SlideShare a Scribd company logo
1 of 1
Download to read offline
TIMOTHY VAN HARMELEN, CPA
PROFESSIONAL EXPERIENCE
KPMG LLP Chicago, IL
Deal Advisory Associate - Advisory Services Practice May 2014 – November 2015
♦ Provided full transaction life cycle accounting advisory and financial due diligence services to private equity and strategic buyers by:
! Excelling in the M&A rotation program, gaining experience in accounting advisory services and financial due diligence.
! Analyzing historical financials and operating results of target companies to define business trends and identify risks.
! Interpreting for clients challenging assumptions pertinent to future financial projections for the target company.
! Interacting extensively with senior management of the target company, specifically by identifying and conveying key deal issues
that may impact the purchase price and/or deal structure.
! Mentoring new first-year associates in the rotation program and overseeing their work when staffed on the same deal.
♦ Representative project work includes the following:
! Top-five global chemical company – due diligence of successful carve-out of performance chemicals business segment.
! Large privately held aviation company – determined a large quality of earnings adjustment for private equity purchase.
! Investor-owned portfolio of chain fast-food restaurants – managed databases to reconcile all financial data.
! Large privately held food processing chemical company – worked with partner to produce final presentation to private equity clients.
Robert W. Baird & Co. Milwaukee, WI
Finance/Accounting Analyst - Equity Capital Markets March 2013 – September 2013
♦ Utilized quantitative and qualitative analysis to create reports and processes that tracked equity commissions performance,
identified growth areas in under-penetrated markets, and ensured achievement of organizational sales and trading goals.
♦ Created an equity commissions performance report that measures buy-side equity commissions paid versus equity research
resources used. This value-added report became standardized and adopted consistently for all sales teams.
♦ Identified and resolved work-flow process inefficiencies that resulted in a reduction of $75,000 in expenses.
♦ Provided analyses of market conditions for buy-side clientele by gathering key data, analyzing trends, and offering comprehensive
evaluations to meet client objectives.
Institutional Equity Sales Officer - Equity Capital Markets June 2012 – March 2013
♦ Managed day-to-day and long-term strategic objectives for institutional equity clients by communicating research, providing trading
ideas, discussing equity market news, marketing IPO or secondary offering banking deals, and examining stock performance.
♦ Maintained constant communication with buy-side clients in the Midwest region to share relevant, daily research on stocks.
Equity Sales & Trading Intern - Equity Capital Markets May 2011 – August 2011
MetLife Morristown, NJ
Investment Analyst Internship - International Investments Unit June – August 2009, 2010
♦ Performed net investment income (NII) analysis and attribution for changes in income related to interest rates, capital
markets, yields, inflation, and portfolio cash flows for over $20 billion in invested assets.
EDUCATION
University of California, Los Angeles (UCLA), Anderson School of Management Los Angeles, CA
MBA Candidate, Awarded a $60,000 Fellowship Scholarship 2016-2018 (expected)
University of Notre Dame, Mendoza College of Business Notre Dame, IN
Bachelor of Business Administration, Double Major: Accounting & Economics 2012
Extracurricular Activities:
♦ Notre Dame Wall Street Club – Senior Mentor/Peer Advisor – Helped develop opportunities for underclassmen to network with
successful Notre Dame alumni within the finance industry, and also assisted with interview and internship prep.
♦ Notre Dame Bookstore Basketball – Organizer/Participant – Helped organize the largest 5-on-5 outdoor basketball tournament in
the world. All proceeds go to “Jumpball Basketball”, a charity program in Jamaica for children. I lost in the finals in 2012.
♦ Student International Business Council (SIBC) – Finance Division – Simulated work done by investment banking analysts through
qualitative and quantitative analysis related to an initial public offering, and presented findings at Credit Suisse’s Chicago office.
Certified Public Accountant (CPA) – Colorado State Board of Accountancy – 2015 License Number: 33663
Chartered Financial Analyst (CFA) Level 2 Candidate
National Association of Securities Dealers Series 7, 63
ACTIVITIES
HoopsLink June 2015 – Present
♦ Worked with founder/CEO (Jonathan Dues) of First Class Hoops to plan, develop, and test a new iOS application “HoopsLink”,
which helps serious basketball players find organized games and basketball fitness-sessions at available gyms around the city of
Chicago at any time for a specified fee. www.hoopslink.com/intro
♦ We’ve partnered with gyms, community centers, schools, and other organizations across Chicago to reserve basketball courts and
times and locations that are convenient for our members.
The Hoops Class Foundation June 2015 - Present
♦ Helped run Sunday basketball clinics by teaching inner-city children basketball skills through team-oriented drills and competition.
Read-to-Me Program, Catholic Charities of the Archidiocese of Chicago July 2015 - Present
♦ Read to children, directed group craft activities, and helped children at an interim housing facility through their school work.
Denver Rolling Nuggets (Wheelchair Basketball) -Assistant Coach October 2013 – March 2014
♦ Helped organize 3 events, coordinated transportation, and both assisted and participated in practices.
♦ Encouraged disabled kids and adults to play wheelchair basketball by instilling confidence in their own abilities.
PERSONAL
Languages: Mandarin Chinese (near fluency), French (proficient)
Interests: Actively invest personal funds in stocks and commodities; voracious reader; travelled to 21 countries and lived in 5 countries.

