MANAGEMENT CONSULTANT Skills Microsoft Office Suite Factset Ipreo Experience 07/2013 12/2014 Management Consultant Company Name － City State Utilized management abilities knowledge coding oversee team 10 software engineers tasked designing back office database multi-billion dollar client Managed cross-functional teams high demand environment complete global strategy project strenuous deadlines Drafted proposals client engagements highlighting expectations service, engagement pricing associated costs Evaluated CCAR vendor models developed proprietary probability default models multi-billion dollar mortgage portfolio Created valuation models designed value public private equity tax reporting purposes. 11/2010 02/2011 Investment Banking Analyst Company Name － City State Assisted lead associate vice president facilitating merger acquisition transactions life science industry reviewing analyzing pro forma financial statements updating models accordingly Created processes around sales cycle monitor improve sales performance keeping precise account prior prospecting efforts Maintained CRM system streamlined use extensive, voluntary training making team efficient impactful. 11/2008 11/2010 Financial Advisor Company Name － City State Evaluated financial plans current prospective clients provided recommendations would reasonably ensure meet future financial goals Assembled team estate planners, investment specialists CPAs providing comprehensive planning board clientele. Company Name － City State Institutional Equity Sales Dec 2014 Present Utilized strong written verbal communication skills distill complex financial topics salient points clientele Evaluated research reports valuation models gain holistic understanding research product Developed interactive, online database R programming hold 13F trade data eliminated redundancies desk's daily processes Collaborated across multiple segments firm including research, syndicate, corporate access derivatives personnel Managed multiple client requests fast pace environment staying organized keeping detailed accounts tasks. Education Training May 2013 MBA CARNEGIE MELLON UNIVERSITY, TEPPER SCHOOL OF BUSINESS － City State Investment Strategy Dec 2009 B.S Finance Finance Bright Futures Scholar National Honor Society Interests Graduate Finance Association, Alpha Club, The Soccer Club UNIVERSITY OF SOUTH FLORIDA Tampa, FL Skills CRM, clientele, client, clients, database, Dec, derivatives, designing, Equity, fast, financial, financial statements, functional, Investment Strategy, access, Microsoft Office Suite, office, personnel, pricing, processes, research product, coding, Programming, proposals, reporting, research, research reports, Sales, strategy, tax, valuation, verbal communication skills, written Additional Information Clubs: Graduate Finance Association, Alpha Club, The Soccer Club UNIVERSITY OF SOUTH FLORIDA Tampa, FL CREDENTIALS AND LICENSES Chartered Financial Analyst Series 7 Series 63 INTERESTS Languages History Futbol Markets Golf