Level 2 Candidate|
Education, Empowerment, Nature
|J. Jordan Schlick||Jordan@CompassCapMgt.com||443-266-4074||Compass Capital Management, LLC||25+|
MBA, College of William and Mary
Equity Mutual Fund Manager at PNC (formerly Mercantile Safe, Baltimore, MD)
Equity and Balanced Fund Manager at HighMark Capital, San Francisco, CA
High Net Worth Portfolio Manager, Mt. Vernon Associates and Compass Capital Management
|Passed all levels|
Religious and Non-Profit
|Ting Chenemail@example.com||3129522206||Capital One||4+|
Portfolio manager specialize in securitized products, investment under management totaling $10+bn.
Prior experience in capital markets funding for 4 years.
|CFA Charter holder since 2006|
|Heath Winter||Heath@ArbitrOption.com||888-374-4425||ArbitrOption Capital Management||10+|
MBA in Finance / Economics from Columbia Business School
Current Series 56 (proprietary trading) and Series 65 (Investment Advisor)
Prior Series 7 (General Securities)
Volunteerism, philanthropy, hospice care, hunger, education, but open to learning about new charitable opportunities.
|Jeanne Shenfirstname.lastname@example.org||2024781048||GAVI Alliance||15|
* actuarial analyst
* broad finance experience at a telecommunications start-up
* currently CIO at a Swiss charity that is one of the major players in vaccination and immunization efforts in developing countries
* workforce training for women and veterans
* wildlife conservation
* educational scholarships or opportunities for inner city kids
* health related programs for inner city kids
|Kenny Ogundimu||Kennyogundimu@gmail.com||240-338-2903||Capital One||10|
|Justin Cuddyemail@example.com||703-509-9978||Navy Federal Credit Union||5||Passed level 1 exam|
|Kun JIfirstname.lastname@example.org||2023525849||1||CFA Level II Candidate|
|Daniel McManusemail@example.com||703-689-4220||Air Line Pilots Association, Int'l||20|
Experience: Institutional Investment Management; Investment Consulting; Commercial Banking; Investment Banking; Commercial Real Estate
Credentials: MBA degree
|D. Jeffrey Dramstadfirstname.lastname@example.org||3016577186||Clark Enterprises, Inc.||20|
CFA, CAIA Candidate
|Charterholder since 2000|
|Michael J. Smithemail@example.com||727-510-7429||The Silverline Group||12|
Over a decade of experience working on Wall Street at large investment/brokerage firms.
|CFA Charterholder |
Health and Wellness; Wounded Warriors and Troop Support; Underprivileged Children/Schools; Nature Conservation; Historical Preservation; and Cycling.
|Gregory Kastenfirstname.lastname@example.org||3014669402||United Mine Workers Health and Retirement Funds||8||CFA Charterholder|
Arts and Culture
|Brian Graciaemail@example.com||6178177557||BNY Mellon Wealth Management||4|
Certified Financial Planner(tm) certificant (CFP(r))
Chartered Financial Consultant (ChFC)
|2015 Level III Candidate|
Youth mentoring organizations, professional training & preparation, returning veterans, local communities, youth sports and music programs, foreign aid and more.
|Na Yangfirstname.lastname@example.org||2027563905||Institute of International Finance||3|
Innovative, experienced, achievement-oriented May grad with masters in finance, honors, passed CFA Level I, seeking full-time opportunity in financial field. Interested in quantitative analysis, equity, forex, fixed income, etc.
3-year experience of running a start-up company;
3-year experience of investing and managing my own portfolio
|CFA Level II Candidate|
Economic Development. Legal assistant
|CFA Level I candidate|
|Jeffrey M. Covellemail@example.com||703-895-9185||Gallagher Fiduciary Advisors||12|
Current Role: Area Senior Vice President and Assistant Director at Gallagher Fiduciary Advisors. This role involves day to day management of the institutional investment consulting practice and advising institutional clients on their asset allocation, manager selection and other investment/risk management related subjects.