More Related Content

What's hot

What's hot (7)

upumares
upumaresupumares
upumares
 
Dornelle Reid's Final ResumeSG
Dornelle Reid's Final ResumeSGDornelle Reid's Final ResumeSG
Dornelle Reid's Final ResumeSG
 
Clinard Leigh
Clinard LeighClinard Leigh
Clinard Leigh
 
ChelsieGagginResume3
ChelsieGagginResume3ChelsieGagginResume3
ChelsieGagginResume3
 
ChelsieGagginResume 2
ChelsieGagginResume 2ChelsieGagginResume 2
ChelsieGagginResume 2
 
Michael A. Hanson Resume
Michael A. Hanson ResumeMichael A. Hanson Resume
Michael A. Hanson Resume
 
Resume post class
Resume post classResume post class
Resume post class
 

Similar to Current Resume (20)

Current Resume
Current ResumeCurrent Resume
Current Resume
 
Business OR2k16
Business OR2k16Business OR2k16
Business OR2k16
 
Amupitan Moses Dare_Resume
Amupitan Moses Dare_ResumeAmupitan Moses Dare_Resume
Amupitan Moses Dare_Resume
 
Resume - Kathy Miller
Resume - Kathy MillerResume - Kathy Miller
Resume - Kathy Miller
 
Michael.J.Huguenot.Resumev3
Michael.J.Huguenot.Resumev3Michael.J.Huguenot.Resumev3
Michael.J.Huguenot.Resumev3
 
Gerald Fegler 2015
Gerald Fegler 2015Gerald Fegler 2015
Gerald Fegler 2015
 
FINAL RESUME RE-FORMATTED #2-1
FINAL RESUME RE-FORMATTED #2-1FINAL RESUME RE-FORMATTED #2-1
FINAL RESUME RE-FORMATTED #2-1
 
Joseph Randazzo Resume
Joseph Randazzo ResumeJoseph Randazzo Resume
Joseph Randazzo Resume
 
Resume Final
Resume FinalResume Final
Resume Final
 
Reem Zebi
Reem ZebiReem Zebi
Reem Zebi
 
Nicholas Peter -Retail Head
Nicholas Peter -Retail HeadNicholas Peter -Retail Head
Nicholas Peter -Retail Head
 
JammalLCosbyCV
JammalLCosbyCVJammalLCosbyCV
JammalLCosbyCV
 
Graduate student in Human Behavior Studies seeking a position utilizing my pr...
Graduate student in Human Behavior Studies seeking a position utilizing my pr...Graduate student in Human Behavior Studies seeking a position utilizing my pr...
Graduate student in Human Behavior Studies seeking a position utilizing my pr...
 
