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CFA Institute Research Challenge 2014 - Molson Coors Brewing Company
When it comes to hiring interns or entry level specialists, the Local CFA
Institute Research Challenges provides access to a pool of highly qualified
students. Resumes of students who participated in the 2014 CFA Institute
Research Challenge - Colorado are attached with this page.
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John Tripp Lester1040 Hobbit Street Apartment M-114 Fort Collins, CO 80523(303) 877-3623jclester@rams.colostate.edu
EducationCOLORADO STATE UNIVERSITY FORT COLLINS, CO
Master of Science: Financial Risk Management To be conferred May, 2014Bachlor of Science: Business Administration Graduated May, 2013Concentration: Investment Analysis GPA: 3.22UNIVERSITY OF ECONOMICS PRAGUE, CZ
Study Abroad Program Spring 2012
Finance ExperienceCSU CFA SOCIETY INVESTMENT CHALLENGE MEMBER August 2013 Present
Assumed the role of a CFA certificate holder to perform indebth analysis of Molson Coors Brewing Company. Oversaw four team members and led the process of prepairing a 30+ page coverage report. Pitched our investment recommendation to a panel of CFA holders as a part of the state wide competition. Analytical work included: Finacial Statement analysis, Price Target Modeling, Statistical Modeling, and Predictive
analysis.
CSU SUMMIT FUND MEMBER Spring 20131 of 23 members chosen to help run and evaluate a portfolio of $230,000
Oversee sector allocation, selling and buying new holdings after pitching investment thesis to peers. Maintain active equity market awareness while exploring macroeconomic indicators.
UBS FINANCIAL SERVICES Denver, CO; Greeley, CO Summer 2011 and 2012CFA Intern
Prepare complex reports for Certified Financial Planners on quarterly research statements. Extensive Morningstar use for evaluating domestic and international funds. Frequent asset allocation meetings and discussions with UBS clients. Widespread use of Microsoft Exel and Thomson-One Analytics. Interaction with selected Mutual Funds for analytical research. Account matainance and account opening procedures
Leadership, Activities, And AwardsSIGMA PHI EPSILON FRATERNITY August 2009 May 2013
Vice-President of Programing Spring 2013 Previousely Served as:
o Community Service Chairo Philanthropy Chairo Recruitment Team
Awarded Senior of the Year Spring 2013Achievements while holding above positions:
As Vice-President, require members to complete twenty-five hours of community service per semester 100 Percent involvement of my organization 3rdMost donations in Cans Around the Oval Over 3,000 dollars raised in a Philanthropy Event I organized and hosted.
Technical Skills: Extensive work with excel data
sets, functions, and macros.
Bloomberg certified with strongknowledge in financial analysisand predictive tools.
Intermediate in statisticalprogramming using Rand SAS.
Proficient with MircosoftWord and Powerpoint.
Confident in Financial Modelingincluding: DCF analysis, PortfolioOptimization, Black-Scholesmodeling, and Regression Analysis
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John Tripp Lester1040 Hobbit Street Apartment M-114 Fort Collins, CO 80523(303) 877-3623jclester@rams.colostate.edu
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Matthew Hammerly205 E Swallow Rd., Fort Collins, CO 80525
zebhammerly@gmail.com303-905-7384
Skills / Strengths
Positive yet competitive personality with the goal of continual self and communalimprovement.
Works well in new and fast pace environments that demand quick and engaged learningskills.
Excellent verbal and written communication skills.Certifications:Bloomberg Essentials Training Program: Equity Essentials, CommodityEssentials, Fixed Income Essentials, FX Essentials. Red Card, First Aid/CPR, ScubaComputer Software: MS Word, MS Excel/Access, MS PowerPointEquipment/Tools:A wide variety of landscaping and construction tools.
Education
Colorado State University, Ft. Collins, COBachelor of Science inBusiness AdministrationConcentration in Financewith a double major in EconomicsGraduation, May 2014\
Cumulative GPA: 3.503
Active member of CSU Summit Fund A group of 20 students that manage theschools $300,000 security portfolio.
Awarded membership to Omicron Delta Epsilon The International Honor Societyfor Economics
Work Experience
American Design & Landscape:
Worked as a full time General Laborer for 3 months from June through August of 2011.
On the first day of work my new co-workers made bets on how many days until I would quitthe job because of the rigor. To their surprise I did not quit.
Upon starting the job I had zero landscaping experience and was able to quickly learn anddevelop landscaping construction abilities, horticulture knowledge, and my Spanishspeaking ability.
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Volunteer Activities
EHP Ministries Mission Trip:
During the summer of 2012 traveled to Tanzania for three weeks. Ministered at hospitals, orphanages and local churches. Worked with local ministries to support the community. Was invited by the leader of the mission to return to Tanzania and minister with him the
following summer.Maranatha Mission Trip: During the summer of 2009 traveled to Ecuador for ten days. Built a school and church with other volunteers and local citizens. Utilized Spanish speaking skills to communicate with natives in small villages and provide
medical attention.Teen Court:
Two years of volunteer time in a court system. The court system strived to give juveniles a chance to avoid having misdemeanors on their
permanent records, to better educate them about their unintended negative effects, and givethem an opportunity to make up for their crimes against the community and orindividual(s).