Regularly present various investment related subjects to Board of Trustees.
Masters degree in Finance from Johns Hopkins University.
Member of Gallagher Fiduciary Advisors Research Committee.
7 years as a senior investment professional at a university endowment, non-profit foundation and employee defined benefit plan. extensive experience with alternative investments and Chartered Alternative Investment Analyst (CAIA) charter holder since 2005
|Charter holder since 2005|
I personally support various Jewish community causes, American Red Cross, cancer research and Alzheimer's research
|Yanyan Linfirstname.lastname@example.org||434-249-6144||Tate & Tryon CPAs and Consultants||Less than 1 year|
Virginia Certified Public Accountant
Passed all the exams for the Certified Fraud Examiner
Securities Sales Intern
Audit Intern at KPMG China, focusing on pre-IPO due diligence
1.5 years non-profit audit experience
|CFA Level III candidate|
|Justin Ellsesseremail@example.com||717-856-4240||Lepercq Lynx Investment Advisory||6|
Lepercq Lynx Investment Advisory, Washington, DC Research Analyst
♦ Perform manager due diligence and attribution analysis for consulting client assets totaling over $900 million
♦ Perform research tasks, ad hoc projects, and portfolio monitoring for the Lynx Global Real Asset Fund
Created a new excel based portfolio monitoring dashboard for more efficient tracking of month to date performance
Assist in writing the quarterly commentary for the fund
Was put in charge of a project to transfer the fund from an LP structure to a Mutual Fund structure
♦ Complete ad hoc research and projects for the Chief Investment Officer and Senior Consultants in the practice
Conducted a search and evaluation of various fashion companies for a venture capital investment
Monitor and report on a Private Equity portfolio for a large high net worth client
Created weekly dashboard to monitor various asset classes, countries, sectors, and individual securities world
♦ Member of the Investment Committee
Silver Leaf Partners, Washington, DC Sept 11 – March 2014
Manager, Trading and Operations
♦ Advise clients on correct route and trading strategy when executing trades while monitoring the risk to the firm and building out trading infrastructure
♦ Do analysis for Ad Hoc projects
Created excel based pair trading execution and analysis platform based off client’s proprietary algorithm and asset correlation studies resulting in better execution and strategy implementation
Assist in gathering and analyzing information regarding current bond offerings, historical returns, effect of natural disasters on bond payments and price along with current bond liquidity to determine the feasibility of a Catastrophe Bond Fund
♦ Perform Analysis for Silver Leaf Capital Markets Division on potential asset based loans
Manager, Client Services
♦ Advise clients on efficient use of margin and risk when implementing strategies
Created a presentation and had multiple sessions with Portfolio Managers of a $70 billion hedge fund to assist them in their portfolio analytics and ensure minimal use of margin
♦ Negotiated sale of client’s MF Global claim to RBS recovering 98% of client’s account value
♦ Create excel models to assist in the analysis for the firm and for customers
Created financial models for block trades and PIPE in international and domestic markets to ensure profitability
Created re-balancing model for ETF that included securities across multiple currencies and markets
♦ Created improved analytical worksheet for customer commission and profit tracking
Other positions held at Silver Leaf
♦ Deal with ad hoc issues at request of the firm’s partners and clients
Assisted client in MF Global claims process, advised fund board of directors on appropriate course of action
♦ Book Trades across multiple asset classes and ensure settlement for client accounts
LEADERSHIP & VOLUNTEER ACTIVITIES
-Member of Shippensburg University Financial Advisory Council – Youngest Member ever admitted
Feb 12 - Present
♦ Advise University on financial degree curriculum and participate in panel discussions on various topics for the benefit of the student body
♦ Oversee Investment Management Principles class along with their $100,000 portfolio
-Washington DC Social Chair – WallStreetOasis.com
-Member Washington D.C. CFA Society
-Shippensburg State University, Shippensburg, PA
Class of 2011
Major in Finance / Minor in Political Science
-George Washington University, Washington, DC
Completed Masters Level Courses as part of a special program
SKILLS & INTERESTS
-Licenses / Certifications: Holds Series 7, 63, 3, 4, 55, 99, and 24; CFA Level III Candidate; Certified on Bloomberg Terminal
-Computer: Advanced Excel + VBA Macros, Bloomberg, ACT Terminal, Advent APX, Knight Direct, NetX360, Real Tick, Liquidpoint, Instaquote
-Training Courses: Breaking Into Wall Street Modeling Coursework
|Level III Candidate (Pending Results of June 2014 Exam)|
|Ronald Rough||ron@FSAinvest.com||301-949-7300||Financial Services Advisory, Inc.||25|
Miami University National Alumni Board (2001 - 2005)
Wildlife protection, Chesapeake Bay, Potomac River, Habitat for Humanity, Faith-based groups
CPA, with ten years of industrial experience.