Spencer Nolen 2016 Resume
Spencer Nolen 2016 ResumeSpencer Nolen 2016 Resume
Spencer Nolen 2016 Resume
 
Keith A. Howard - Resume
Keith A. Howard -   ResumeKeith A. Howard -   Resume
Keith A. Howard - Resume
 
Resume
ResumeResume
Resume
 
BCMc Resume
BCMc ResumeBCMc Resume
BCMc Resume
 
Kendall brown
Kendall brownKendall brown
Kendall brown
 
Kendall brown
Kendall brownKendall brown
Kendall brown
 
Kendall brown
Kendall brownKendall brown
Kendall brown
 

Recently uploaded

Production Day 1.pptxjvjbvbcbcb bj bvcbj
Production Day 1.pptxjvjbvbcbcb bj bvcbjProduction Day 1.pptxjvjbvbcbcb bj bvcbj
Production Day 1.pptxjvjbvbcbcb bj bvcbjLewisJB
 
PM Job Search Council Info Session - PMI Silver Spring Chapter
PM Job Search Council Info Session - PMI Silver Spring ChapterPM Job Search Council Info Session - PMI Silver Spring Chapter
PM Job Search Council Info Session - PMI Silver Spring ChapterHector Del Castillo, CPM, CPMM
 
do's and don'ts in Telephone Interview of Job
do's and don'ts in Telephone Interview of Jobdo's and don'ts in Telephone Interview of Job
do's and don'ts in Telephone Interview of JobRemote DBA Services
 
Delhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call Girls
Delhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call GirlsDelhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call Girls
Delhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call Girlsshivangimorya083
 
NPPE STUDY GUIDE - NOV2021_study_104040.pdf
NPPE STUDY GUIDE - NOV2021_study_104040.pdfNPPE STUDY GUIDE - NOV2021_study_104040.pdf
NPPE STUDY GUIDE - NOV2021_study_104040.pdfDivyeshPatel234692
 
加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位
加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位
加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位obuhobo
 
Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012
Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012
Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012rehmti665
 
Vip Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...
Vip  Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...Vip  Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...
Vip Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...shivangimorya083
 
女王大学硕士毕业证成绩单(加急办理)认证海外毕业证
女王大学硕士毕业证成绩单(加急办理)认证海外毕业证女王大学硕士毕业证成绩单(加急办理)认证海外毕业证
女王大学硕士毕业证成绩单(加急办理)认证海外毕业证obuhobo
 
Delhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip Call
Delhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip CallDelhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip Call
Delhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip Callshivangimorya083
 
VIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service Bhilai
VIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service BhilaiVIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service Bhilai
VIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service BhilaiSuhani Kapoor
 
办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样
办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样
办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样umasea
 
Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...
Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...
Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...Suhani Kapoor
 
VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...
VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...
VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...Suhani Kapoor
 
Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...
Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...
Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...shivangimorya083
 
Sonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call Girls
Sonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call GirlsSonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call Girls
Sonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call GirlsNiya Khan
 
Experience Certificate - Marketing Analyst-Soham Mondal.pdf
Experience Certificate - Marketing Analyst-Soham Mondal.pdfExperience Certificate - Marketing Analyst-Soham Mondal.pdf
Experience Certificate - Marketing Analyst-Soham Mondal.pdfSoham Mondal
 
Ioannis Tzachristas Self-Presentation for MBA.pdf
Ioannis Tzachristas Self-Presentation for MBA.pdfIoannis Tzachristas Self-Presentation for MBA.pdf
Ioannis Tzachristas Self-Presentation for MBA.pdfjtzach
 
Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...
Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...
Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...shivangimorya083
 
Employee of the Month - Samsung Semiconductor India Research
Employee of the Month - Samsung Semiconductor India ResearchEmployee of the Month - Samsung Semiconductor India Research
Employee of the Month - Samsung Semiconductor India ResearchSoham Mondal
 

Recently uploaded (20)

Production Day 1.pptxjvjbvbcbcb bj bvcbj
Production Day 1.pptxjvjbvbcbcb bj bvcbjProduction Day 1.pptxjvjbvbcbcb bj bvcbj
Production Day 1.pptxjvjbvbcbcb bj bvcbj
 
PM Job Search Council Info Session - PMI Silver Spring Chapter
PM Job Search Council Info Session - PMI Silver Spring ChapterPM Job Search Council Info Session - PMI Silver Spring Chapter
PM Job Search Council Info Session - PMI Silver Spring Chapter
 
do's and don'ts in Telephone Interview of Job
do's and don'ts in Telephone Interview of Jobdo's and don'ts in Telephone Interview of Job
do's and don'ts in Telephone Interview of Job
 
Delhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call Girls
Delhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call GirlsDelhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call Girls
Delhi Call Girls In Atta Market 9711199012 Book Your One night Stand Call Girls
 
NPPE STUDY GUIDE - NOV2021_study_104040.pdf
NPPE STUDY GUIDE - NOV2021_study_104040.pdfNPPE STUDY GUIDE - NOV2021_study_104040.pdf
NPPE STUDY GUIDE - NOV2021_study_104040.pdf
 
加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位
加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位
加利福尼亚艺术学院毕业证文凭证书( 咨询 )证书双学位
 
Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012
Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012
Call Girls Mukherjee Nagar Delhi reach out to us at ☎ 9711199012
 
Vip Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...
Vip  Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...Vip  Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...
Vip Modals Call Girls (Delhi) Rohini 9711199171✔️ Full night Service for one...
 
女王大学硕士毕业证成绩单(加急办理)认证海外毕业证
女王大学硕士毕业证成绩单(加急办理)认证海外毕业证女王大学硕士毕业证成绩单(加急办理)认证海外毕业证
女王大学硕士毕业证成绩单(加急办理)认证海外毕业证
 
Delhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip Call
Delhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip CallDelhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip Call
Delhi Call Girls South Delhi 9711199171 ☎✔👌✔ Whatsapp Hard And Sexy Vip Call
 
VIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service Bhilai
VIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service BhilaiVIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service Bhilai
VIP Call Girl Bhilai Aashi 8250192130 Independent Escort Service Bhilai
 
办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样
办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样
办理学位证(纽伦堡大学文凭证书)纽伦堡大学毕业证成绩单原版一模一样
 
Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...
Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...
Low Rate Call Girls Gorakhpur Anika 8250192130 Independent Escort Service Gor...
 
VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...
VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...
VIP Russian Call Girls in Bhilai Deepika 8250192130 Independent Escort Servic...
 
Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...
Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...
Full Masii Russian Call Girls In Dwarka (Delhi) 9711199012 💋✔💕😘We are availab...
 
Sonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call Girls
Sonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call GirlsSonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call Girls
Sonam +91-9537192988-Mind-blowing skills and techniques of Ahmedabad Call Girls
 
Experience Certificate - Marketing Analyst-Soham Mondal.pdf
Experience Certificate - Marketing Analyst-Soham Mondal.pdfExperience Certificate - Marketing Analyst-Soham Mondal.pdf
Experience Certificate - Marketing Analyst-Soham Mondal.pdf
 
Ioannis Tzachristas Self-Presentation for MBA.pdf
Ioannis Tzachristas Self-Presentation for MBA.pdfIoannis Tzachristas Self-Presentation for MBA.pdf
Ioannis Tzachristas Self-Presentation for MBA.pdf
 
Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...
Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...
Delhi Call Girls Preet Vihar 9711199171 ☎✔👌✔ Whatsapp Body to body massage wi...
 
Employee of the Month - Samsung Semiconductor India Research
Employee of the Month - Samsung Semiconductor India ResearchEmployee of the Month - Samsung Semiconductor India Research
Employee of the Month - Samsung Semiconductor India Research
 