National Jewish Hospital: Two consecutive years of volunteer time at the Breathing Rocks Convention in the Denver
Museum of Nature and Science. Successfully provided health evaluations and consultations with a large multitude of
people.
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VAN HONG LE
1500 W Plum st, Apt 8H, Fort Collins, CO | 970-231-0927 |van.h.le91@gmail.com
Strong analytical and organizational skills, developed by working as a Head of Research Department for ForeignTrade university Marketing club
Strong research skills via comprehensive training since I am a Graduate Assistant in Department of Finance andReal Estate, demonstrated in the short thesis in seminar class from which I got an A+.
Bloomberg certification in equity analysis Strong Excel skills and exposure to Add-ins and other programs as Gretl, SAS and R.
EDUCATION
Colorado State University (CSU), Fort Collins, CO
MSBA in Financial Risk Management Expected: May 201Colorado State University (CSU), Fort Collins, CO
BA in Economics Minor in Business Administration
May 201
GPA: 3.978/
Foreign Trade University (FTU), Hanoi, Vietnam May 201
American Accredited Undergraduate Program (joint curriculum between FTU and CSU)WORK EXPERIENCE
Graduate Teaching Assistant | College of Business CSU
Assisted a professor with research, concentrating on data collection. Topicsincluded How commercials in Super Bowl affect stock returns.
Aug 2013now
Part-time marketing employee | 5S Pro Joint Stock Company | Hanoi, Vietnam
Managed customer service and website content for food company, bringing morethan 300 business customers to the company every month
Aug 2011Jan 201
AWARDS
International Presidential Fellow | CSU
Promote internationalization on campusRunner-up | American Chamber of Commerce Scholarship | Hanoi, Vietnam
In top 40 all over Vietnam
Oct 2013 - now
Nov 201
Semi-finalist | Ychallenge Business Case competition | Yplatform | Singapore
Tackled a product development case for a plant company regarding analyzing marketconditions, companys core values, competitors and direct customers, financial statements
In top 12 out of 300 teams from Vietnam and Singapore
Sep 201
EXTRACURRICULAR ACTIVITY
Treasurer | Global Ambassador Program | Fort Collins International center, Fort Collins, CO
Managing organizations funds Aug 2013noAssistant | East Asian Conference for Financial Stability | Hanoi, Vietnam
Picked up guests at the airport and helped them prepare materials for presentation Nov 201Head of Research Department | Marketing Club of Foreign Trade University | Hanoi, Vietnam
Organized clubs seminars and competitions including topics such as blue ocean strategy,brand management, market analysis. Successfully held a marketing competition with more than
200 teams.
Coordinated and assigned tasks, as well as trained skills for department members, two ofwhom became presidents of the club in the following periods
Aug 2011Au201
Vicehead of External Relations Department | American Accredited Undergraduate
programs student social club
Raised sponsorship for voluntary activities, for the elderly and the homeless children inForTomorrow Center
2010201
Personal tutor, English and Math | Hanoi, Vietnam
Tutored three students who succeeded in the Entrance exam to Foreign LanguageSpecializing SchoolHigh school for Gift students
2010201
mailto:van.h.le91@gmail.commailto:van.h.le91@gmail.commailto:van.h.le91@gmail.commailto:van.h.le91@gmail.com8/12/2019 Students Resumes RC 2014
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TANMAY SANJAY MUDBIDRI3700 East Jewell Ave, Apt. C-114, Denver, CO 80210
Phone 720-466-0167; Email tanmay2490@gmail.com
OBJECTIVETo further my knowledge and qualifications in financial and investment analysis by pursuing the CFA certification, while
concurrently advancing my career as an analyst and developing my brand of analyses.