|CFA Level II candidate|
global democracy, religion, health, etc.
|Milgo Galaydhfirstname.lastname@example.org||2023685368||Albright Capital||11||CFA Charterholder |
Education (volunteered with as a tutor with Reading Partners) and Financial Literacy.
|Jordan VanOortemail@example.com||6073291825||Collins Investment Group||10|
Certified Financial Planner TM
Yale University 2006 B.A. Economics
Familial, Educational, Religious, Health
|Daniel Lee||DanLee411@gmail.com||703-405-1092||Profit Investment Management, LLC||9.5||CFA charterholder|
|Josh O'Brienfirstname.lastname@example.org||7039669907||Strategic Investment Group||8|
MBA from Georgetown University.
Finance is my second career.
|Level II candidate|
I am not currently involved with a charity, however, am keenly interested in organizations that help create a level playing field and provide equality of opportunity whether in the workplace or in the justice system.
-Bachelor's Degree in Economics & Financial Mathematics at University of Virginia
-Internship at the Enterprise Risk Management Division at Freddie Mac
|Level I Designation|
|Veronica Siemail@example.com||6148865028||University of Maryland||0|
ACCA F1, F2, F3, F4 Pass;
Credit Business Intern at China Construction Bank;
Assurance Intern at PwC;
Wealth Management Intern at HSBC.
|CFA Level I Pass;|
Worked in credit at ING Bank (Moscow), World Economic Forum (New York), IFC / The World Bank Group - Financial Institutions Group.
|Passed Level II exam|
|Paul D'Eramofirstname.lastname@example.org||6092734122||Navy Federal Credit Union||5+|
Experience trading investment grade fixed income as well as a CFA charterholder.
Low income job placement, providers of food, shelter, fresh water, child care.
|Catherine Palmer Royemail@example.com||301 657-7068||Calvert Investments||30|
Have served on Investment Committees for Greater Washington YWCA and Leadership Montgomery
|Lin Zhangfirstname.lastname@example.org||3016615667||Access Funding||0-2 years||CFA Level 2 candidate|
|Jordan VanOort||JRVO1333@gmail.com||607-329-1825||Collins Investment Group||10|
Certified Financial Planner (TM)
Yale University BA 2006
|Current Member and Charterholder|
Familial, health, education, community
|Duy Ngoemail@example.com||2136182018||FOCUS Investment Banking||2||Candidate|
Poverty alleviation, equality, financial education for children
|James (Jim) O'Donnellfirstname.lastname@example.org||7036882232||Probitas Capital||17|
-Currently manage small family office utilizing in-house traditional & alternative strategies within liquid capital markets
-Managed portfolios within hedge funds, alt. index funds, and separately managed accounts using a variety of instruments and strategies within RIA, Bank and Trust Co. structures.
