3. BENEFIT
I can make a real positive difference in your organization by:
Improving your firm’s Net Income through return
optimization and risk reduction
Superior Market Timing and Quantitative Investment
Analysis
Soliciting new assets and solving problems
4. INVESTMENT PHILOSOPHY
I BELIEVE THAT IT IS MY DUTY TO EXTRACT THE
HIGHEST PROFITS AND RETURNS POSSIBLE FOR THE
EXPOSURE OF CAPITAL ASSETS TO MARKET
VOLATILITY
RISK IS MITIGATED BY ACCURATE MARKET
ANALYSIS AND TIMING…MATHEMATICALLY THERE IS
NO RISK OF LOSS FOR AN EVENT THAT IS CERTAIN
5. OBJECTIVE
Seeking a new challenge in Capital Markets,
Investment Analysis, Operations, Trading,
Derivatives or Structured Finance
6. BACHELORS OF SCIENCE
IN APPLIED MATHEMATICS
Coursework in: Mathematics Instructor
Operations Research Experience:
Multivariate & Tensor St. Clair College
Analysis FocusHope: Center for
Complex Variables Advanced Technology
Systems Theory Atlantic College Bahamas
Systems Research
7. PORTFOLIO MANAGEMENT
& INVESTMENT ANALYSIS
Professional Development: Investment Experience:
CFA Level 1 In progress Portfolio Manager
BahamasAir Pension Fund
Options Licensing Course
Investment Advisor
Futures Licensing Course
BMO Nesbitt Burns
Derivatives Fundamentals
Research Analyst
Canadian Securities Course
Alpha Capital Management
8. INVESTMENT ACUMEN
& MARKET TIMING
Acquired gold at $300 an ounce
oil stocks at $30 a barrel prior to $180 a barrel ascent
divested of US dollar denominated assets prior to the
currency decline to parity with the Canadian dollar
locked in millions at 9% fixed rate for 10 years
9. PENSIONS
Pension Administrators Experience:
Course BahamasAir Pension Fund
American Society of Pension Actuaries Alpha Capital Management
for the administration of qualified Michigan Benefit Consulting
retirement plans such as 401k, Prepared IRS Form 5500's to maintain
qualified tax exempt status.
ESOPs, and other profit sharing
plans.
10. ACCOUNTING, TREASURY,
LENDING & AUDITING
Mutual Fund Accountant MeesPierson Bahamas
Calculated NAV’s by accounting for trades, accruals of interest, foreign exchange, and all
transactions using mark-to-market pricing, journal & GL entries, and trade settlements
Director of Revenue Cable Bahamas
Monitored cash payment processing of $1.5 mil per month while expanding monetary
internal controls and customer service efficiency
Staff Auditor First Independence National Bank
Audited all major bank departments and functions including treasury, proof, credit card,
ATMs, vault/teller cash for effective internal controls.
12. SALES
EDUCATION: EXPERIENCE:
BMO NESBITT BURNS
SEMINARS
INVESTMENT SALES
COLD-CALLING
TRAINING PROGRAM
INVESTORS GROUP
CLIENT APPRECIATION
FINANCIAL PLANNING EVENTS
MUTUAL FUNDS SALES MASS MARKETING
TRAINING
CAMPAIGNS
13. COMPUTER SOFTWARE &
SYSTEMS
Starquote Axys
Bloomberg MFACT
Swift Unigraphics
Norkom Matlab
Visual Basic
Factiva
I quickly assimilate new computer
Databank
software and programmes.
14. COMPENSATION
I would welcome the opportunity to utilize the
synergy of my financial acumen and experience
to contribute to your organization in a constructive
and profitable way in return for a salary
approximating 6 figures.
15. PERSONAL
I am from Windsor Ontario Canada where I was very active as a
young man playing baseball, swimming, hockey, boy-scouts,
rollerskating, playing the trumpet and martial arts. I enjoy movies,
books and outdoor activities.
I am a loving father of 3… a daughter in Law School in the UK,
another daughter studying Business at York U, and a son in high
school in the Bahamas.
16. CONTACT
I can be reached :
By email at: tmartin514@hotmail.com
Or by phone at: (647) 278-6673
to arrange an interview
17. THANK YOU
I DEEPLY APPRECIATE THAT YOU TOOK
THE TIME TO WATCH THIS PRESENTATION
YOU ARE INVITED TO REVIEW MY
ATTACHED CHRONOLOGICAL RESUME
FOR MORE COMPREHENSIVE DETAIL