SUMMARY OF QUALIFICATIONS High-performing financial graduate student with academic experience in researching and analyzing firms, portfolios and
industries with the use of financial models, databases and other quantitative and qualitative tools
Proficient in the use of financial databases such as Bloomberg, MorningstarDirect, and FactSet Proficient in the use of Microsoft Office suite, SQL, Oracle PeopleSoft, and IBM Cognos ReportNet Detail-oriented with excellent communication and organizational skills Participant in the 2013/14 CFA Institute Research Challenge (Representing the University of Colorado, Denver) Nominated for Outstanding Graduate Student Fall 2013EDUCATIONUniversity of Colorado, Denver August 2011 December 2013
Master of Science in Finance GPA 3.91
Activities and Societies: Finance Club of University of Colorado, Denver
Monash University February 2008 December 2010
Bachelor of Business and Commerce; Majors: Banking & Finance, Accounting GPA 3.38
Activities and Societies: Business and Finance Club
RELEVANT COURSES
RELEVANT PROJECTS
Creation and performance evaluation of sector-rotation portfolio with subsequent pitch to investors Valuation of Starbucks-Teavana merger Stress-testing company financials for expansion opportunities while incorporating various constraints Analysis of opportunities for foreign direct investment in Indian and Chinese economies Equity valuation of the Molson Coors Brewing CompanyCERTIFICATIONS
Passed CFA Level 1, 2012 Bloomberg Essentials Training Program (Equity, Fixed Income, Commodities)WORK EXPERIENCE
Create and manage journal entries for various purposes Deposit payments to University of Colorado bank account using Desktop Deposit system Create and manage cash receipt reports in addition to payroll reports Assist in tax report filings (W-2, W-2c, W-3) Creating spreadsheets for performing various account reconciliation tasksLANGUAGES
Fluent in English Speaking proficiency in Marathi Elementary-level proficiency in German
Quantitative methods for finance Business Firm Valuation Mergers & Acquisitions Macroeconomics and Financial Markets Investment and Portfolio Analysis Financial Modeling
University of Colorado, Payroll & Benefit Services March 2012 April 2013
Student Assistant III
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PATRICK S.BURSEY22035 Laurel Oak Drive +1 (720) 289-8676Parker, Colorado 80138-8374 pbursey1@gmail.com
ASSOCIATE /ANALYST PROFILE
A self-motivated, dynamic professional with distinct credentials that combine solid, tactical leadership and quantitativeanalysis skills with a unique background in accounting, finance and management, an ability to work collaboratively and a
commitment to achieving corporate goals.
PROFESSIONALQUALIFICATIONS
PROFESSIONAL EXPERIENCE
Finance and Operations Manager - Epiphany, Englewood, Colorado 09/2004 to Present
Cultural innovator and inspirational leader experienced in using quantitative methods to guide executive level decision-making and ensure sustainable growth. Conducts monthly financial analysis, reconciles all cash accounts and develops
models to forecast revenues and minimize business risk (reports supported by qualitative and quantitative analysis).
Exceptional understanding of the importance of accurate, detailed presentations and plans, with a strong workingknowledge of business analysis techniques.
Developed recent strategies that have increased the companys Net Income 172% year-over-year and hisdepartments review scores have increased 14.8% over the past 6 months.
Responsible for managing the Accounting, IT, HR and Legal for a firm who employs as many as 16 FTEs. Strategic thinker with a proven track record of developing and implementing powerful marketing programs,
creating solid strategic presentations and consistently meeting deadlines and objectives. Planned, coordinated and managed sales events that have resulted in more than 500 million dollars, in sales.
Licensed Real Estate Broker Bursey & Associates/Metro Brokers, Englewood, Colorado 07/2012 to PresentRepresented buyers and sellers, in a fiduciary capacity, to navigate complex real estate transactions, while also negotiating the
terms of each contract in order to meet the objectives of his clients. Experienced in developing market studies, analyzing realestate trends and data, in order to produce price recommendations (both from a residential and commercial perspective).
Certified International Property Specialist (CIPS), Certified Distress Property Expert (CDPE), Short Sales andForeclosure Expert (SFR) and Broker Price Opinion Resource (BPOR).
Effective researcher able to interface with intermediaries and partners to collect and evaluate asset and portfolio levelfinancial information.
EDUCATION&CERTIFICATIONS
Bachelor of Science in Business Administration with an Emphasis in Finance December 2013University of Colorado, Denver, Colorado
ARGUS DCF 15 University Certification January 2014Argus Software, Houston, Texas
Licensed Real Estate Broker July 2012
Colorado Division of Real Estate
Accounting Cost Accounting
Bank Reconciliations
Accounts Payable
Accounts Receivable
Vendor Management
Payroll Processing
Tax Planning
Finance Budgets and Forecasting
Financial Statement Analysis
Trend Analysis and Modeling
Credit Analysis
Commercial Banking
Expert in Microsoft Excel
Technical Writing Skills
Management Strategic Decision Maker
Executive Coach
Meaningful Communicator
Advanced Leadership Skills
Business Team Building
Human Resource Management
Operations Management
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KIDOONG KIM
1920 South University Blvd #210 | Denver, CO, 80210
720-532-4353 |kimkidoong@gmail.com
OBJECTIVE
To pursue an internship or a financial analyst position in an investment management industry
SUMMARY OF QUALIFICATIONS
Master of Science, Finance graduate student; relevant coursework includes Financial Modeling,
Quantitative Methods for Finance, Investment Management Analysis and Macroeconomics and
Financial Markets
Eight years of actual investment experience in stocks and ETFs; excellent security analysis
experience including fundamental analysis, technical analysis and macroeconomic analysis;
advanced statistical skills that include correlation analysis, multivariate regression analysis and
Monte Carlo simulation; bilingual ability in English and Korean
Award winning careers by deeply researching relationships among leading economic indicators,
the stock market and financial statements Computer skills include Microsoft Office Suite, SPSS, STATA, @RISK and Bloomberg Terminal
EDUCATION
University of Colorado Denver, Denver, CO
Master of Science, Finance, Expected May 2014, 3.9 GPA
Inha University, Incheon, Korea, 2012
Bachelor of Science, Business Administration, 3.48 GPA
INVESTMENT ACTIVITIESBlue Chip Mutual Fund, Incheon, Korea, March 2005 July 2012
President
Managed assets of 20 million won as competition funds academic president ; improved asset
management ability and analysis skills about economy and company
Led 60 members and motivated them and developed excellent leadership skills
Planned and moved the simulated investment competition that 1,200 people participated in.