-Senior investment professional on the NADA Retirement Trust investment committee utilizing external managers, top tier consulting firm and an active-passive approach
-Managed accounts for a number of small institutions, retirement plans and non-profits
-Volunteered on finance/investment committees in an array of organizations in personal life
-M.S. Finance, George Washington University
-B.S. Commerce-Accounting, University of Virginia
|CFA Charterholder since 2001|
Education, Religious, Environmental, NGOs, Social Justice, Professional Associations
|Marie H.R. Bakkeremail@example.com||202-4739285||The World Bank Group||25+|
strategy development & implementation, corporate planning & analysis, budgeting, corporate finance, risk management, banking, regulation of banks & other financial institutions, small business development, capital markets, development finance
finance (e.g., pension funds, community banks, credit unions, development finance institutions such as FINCA), environment (e.g., World Wildlife Fund, Nature Conservancy), health (e.g., American Red Cross, hospitals)
|Francis Martinezfirstname.lastname@example.org||Capital One|
-Enterprise Risk Management
-Operational Risk Management
-Financial, statistical, econometric modeling
|Passed Level 1 of the CFA Exam|
Non-profits focused on:
-improving education, especially in science, technology, engineering, and mathematics
-fitness, physical activity, and general health
|Richard A. Pender, CFAemail@example.com||3012158697||Howard Hughes Medical Institute||31|
Equity portfolio manager, former mutual fund manager, former CIO of previous employer's wholly-owned trust company
Education, adequate nourishment for children
|Yizhou Jingfirstname.lastname@example.org||4342490122||Nodal Exchange||2|
Certified Financial Risk Manager
|Passed 3 levels of CFA exams|
|thomas email@example.com||202-236-7599||FINRA||CFA: charter earned 2014|
Securities attorney for over 30 years.
|Jia Hufirstname.lastname@example.org||2023164651||PrairieGold Solar LLC||1|
PrairieGold Solar LLC. Washington D.C. 6/2014-
Venture Capital Financial Analyst
Support the investment of $10 million capitals in solar projects, perform investment due diligence, analyze projects’ profitability and conduct research on specific programs and policies to support transactions.
Assist in the development of actionable recommendations for senior management, and meet with investment partners.
Create financial models with guidance of supervisors, utilizes advanced modeling techniques to appropriately analyze the financial and growth impacts of various solutions, and manages venture capital database to source candidates for future business dealings.
Robert H. Smith School of Business, University of Maryland, College Park 7/2013-8/2013
Executive Education Program----China Development Bank Credit Management Program Intern
Completed 3-month preparation work and 1-month post work, translated program materials into Chinese, executed the operation of 15-day program (18 hours/day), and managed outing itineraries and agendas.
Served as primary point of contact for all inquiries from Chinese delegation, guest speakers, and program heads.
Supported 3-day trip to NYC, independently identified and resolved any logistical conflicts.
Merchants Securities, Yunnan, China 8/2011-11/2011
Equity Analyst Intern
On boarded 60 clients with $3M asset under management, worked with clients creating risk profiles and trading accounts, assisted consumers in making trade on electronic trading platform, and improved customer service rating.
Performed analysis of products performances of Merchant Securities, and assisted with general office operation.
Promoted “Yifangda” series ETF, and made investment recommendation to clients with supervisor assistance.
Agricultural Bank of China, Yunnan, China 4/2011-7/2011
Private Banking Intern
Supported bringing in personal loan which increased 24.9% in 2011, screened clients’ credit record, completed application process and kept application materials on file, explained online bank services to clients, monitored clients loan compliance and kept record.
Coordinated between branch and sub-branches to ensure internal bank policy compliance and investment products sale target achievement, provided administrative coordination between Private Banking, Accounting, and other departments.
TD Ameritrade Investment Competition 2013
Group leader, analyzed macroeconomic environment, industries performance and equities, created investment strategy, selected equities and managed the portfolio which has 18% return rate, and made investment decisions under tight time constraints.
Executed daily trading activities, monitored account balance, utilized quantitative investment methods to maximize possible profit.
Southwest Forestry University Shangri-La rural Living Condition Research 2010
“Investigation of grass land utilization in shangri-la”, Ecological Economy, 2010.10
Interviewed local residents, gathered information about local grass land reservation and policy, collected demographic data, took pictures of local herdsmen, fields, and their living condition, wrote and published the research report.