Current Resume

  • 1. TIMOTHY VAN HARMELEN, CPA PROFESSIONAL EXPERIENCE KPMG LLP Chicago, IL Deal Advisory Associate - Advisory Services Practice May 2014 – November 2015 ♦ Provided full transaction life cycle accounting advisory and financial due diligence services to private equity and strategic buyers by: ! Excelling in the M&A rotation program, gaining experience in accounting advisory services and financial due diligence. ! Analyzing historical financials and operating results of target companies to define business trends and identify risks. ! Interpreting for clients challenging assumptions pertinent to future financial projections for the target company. ! Interacting extensively with senior management of the target company, specifically by identifying and conveying key deal issues that may impact the purchase price and/or deal structure. ! Mentoring new first-year associates in the rotation program and overseeing their work when staffed on the same deal. ♦ Representative project work includes the following: ! Top-five global chemical company – due diligence of successful carve-out of performance chemicals business segment. ! Large privately held aviation company – determined a large quality of earnings adjustment for private equity purchase. ! Investor-owned portfolio of chain fast-food restaurants – managed databases to reconcile all financial data. ! Large privately held food processing chemical company – worked with partner to produce final presentation to private equity clients. Robert W. Baird & Co. Milwaukee, WI Finance/Accounting Analyst - Equity Capital Markets March 2013 – September 2013 ♦ Utilized quantitative and qualitative analysis to create reports and processes that tracked equity commissions performance, identified growth areas in under-penetrated markets, and ensured achievement of organizational sales and trading goals. ♦ Created an equity commissions performance report that measures buy-side equity commissions paid versus equity research resources used. This value-added report became standardized and adopted consistently for all sales teams. ♦ Identified and resolved work-flow process inefficiencies that resulted in a reduction of $75,000 in expenses. ♦ Provided analyses of market conditions for buy-side clientele by gathering key data, analyzing trends, and offering comprehensive evaluations to meet client objectives. Institutional Equity Sales Officer - Equity Capital Markets June 2012 – March 2013 ♦ Managed day-to-day and long-term strategic objectives for institutional equity clients by communicating research, providing trading ideas, discussing equity market news, marketing IPO or secondary offering banking deals, and examining stock performance. ♦ Maintained constant communication with buy-side clients in the Midwest region to share relevant, daily research on stocks. Equity Sales & Trading Intern - Equity Capital Markets May 2011 – August 2011 MetLife Morristown, NJ Investment Analyst Internship - International Investments Unit June – August 2009, 2010 ♦ Performed net investment income (NII) analysis and attribution for changes in income related to interest rates, capital markets, yields, inflation, and portfolio cash flows for over $20 billion in invested assets. EDUCATION University of California, Los Angeles (UCLA), Anderson School of Management Los Angeles, CA MBA Candidate, Awarded a $60,000 Fellowship Scholarship 2016-2018 (expected) University of Notre Dame, Mendoza College of Business Notre Dame, IN Bachelor of Business Administration, Double Major: Accounting & Economics 2012 Extracurricular Activities: ♦ Notre Dame Wall Street Club – Senior Mentor/Peer Advisor – Helped develop opportunities for underclassmen to network with successful Notre Dame alumni within the finance industry, and also assisted with interview and internship prep. ♦ Notre Dame Bookstore Basketball – Organizer/Participant – Helped organize the largest 5-on-5 outdoor basketball tournament in the world. All proceeds go to “Jumpball Basketball”, a charity program in Jamaica for children. I lost in the finals in 2012. ♦ Student International Business Council (SIBC) – Finance Division – Simulated work done by investment banking analysts through qualitative and quantitative analysis related to an initial public offering, and presented findings at Credit Suisse’s Chicago office. Certified Public Accountant (CPA) – Colorado State Board of Accountancy – 2015 License Number: 33663 Chartered Financial Analyst (CFA) Level 2 Candidate National Association of Securities Dealers Series 7, 63 ACTIVITIES HoopsLink June 2015 – Present ♦ Worked with founder/CEO (Jonathan Dues) of First Class Hoops to plan, develop, and test a new iOS application “HoopsLink”, which helps serious basketball players find organized games and basketball fitness-sessions at available gyms around the city of Chicago at any time for a specified fee. www.hoopslink.com/intro ♦ We’ve partnered with gyms, community centers, schools, and other organizations across Chicago to reserve basketball courts and times and locations that are convenient for our members. The Hoops Class Foundation June 2015 - Present ♦ Helped run Sunday basketball clinics by teaching inner-city children basketball skills through team-oriented drills and competition. Read-to-Me Program, Catholic Charities of the Archidiocese of Chicago July 2015 - Present ♦ Read to children, directed group craft activities, and helped children at an interim housing facility through their school work. Denver Rolling Nuggets (Wheelchair Basketball) -Assistant Coach October 2013 – March 2014 ♦ Helped organize 3 events, coordinated transportation, and both assisted and participated in practices. ♦ Encouraged disabled kids and adults to play wheelchair basketball by instilling confidence in their own abilities. PERSONAL Languages: Mandarin Chinese (near fluency), French (proficient) Interests: Actively invest personal funds in stocks and commodities; voracious reader; travelled to 21 countries and lived in 5 countries.