Improved planning ability and driving force behind competition
Korean University Investment Club, Seoul, Korea, March 2007 March 2008
Director Held seminars and exchanged knowledge on investments with members of University Investment
Clubs from approximately 40 Universities in Korea
HONORS AND AWARDS
Citibank, Finance Thesis Competition Award, 2010
Tongyang Securities, Inc., 1stPlace in Stock Research Competition, 2006
Tongyang Securities, Inc., Investment Competition Award (result was an 80% rate of return over two
months), 2005
mailto:kimkidoong@gmail.commailto:kimkidoong@gmail.commailto:kimkidoong@gmail.commailto:kimkidoong@gmail.com8/12/2019 Students Resumes RC 2014
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Oliver T. Bourne
1602 11th
Ave Greeley, CO 80631 Phone: 303-525-3104 Email: oliver.bourne@unco.edu
Objective:Seeking employment in the financial industry
Education
Bachelor of Science, Business Administration; Emphasis: Accounting & Finance, minor in Global Business May 2014
Monfort College of Business, 2004 Malcolm Baldrige National Quality Award
University of Northern Colorado (UNC), Greeley, CO
Cumulative GPA: 3.0/4.0
Related Experience
Student Body President, Student Senate, UNC (2013-2014 Academic Year)
Act as official representative for the student body and Student Senate Maintain communication with Office of Administration over securing student voice and identifying campus concerns Oversee responsibilities and make certain success of Student Cabinet members
Risk Advisory Services Intern, EKS&H, Denver Tech Center, CO (Summer 2013)
Tested controls in compliance with SOX 404 and identified high-risk areas in controls when conducting SOC reports Gained experience in areas of risk management, business operational processes and other internal control compliance Worked in engagement teams establishing working relationships with client personnel
Director of Finance, Student Senate, UNC (2012-2013 Academic Year)
Develop Student Cabinet budget, while keeping an updated ledger on all revenues and expenditures Organize and coordinate extensive fundraising efforts and events for Student Senate Responsible for training and overseeing Student Fee Allocation Process in allocating $1.55 million of student fees
Audit Supervisory Committee Intern, College Credit Union, Greeley, CO (spring 2012-Spring 2013)
Using a sampling process to audit accounts while verifying internal procedures Proficient in software related to internal record keeping and making cross-checks for additional verification purposes Maintain organization of documentation, rewriting procedures for efficiency and effectiveness
Additional Experience
Finance and Accounting Intern, Petroleum Field Services, Denver, CO (Aug. 2013-present)
Working in conjunction with Director of Finance and Controller to establish accounting procedures Analyze accounting information to conduct financial modeling and forecasting used for locating inefficient areas
Staff/Sports Counselor, Camp Timberline, Estes Park, CO (Summer 2011, 2012)
Mentored and motivated 150 campers per week on a day to day basis Communicated with parents in a caring, trustworthy manner
Activities
Student, Student and Foundation Fund, managing $1.4 mil in trade as fixed income manager 2013-present
Leader and mentor, Navigators Ministry 2010-present
Vice President,Delta Tau Delta Fraternity 2012-2013
Lab Consultant, IT Department, UNC 2011-2013
Recruitment Chairman, Delta Tau Delta Fraternity 2012
Student,Transformative Leadership Course, Air Force Academy 2011
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Lee Joseph Taylor1550 W. Dry Creek Rd. Littleton, Colorado 80120 (214)918-2307 lee.jo.taylor@gmail.com
EDUCATION
Monfort College of Business - University of Northern Colorado Greeley, Co
Business Finance Major: Minor in Accounting August 2009-Present
Top 10% of Finance Students Selected to be 1 of 8 students to manage Student and Foundation Fund ($1.3 Million Long Mixed Fund) Placed first in Investments Class trading competition Cumulative GPA 3.04/4.0; Major GPA 3.15/4.0 Relevant Coursework:
Investments Financial Markets and Institutions Corporate Finance I, II
Macro & Micro Economics Financial Accounting I, II Financial Crisis in the EU
EXPERIENCE
Student and Foundation Fund (SAFF) Greeley, Co
Fund Manager April 2013-Present Responsible managing a long mixed fund of over 1.3 million dollars Provide valuations and buy/sell proposals for equities and bonds Conduct an economic forecast and analysis Only top 5% of class are invited to manage the fund Generated a semi-annual performance newsletter
Tower Hill Trading Chicago, ILEquities Trader October 2013- Present
Trade on average $150,000 a day Execute trades based off of events, technical analysis and systemic events Improve trading results by reporting to risk management on a daily basis
LEADERSHIP
Financial Managers Association International (FMA) January 2013-Present Member: Attend special seminars presented by leaders in the finance industry and assist local business with
financial management. Placed third in the national finance quiz bowl against 39 other teams.