Beijing Jiaotong University
University Student Innovation Research Programs, Beijing, China 2010
Group leader, conducted research on Chinese internet community, analyzed the profitability model, composed research paper, presented the results to evaluation committee and was awarded second prize.
Mathematical Contest in Modeling (MCM),Beijing, China 2010
Researched about relevant background information, created the math model, supported the programming of calculation, and was awarded third place by the Consortium for Mathematics and Its Applications.
Nationwide “Challenge Cup” Research Program 2009
Group leader, led the analysis of the applicability and profitability of the new project, coordinated the work and leveraged the contributions and ideas of team members, monitored the research process and wrote the final paper.
Languages: Chinese (native), English (fluent)
Skills: Excel, Word, PowerPoint, Adobe, SPSS, ERP, Matlab, Eviews, Bloomberg, C language, Capital IQ, VBA, data analysis
|CFA Level 3 candidate|
Financial services, environmental protection, animal protection, historic reservation, and others
|Gaobo Pang, Ph.D., CFAemail@example.com||13|
SUMMARY OF QUALIFICATIONS
Over 13 years of solid experience in macroeconomics, corporate finance, investment, and wealth management, on the top of the Ph.D. and CFA accreditations
Capacity to synthesize, model, simulate, and analyze complex theoretical and client issues through econometric techniques and quantitative computing
A frequent speaker at academic and practitioners’ meetings, an established publication record in peer-reviewed journals, and professional recognitions (2014 RMIR Best Article Award, 2011 Finalist for Paul A. Samuelson Award)
Senior Economist, Towers Watson, U.S.A. 2006 – Now
Supervise a team for data exploration, econometrics, and quantitative modeling
Innovate services and products and evaluate offerings from external financial vendors
Lead asset-liability modeling (e.g., liability-driven investment, LDI) and stochastic simulations of corporate funding strategies, with considerations of pension plan provisions, uncertainties in asset and labor markets, and legal and regulatory requirements
Develop and evaluate wealth management strategies (e.g., income solutions) such as systematic withdrawals, fixed/variable annuities, and minimum withdrawal guarantees
Optimize household portfolio choice, including life annuities, longevity insurance, target-date funds, and other qualified default investment alternatives (QDIAs) for defined contribution plans
Lead time series modeling and numerical simulations of asset rates and returns, inflation, and credit defaults under standard market shocks plus the overlay of rare economic disasters
Conduct statistical and econometric analysis of workers’ labor behavior, savings adequacy, investment choices, and influence factors using SCF, HRS, CPS, CEX, etc.
Design and analyze surveys on economic and investment expectations, household finances, and employer-sponsored benefits programs
Economist, World Bank, Washington D.C., U.S.A. 2003 – 2006
Conducted research and policy discussions with regard to
Macroeconomic dynamics under monetary and fiscal policies, public debt sustainability, and public expenditure composition
Growth and solvency implications of external shocks (e.g., oil dependence and oil price volatility)
Non-parametric evaluations of efficiency of public spending
Lecturer, Intermediate Microeconomics, University of Maryland 2003 – 2004
Teaching Assistant, Microeconomic Analysis I&II (Ph.D. level), U. of Maryland 2002 – 2004
Loan Manager, Bank of China, China 1995 – 1997
Examined corporate clients’ balance sheets, performed profitability and risk analyses, extended commercial loans, and monitored use and repayment of loans
|CFA charter holder|
Data analysis specialist. Expert Excel and access user
|Passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience|
|Lee Trenumfirstname.lastname@example.org||202.962.6939||ICMA Retirement Corporation||17||Current|
I am open to a range of charitable focuses. My primary objective is identifying an opportunity to connect with others and contribute to a worthwhile cause.
