This resume is for Melissa Fransen Prokop, who has over 8 years of experience in financial analysis, investment consulting, and portfolio management. She has held positions at Dimeo Schneider & Associates as an Institutional Investment Consultant, and at Bartlett & Co. as an Assistant Portfolio Manager and Portfolio Assistant. She also has experience as a Federal Funds Trader at PNC Financial Services. Her core competencies include quantitative analysis, investment strategy, financial modeling, and client satisfaction.

1. MELISSA FRANSEN PROKOP
8017 Exodus Drive ● Laytonsville, MD 20882
513-582-4067 ● mprokop110803@yahoo.com
Financial Analyst / Assistant Portfolio Manager / Investment Consultant
Accomplished Finance Professional with an eight-year record of delivering exceptional results in a
multitude of roles.
CORE COMPETENCIES
Quantitative Analysis ● Investment Strategy ● Financial Analysis ● Trading Platforms ● Investment Policy
RFP Analysis ● Financial Modeling ● Client Satisfaction ● Business Development ● Asset & Liability Management
Federal Funds Trading ● Portfolio Management ● Stakeholder Communications ● 401(k) Plan Analysis
Manager Search Analysis ● Asset Allocation ● Rebalancing Strategy ● Business Analysis ● Project Management
Mutual Fund Analysis ● 401(k) Plan Fee Analysis
PROFESSIONAL EXPERIENCE
DIMEO SCHNEIDER & ASSOCIATES, LLC, Chicago, IL ● January 2008 – October 2009
Professional services firm that provides impartial investment consulting services to institutions, retirement plan
sponsors, non-profit organizations and wealthy families. Provide conflict-free advice to clients through periodic
meetings, conference calls, research papers and articles.
Institutional Investment Consultant
Responsible for supporting the firm’s Senior Consultants and Principals in providing advice, recommendations
and meaningful analysis to institutional investors including defined contribution, defined benefit, endowment, and
foundation clients. Consulted clients in areas of investment policy, asset allocation, manager selection, vendor
searches (401(k) plans, trust & custody, pension plans), and mutual fund performance monitoring.
Saved a Fortune 1000 over $1 Million in record keeping and administrative fees in their 401(k) plan.
Project Manager for record keeping vendor search process for multiple clients, from the RFP analysis through
the final transition to the new record keeper.
Conducted and led quarterly investment meetings with clients’ investment committee members, including
high-level Senior Management (e.g., CFO, Treasurer and Chief HR Officer) providing independent capital
market review / analysis, mutual fund analysis and asset allocation analysis.
Led and monitored the transition of a clients’ Pension and Endowment portfolios from one custodian to their
current provider, streamlining their trading, fees, contributions and withdrawals, and reporting.
Program Manager for a vendor search (401(k) and pension plan) and worked with new custodian to merge
participant communications and statements and consolidated administration for the plan sponsor.
Participated in asset allocation analysis meetings discussing clients’ investment criteria and developing their
investment strategy based on the criteria and risk parameters.
Completed annual fee analysis for clients’ 401(k) plan administrative fees and negotiated lower fees for
numerous clients.
Participated and presented in sales presentations for new business opportunities.
Conducted numerous mutual fund manager searches and provided comparative analysis to clients.
BARTLETT & CO. (SUBSIDIARY OF LEGG MASON), Cincinnati, OH ● 2003–2007
Oldest existing registered investment advisory professional services firm in the United States, providing
investment advisory services to high net worth individuals and non-profit organizations.
Assistant Portfolio Manager (January 2006 – November 2007)
Provided investment management services for high net worth individuals and their families, foundations and
endowments, and non-profit retirement plans.
Managed equity and fixed income trading for Portfolio Managers.
Responsible for the actively managed fund of mutual funds product: fund selection, trading, asset allocation.
Developed and maintained a mutual fund monitor list, developed marketing materials, and provided quarterly
reporting to Portfolio Managers.
Managed 401(k) plans - Educated new employees / current participants via developing materials for
employee presentations and then presented to multiple clients.
RESUME

2. MELISSA FRANSEN PROKOP ● Page 2 ● mprokop110803@yahoo.com
Developed and performed annual due diligence reporting on all 401(k) clients.
Researched alternative investment fund options and developed a buy-list for all Portfolio Managers to utilize.
Portfolio Assistant (November 2003 – January 2006)
Responsible for supporting three Portfolio Managers in providing trading assistance, quarterly reporting
presentations, SRI research, attending client meetings with managers, participating in weekly investment
meetings with all 18 Portfolio Managers and research analysts.
Created and developed trading groups for Managers (3) according to specific distinct strategies.
Designed client review presentations and coordinated the production of all client reviews (individual and
institutional).
Participated in research for SRI (Socially Responsible Investing) clients and maintained the SRI database.
Participated in client reviews with the Portfolio Manager.
Executed trade orders for Portfolio Managers (equity and fixed income).
PNC FINANCIAL SERVICES, Pittsburgh, PA ● 2001–2003
Fortune 500 Company. Diversified financial services company.
Federal Funds Trader (October 2001 – November 2003)
One of seven professionals accountable for the daily liquidity of the bank by developing trading strategies and
managing the treasury desk in the Asset & Liability department.
Evaluated investment and borrowing opportunities relative to market conditions and management directives
and buy/sell federal funds accordingly.
Managed the Federal Reserve account for the bank by determining the day’s liquidity position and to buy / sell
federal funds at a rate that reflects an interest expense savings versus the national effective rate.
Interacted and communicated with dealers, brokers, and peer group banks when buying or selling fed funds.
Provided loan quotes to lenders and assigned internal funding in accordance with funds transfer pricing
schedules to mitigate interest rate risk to the bank.
Completed Derivatives Collateral Management trades to satisfy margin calls.
Developed and revised thorough procedures for daily responsibilities for the purpose of cross training.
Prepared liquidity reports for review by senior management.
Financial Analyst – Finance Training Program (June 2001 – October 2001)
Completed three rotations in the Finance Program prior to being recruited to join the Federal Funds Trading Desk.
Rotations Completed:
 Accounting Operations: Assisted in Month End Close Process, completed daily balance of the
G/L, reconciled and reviewed Internal Demand Deposit Accounts and G/L, reported daily stock
activity, participated in maintenance of G/L system.
 Management Accounting: Understanding of the Theory of Funds Transfer Pricing, gained
knowledge of credit reporting, overview of cost accounting, management accounting methodology,
IMPR hierarchy structure.
 Financial Reporting: Regulatory Reporting; completed daily and weekly reports for submission to
Federal Reserve, SEC Reporting; contributed in proofing SEC documents prior to issuance,
completed assigned 10Q schedules.
EDUCATION
Bachelor of Science in Finance
Minor: Decision Sciences
Miami University – Richard T. Farmer School of Business, Oxford, Ohio
Wall Street Prep Financial & Valuation Modeling Seminar at DePaul University – September 2009
Licenses: Series 7 & Series 66 (expired)
SOFTWARE EXPERIENCE
Microsoft Suite ● Baseline ● Oracle EIS ● StockVal ● Money Transfer System ● Morningstar Principia
Enhanced Treasury Workstation ● PMView ● Intrader ● Bloomberg ● General Ledger ● Merrin Trading Platform
X-Net/Mainframe views ● KLD/IRRC SRI Databases ● FileMaker Pro ● Lotus Notes ● Zephyr Financial
RESUME