Student Center for the Public Trust January 2013-Present Member: Advocated for superior ethical performance for students and the business community
Business Tutor and Supplemental Instructor September 2009-Present Responsibilities:Must work with both students and instructors to provide a superior education experience for
students.. Proofread student essays and checked for spelling, grammar and content.
Finance Fellow Scholarship September 2013-Present
Responsibilities: As one of three finance students to receive the Finance Fellow Scholarship, I am required to educatemy fellow students on the Bloomberg, S&P Capital IQ and Research Insight Databases. I am also required to assist my
fellow students with valuation models and other finance methods.
ADDITIONAL INFORMATION
Scored Top 7% in the Bloomberg Aptitude Test:The BAT is both comprehensive and objective covering arange of performance areas including analytical reasoning, global markets, math, economics, news analysis andother relevant topics.
Level 1 CFA Candidate, December 2013 Interests:Second Degree Black Belt in Tae Kwon Do, World Travel, Ski Blading, Hiking, Reading, Kayaking
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Joshua Edward Bond1634 37thAvenue Place Greeley, CO 80634 (970)397-5265 bond1515@bears.unco.edu
E D U C AT I ON
University of Northern Colorado (Fall 2011-Present) Greeley, COMajor: Double Major; Finance and Accounting Expected Graduation: May 2014Cumulative GPA: 3.88 Major GPA: 4.0
E M P L OYM E N T
Aliquam Financial Services Greeley, COIntern July 2013-Present
Completed monthly bank reconciliations for various clients.Updated and input client information to QuickBooks.Verified client Employee Benefit Plans
Advantage Bank Greeley, COContract Inspector May 2012- December 2012
Complete regularly scheduled inspections of bank-owned properties.Document inspections with photographs and identify exterior maintenance needs.Develop and maintain report documenting inspectionsUniversity of Northern Colorado Bookstore & Fan Shop Greeley, COSales Associate August 2011- August 2013
Provide friendly and prompt customer service.Operate cash register, including balancing cash drawers both before and after shift.L E AD E RS H I P
UNC Student and Foundation Fund 2013-14 School YearPortfolio Manager- Selected as one of 8-15 students to manage $1.4 million fund; compose buy and
sell proposals; perform economic analysis; follow investment policy set by the FoundationCFA Institute Research Challenge 2013-14 School Year
Participant-Prepare valuation on Molson Coors; present valuation to panel of judges; sit in onmanagements presentation
Financial Management Association Honors Society Inducted 2012
Member-Awarded to Finance majors with a 3.5 GPA both in Finance courses and cumulative; oneof only two Northern Colorado students invited
Monfort College of Business Student Ambassador August 2012Present
Ambassador- Nominated by professors to aid in recruiting events for the college; served on panelsfor prospective students and parents as well as regional high school counselors; interviewed by
AACSB accreditation committee for the colleges accreditationMonfort College of Business Student Council August 2013 - Present
Student At-Large-One of three student at-large members nominated by club presidents; promotedcollege awareness through fundraising activities
Betta Gamma Sigma Fraternity Inducted 2012
MemberHonors Society for top 10% of undergraduates
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Weston Anderson1121 Albion St. #710
Denver, CO 80220
(719) 232-6898westonranderson@gmail.com
EducationMetropolitan State University of Denver Graduation: December 2013Major: Finance FMA, MSUD chapter Member
CFA Research Challenge Team Member
Courses
Financial Modeling Financial Strategies and Policies Managerial Finance Financial Markets & Institutions Principles of Accounting 1 & 2
Intermediate Finance International Finance Investments Statistics Management Science
Work Experience
ALPS, Inc., Denver, CO January 2013CurrentFund Accountant
Process daily cash inflow/outflow Reconcile cash statements Update daily NAVWells Fargo Bank, N.A. May 2013August 2013Teller Intern
Process banking transaction Exceeded customer service metricsInteractive Mortgage Advisors, Denver, CO January 2013May 2013Analyst Intern
Analyze data sets to update and monitor inputs into MSR portfolio valuation model Utilized Bloomberg Terminal to find key market data points for use in valuation modelAdditional InformationMorningstar Direct CertifiedBloomberg Aptitude Test: 90
thPercentile
Volunteer: ElephantTalk, non-profit food distribution organizationExperience with Bloomberg Terminal and FactSet
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RACHELM.BUCK (720)299-9568
1955 Yank Court Golden, Colorado 80401 r.buck123@yahoo.com
OBJECTIVE
A determined professional pursuing a career position where I can utilize my degree in finance. My goal is to contribute tothe success of my employer while working collectively in a professional environment. Demonstrated strengths include the
ability to manage multiple projects simultaneously while producing quality results.