|Wei Qian||WQ1030@gmail.com||2025505588||US Advisors||2||CFA LEVEL II Candidate|
investments, budgeting, financial statement analysis, research,modeling
|Addison Danaemail@example.com||5713354884||The Nature Conservancy||16|
Addison Dana is the Chief Investment Officer for The Nature Conservancy in Arlington, Virginia. At The Conservancy, Mr. Dana oversees the investment strategy and implementation of the non-profit’s endowment portfolios, as well as the capital markets funding of the organization. Mr. Dana also contributes to The Conservancy’s evaluation of impact capital opportunities, and produces investment commentary, analysis, and research. Additionally, Mr. Dana represents The Conservancy’s interests in various external investment trusts and partnerships. Prior to joining The Conservancy, he was the Portfolio Strategist for The Salvation Army's Office of Investments, where he developed investment strategy for the organization’s endowment portfolio, and conducted asset allocation and investment research. Mr. Dana also worked as an equity research analyst on Bear, Stearns & Co.'s top-ranked gaming and lodging team. He started his career as a portfolio trader in Invesco's Managed Accounts group in Atlanta. A CFA Charterholder, Mr. Dana received a B.A. in Economics from Furman University, and an M.B.A from Emory University's Goizueta Business School. Mr. Dana is also a member of the CFA Society of Washington, DC.
Social Services (such as The Salvation Army)
|Ryan Perrautfirstname.lastname@example.org||301-215-4422||Merrill Lynch Wealth Management||10+|
Columbia Business School (MBA)
Georgetown University (BA)
Citigroup Instiutional Asset Management (Fixed Income)
FBR Capital Markets (Equity Research)
CNF Investments (Private Equity/Venture Capital)
Deloitte Consulting (Strategy & Operations)
|CFA Charterholder - Active|
Healthcare / Medical Research
|Shepard Buckmanemail@example.com||202-585-5346||UBS Financial Services||15|
I was a founding board member of and play a finance advisory role on a international foundation for women's issues. I also served on my condo association board as treasurer and president.
|Jeffrey Gordonfirstname.lastname@example.org||7037778826||Steigerwald, Gordon & Koch Inc. Wealth Advisors||18||Charterholder|
I would like to contribute my knowledge and experience to assist those organizations in need.
|Pedro J Pereyraemail@example.com||(202)440-0916||X Energy, LLC||8|
Corporate finance leader with more than eight years of experience providing financial decision services at various levels of a Fortune 200 corporation. Proven track record of delivering on strategic objectives while managing cross-cultural teams operating in multiple international locations.
Development of Emerging Markets
|Sudeep Anandfirstname.lastname@example.org||(202) 255-4126||Retired as Treasurer from Smithsonian Institution at the end of 2013||20+|
See attached resume
|Heather Errigoemail@example.com||2028333700||Lynx Investment Advisory, LLC||20|
CFA, Series 65
Helping underprivileged children.
|Adela Skenderasifirstname.lastname@example.org||2026746135||International Monetary Fund||11 years||CFA Charterholder.|
Interested in organizations that support the education of disadvantaged children/youth and women.
|Salman Tajuddinemail@example.com||703-472-5958||Capstone Advisory Group||20|
Mr. Tajuddin has been a lender, private equity investor, and consultant.
For the last 8 years, he has advised investors, lenders, and other stakeholders in turnaround and restructuring engagements. His experience includes financial forecasting and planning, accounting systems due diligence, operational improvement identification and execution, performance analysis, and transaction advisory services.
Healthcare, religious/service organizations, advocacy groups, education organizations.
|Greg Caronfirstname.lastname@example.org||305-781-5769||Brown Advisory||14|
Extensive institutional investment experience including investment policy development, asset allocation, manager selection and monitoring across all asset classes and investment strategies. Professional experience includes traditional and alternative investment strategies.