WORK EXPERIENCE
Bank of the West 5/2011-8/2013
Customer Service Representative
The customers' first "point-of-contact" with the bank, identified sales and cross-selling opportunities for a varietyof financial products. Monitored economic trends while ensuring guidelines and quality standards were in
compliance.
Maintained appropriate cash limits, and performed cash management responsibilities to includeprocessing loan payments, cash checks, established deposits, issued cashier checks, and fund transfers.
MJB Capital Management LLC 5/2009-8/2010
Leasing Agent Administrative Assistant
Primary responsibility was to interview and screen perspective tenants, collect rents and work with Real Estateprofessionals to acquire new properties for a growing Real Estate portfolio.
Provided additional administrative assistance to the management team as needed.
EDUCATION
Metropolitan State University of Denver- Bachelor of Science in Finance - Dec. 2013
Relevant Cour sework
Financial Modeling and Spreadsheets Intermediate Accounting I and II Financial Strategies and Policies
Extracurri cular Activities
Secretary of the Financial Management Association Participant in the CFA Institute Research Challenge Level One CFA Candidate
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Matthew Eickhoff4300 Ames St
Denver, CO 80212
303-815-7249
matthew.d.eickhoff@gmail.com
Education
Metropolitan State College of Denver Denver, CO; Summer 2011 December 2013; Major in Finance Graduated Summa Cum Laude; top 5% of class; GPA 3.89 on a scale of 4.00 Participant in CFA Institute Student Research Challenge Community College of Aurora; Fall 2009 Spring 2011
Work Experience
Breakfast on the Edge, August 2011 November 2012
Prep Cook Responsible for preparation of meals as well as various other kitchen duties
Gamestop, Inc., December 2007 August 2010
Assistant Store Manager Responsible for daily operating activities, including tracking and analyzing store performance numbers Consistently received exceptional marks in customer service evaluations, over the phone and in person
United States Air Force, December 2003- December 2007
Electronic Signals Operator Responsible for near real-time reporting of significant activity affecting US and Allied forces over the world Prepared and issued reports on tasked locations and parametric variances to update national-level databases Employed computerized, on-line research tools to perform detailed analysis and validation of tasked information
Achievements/Recognition
Treasurer for Financial Management Association, MSU Denver chapter Top graduate, Electronic Signals Intelligence School, USAF; 1stamong 30 students Received, Operator of the Month, award while serving in the Air Force
Skills
Proficient with Microsoft Office Suite Top 5% in mathematics on ACT and ASVAB Familiar with Factset
References available upon request
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JARED ZINANTI5873 S Prince St Unit 315 Littleton, CO 80120 303-517-0844 zinantijared@gmail.com
OBJECTIVE
I am seeking an internship position to gain experience in the financial industry.
PROFESSIONAL EXPERIENCE
KEYLOK - Offi ce Assistant June 2010 - Present
Supervise and train staff, responsible for creating employee training material, scheduling, andorganizing training.
Conduct research, compile data, and prepare papers for consideration and presentation to executives. Prepare invoices, reports, memos, letters, financial statements and other documents, using word
processing, spreadsheet, database or presentation software.
VICTORY CAPITAL MANAGEMENT - Summer I ntern May 2013 - August 2013
Served as a member of the Internal Sales Desk, providing expertise to established wirehouse FinancialAdvisory Teams.
Ranked #1 in a team sales competition to generate the largest amount of client registrations for aQuarterly Update Event held by Victory Funds, CIO - Heidi Adelman.
Developed and organized marketing materials for client luncheons and quarterly mailers. Working together as an intern class, generated an additional $2 million in revenue. Applied extra self-directed effort to understand fixed income funds.
EDUCATION
METROPOLITAN STATE UNIVERSITY OF DENVER - Accounting and Finance Candidate, Dec 14
Maintained a 4.0 GPA the past four semesters Accepted into the honors program Overall GPA is 3.9 Received academic scholarship Vice President of Financial Management Association club
CFA INSTITUTE STUDENT CHALLENGE Present
Global financial analysis competition 1 of 5 students hand-selected by professor to represent our university Conduct valuations and research on investment and market risks Present findings to a panel of charter-holding judges
ADDITIONAL SKILLS
Skilled in Microsoft Office (Word, Outlook, Excel, PowerPoint) Proficient in Microsoft Excel for financial modeling and analysis
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Objective
To utilize my academic knowledge of finance and economics to benefit a growing company while expanding my
expertise in the field
Education
Metropolitan State University of Denver, Denver CO 2013
o Bachelor of Corporate Finance GPA: 3.60o CFA Student Research Challengeo Vice President of Financial Management Associationo Completed relevant classes
Securities Analysis and PortfolioManagement
Business Ethics Principles of Accounting III
Strategic Management Intermediate Finance Financial Modeling on Spreadsheet
Skills and Applied Projects/Classes/Experience
Financial statement analysiso Assisted SBDC with financial analysis of private company
Fluent English speakero Has been speaking English since 12 years old
Efficient in Microsoft Office, including Word, Excel, PowerPointo Has taken class in Financial Modeling on Excel Spreadsheet
Creative and logical thinking Above average number analysis and processing
o Tutored calculus I, finite calculus, managerial science, managerial statistics, managerial finance Quick adaptation in new environments and duties Effective collaborating skills with people of diversity
o Has completed successful team projects Can maintain work efficiency under pressure
o Has taken minimum of 5 classes every regular semester while working part time Confident in my voice and skills
o Held position as Vice President of Financial Management Association at MSU of DenverEmployment
MSU of Denver Tutoring Center
o Finance tutor: Aug, 2012-Dec, 2013 Tutored students in calculus, finance, economic and accounting classes
TRiO Upward Bound at MSU of Denvero Math Tutor: Nov, 2011-Oct, 2013
Tutored students from 9 Denver Public Schools in geometry, physics, mathematicsAuraria Library at MSU of Denver
o Team member: Aug, 2010-Dec, 2010 ; June, 2011- August, 2012 Organized the book orders and assisted students with locating books for their research
Annual Fund Call Center at MSU of Denver
o Caller: Feb, 2011-June, 2011 Interacted with Metro State alumni and raised funds for various departments at MSU of
Denver
Byambasaikhan Nyanrag1105 South Cherry Street Apt 5-204
Denver, CO 80246
(720)-266-8786 ; byamba25@gmail.com
www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/
http://www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/http://www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/http://www.linkedin.com/pub/byambasaikhan-nyanrag/67/135/b11/8/12/2019 Students Resumes RC 2014
19/21
Shiyan ChenDenver, CO 80210 303-638-0834 chenshiyan@live.cn www.linked.co!!in!shiyanchen
EDUCATIONUniversity of Denver, Denver, Colorado
"as#er o$ %cience in &inance, '()* 3.81 03!2013-+resen#elevan# (roec#* C&) ns#i#/#e esearch Co+e#i#ion 10!2013-+resen#
)nalyed "olson Coors /#iliin crea#ive #hinkin and co+/#er +rorain and deons#ra#e
+ro$essional knowlede o$ val/a#ion odels and da#a assain skills
n#ensively work wi#h 4 #eaa#es #o achieve hihly e$$ec#ive res/l#s in a #iely anner
)c#ively co/nica#e wi#h #eaa#es, +ro$essors and co+any re+resen#a#ives while ehii#in s#ron
leadershi+ skills
University of Wisconsin-La Crosse (UW-L, La Crosse, Wisconsin !200-5!2012
achelor o$ %cience, "aor* &inance, "inor* 7conoics, "aor '()* 3.36!4.0. Overall '()* 3.2!4.0,elevan# )ward* 9e#e %cholarshi+ $or C&) :evel ea in ;/ne 2012 1!2012elevan# )c#ivi#y* n#ra/ral aske#all 1!200-10!2011
Deons#ra#ed #eawork and leadershi+ skills
E!"E#IENCEIntern, $aiton% &'t'res,Inc, Shan%hai, China s
/y!sell decisions
(ar#ici+a#ed on a #ea wi#h 5 collea/es #o solici# new c/s#oers which raised co+any>s +ro$ile as well
as +o#en#ial +ro$i#aili#y
Deons#ra#ed s#ron $inancial analysis skills a$#er s#/dyin wi#h senior e+loyees
&ood Server, Chartells, La Crosse, WI 12!2008-05!200
?orked in#ensely and e$$icien#ly #o +rovide c/s#oer services $ar eceedin ini/ s#andards
LEADE#S$I" ACTI)ITIES)ice "resident, Chinese St'dents * Scholars Association (CSSA of UW-L 0!2011-06!2012
(roved decision akin skills while +er$orin /de# +lannin, $/nds s/+ervision, even# +lannin and
eneral anaeen# $or #he orania#ion #o hihly enhance #he in$l/ence o$ #he orania#ion+eer, International St'dent Or%ani.ation (ISO +eer, UWL 0!2008-06!2012
Desined and crea#ed /lle#in oards $or O$$ice o$ n#erna#ional 7d/ca#ion $or Chinese 7+or#-orien#ed
7conoy and 7conoic 'row#hA and Chinese Bih %chool 7d/ca#ionA which hel+ed )ericans#/den#s reconie Chinese econoic row#h in recen# decades
INTE#-CULTU#AL /UALI&ICATIONS AND S0ILLS %o+his#ica#ed wi#h /se o$ /l#i+le lan/aes relevan# #o +ro$essional co/nica#ion, incl/din 7nlish