Currently work in a client-facing role at an instituitonal investment management firm (Brown Advisory) in Baltimore where I work with investment committees and their investment consultants across the US.
|CAIA charterholder. Passed level 1 of CFA.|
|Charles Z Xieemail@example.com||(202)623-9939||International Monetary Fund||6||CFA Charterholder|
Arts and Theater;
Education and Youth;
International / Asian organizations
|Khadija Boukhobzafirstname.lastname@example.org||3015386289||2014 Level I Candidate in the CFA Program|
|Lei Zhouemail@example.com||2026791808||Seaton Benkowski & Partners, North America Inc.||4||Passed Level II|
|James T. Conversanofirstname.lastname@example.org||301-801-4133||Berkeley Research Group, LLC||20+||CFA, CIPM|
|Deborah Christieemail@example.com||703-526-8500||Cambridge Associaties||>20|
Currently a Managing Director of Research at Cambridge Associates. Former Chief Compliance Officer and Director of Research at small investment management boutique. Knowledge of the capital markets and investment managers as well as trends in the non-profit community.
|CFA Charter holder|
Theater, the environment and social issues.
|Xiaochen Sunfirstname.lastname@example.org||7033417959||Johns Hopkins University||less than 1 year||CFA level I candidate|
|Jason Stoneman||Jstoneman@atlantictrust.com||202 741 6210||Atlantic Trust||10|
Portfolio Manager at Atlantic Trust (2013-present)
Director of Investment Strategies for the Pagnato-Karp Group at Merrill Lynch Private Banking and Investment Group (2005-2011) and at Hightower Advisors (2011-2012)
|CFA Charter holder |
I have worked with Wounded Warriors, Food For Others, Whitman Walker Clinic, Junior Achievement and the Hippo House Montessori School.
|Edward Patchett, CFAemail@example.com||202-329-6998||GCM Grosvenor||25|
- Broad and deep experience in institutional investing
- 18 years experience as investment consultant to large institutional investors
- Expertise in traditional and alternative investments
- Experience working with wide range of boards and investment committees -- ability to faciltate concensus decision making
- MS in Finance (Johns Hopkins University)
- Resume and references available on request
|CFA Charterholder since 1996|
Interests include healthcare organizations and hospitals and nonprofit organizations supporting the following:
- Individuals with intellectual and/or physical disabilities
- Medical research in cancer, heart disease and birth defects
- Economically disadvantaged people (feeding and educating the poor, job training, college scholarships, mentoring)
|Ines Gonzalez del Mazofirstname.lastname@example.org||2023754678||The World Bank Group ||0|
Assisted Chief Financial Officer on the attendance to Financial Stability Board (FSB) and G20 meetings on global financial vulnerabilities and new regulation.
Trained 25 Central Bank of Sudan staff on financial analysis of corporates and modelling and stress testing of banks.
Supported individual experts on the ground in Barbados & Uruguay FSAPs in providing recommendations to the Government to further develop capital markets, credit unions and deposit insurance schemes
Bachelor and Master in Business Adminsitration.
|Student of CFA Level 1|
I work in Streetwise Partners as a mentor for low-income people and will like to continue volunteering in my free time using my working experience in the financial arena. I will be most useful in local microfinance organizations or credit unions but I have done financial analysis of corporates and therefore could assist in other sectors.
|Zheng Zhaiemail@example.com||2026443128||International Finance Corporation||0||Level 3 candidate |
|Ge Zhufirstname.lastname@example.org||3015260866||1||CFA Level 1 Candidate 2015|
Related to investment and finance.
|Chujun Luemail@example.com||5177750390||Full time graduate student||1|
|Berend van Roijen||Berend.firstname.lastname@example.org||3019619000||United Capital||7||Charterholder|
|Richard Bottomleyemail@example.com||571-235-9157||Evergreen Associates||25|
CPA certificate as well as CFA
University of Virginia Web Based Marketing course work
Previous Non-Profit Chairman and Board Member
Small Business owner/operator experience
|Current CFA and DC Chapter member|
Experienced with non profit Affordable Housing, Mortgage Finance and Property Management.
Also interested in small business finance, accounting, operational controls and use of web based technology for marketing and fundraising.