and "andarin Chinese
7+erienced wi#h /l#i-c/l#/ral livin and workin environen#s, o#h in China and #he %)
(assed 'rade &ive +iano +er$orin eaina#ion 08!2000
http://www.linked.com//in/shiyanchenhttp://www.linked.com//in/shiyanchen8/12/2019 Students Resumes RC 2014
20/21
Phillip Cantrell
Denver, CO 770.490.5424 phillip.cantrell@yahoo.com
OBJECTIVE: Position in risk management or turnaround management consulting
EDUCATION
University of Denver, Daniels College of Business, Denver, CO 09/12 - PresentMSF Candidate 2014, 3.95 GPAClasses: Managerial Finance, Capital Expenditures, Managerial Accounting [4.0 GPA in Finance/Accounting],Investments and Markets, Equity Valuation, Multi-national Finance, Financial Planning and AnalysisActivities: Race and Case Competitions: Internal - 1stplace, National3
rdplace; Aspen Institute CaseCompetitions: Internal1
stplace, InternationalRunner-up; Graduate Teaching Assistant: PresentationCoaching, MS-PowerPoint and MS-Excel workshops;
University of Georgia at Athens, Terry College of Business, Athens, GA 05/005/02BBAManagement Information Systems
Activities: Point-of-sale and inventory monitoring system design and implementation for clothing retailer JanesClothes Closet
PROFESSIONAL EXPERIENCE
Rathbuns, Atlanta,GA 02/07- 01/12Beverage and Bar Manager
Directed all aspects of inventory control from monitoring shrinkage, ordering product, and establishingrelationships with distributors to minimize costs
Drastically reduced operating capital levels from $147k to $95k in the first year and maintained newinventory levels through revenue growth periods while expanding the number offerings for consumers byimplementing more efficient inventory controls and ordering
Built clientele of regular customers that resulted in 10% annual increases to bar sales during an economicdownturn
Fishlip Apparel Printing, Atlanta, GA 10/07 - 04/11Owner/ Operator
Built successful new printing company from the purchase of equipment, incorporation of business, creation ofprocesses, and developing new regular business to business and business to consumer sales throughrelationship development and supply chain management
Designed and implemented website that included online design, ordering, payment services, and deliveryinstructions
Grew sales every year from 20072011, from 0 to $200,000Mortons of Chicago, Atlanta, GA 02/02 - 02/07
Floor Manager / Assistant Food and Beverage Controller
Successfully supervised and managed all floor activities, and staff, while ensuring standards for consumerservice touch points are met and exceeded when possible
Oversaw maintenance of appropriate inventory levels by check auditing for shrinkage, quality controlmonitoring, and strategic ordering based on local hotel capacities, convention schedules, and impacts ofweather and holiday travel forecasts
LEADERSHIP and OTHER ACTIVITIES
VP of Finance - Daniels Consulting FirmOutdoor Instructor, Talisman Special Needs Schools, Black Mountain, NCOrganizer, Pints for Pups Annual Charity Event, Atlanta, GA
mailto:phillip.cantrell@yahoo.commailto:phillip.cantrell@yahoo.com8/12/2019 Students Resumes RC 2014
21/21
UR NCHIMEG OLONB Y R970-310-3930 | urnaa0110@gmail.com
EDUCATIONUniversity of Colorado Denver, Business School, Denver, CO 08/2010- 05/2014
Bachelor of Business Administration, Finance, 3.6 GPA
Clubs: Finance and Risk Management ClubHonors: Board of Advisors Scholarship 08/2013- 05/2014
Risk Management Scholarship
Ach Medical University, Ulaanbaatar, Mongolia, 2010 09/2004- 05/2010Bachelor of Medical Science 3.6 GPA
EXPERIENCE
Investment Management Associates, Denver, CO 11/2013-PresentEquity Research Analyst Intern
Qualitative and quantitative research on public companies
Create financial valuation and analytical models on excel
Interpret my findings by detailed valuation models by each company
Mongolian Stock Exchange, Ulaanbaatar, Mongolia 06/2013-08/2013
Economic Analyst Intern
Researched on funds structures and their management
Conducted internal research on domestic companies
Translated laws and regulations into Mongolian from English
Helped organizing events at the exchange
Auraria Campus Bookstore, Denver, CO 12/2011-02/2012Sales Representative
Assisted at General Merchandise Department
Helped customers to select school supplies, school logo products, gave advice about differentproducts at the department
RELEVANT COURSEWORKCFA Society Research Challenge, Denver, CO 01/2014
Representing the university as part of a team at CFA Local Research Challenge
Wrote a financial report on Molson Coors as part of a team
Created a full equity analysis on Molson Coors as part of a team
SUMMARY OF QUALIFICATIONS
Student in Finance major; coursework includes Management of Business Capital, Financial
Institutions, International Financial Management, Portfolio Management, Financial Trading, RiskManagement and Insurance
Computer skills include Microsoft Office Suite and Microsoft Project; additional experience withBloomberg and CQG Trading Programs
COMMUNITY VOLUNTEER SERVICEHabitat for Humanity, Denver, CO, Volunteer 05/2013-Present
Volunteer at a local communityAmeriCorps, Denver, CO, Financial Educator Volunteer 05/2013- Present
Provided financial education to low income families