DANIEL SOLS

405-370-3605 | daniel.solis@simon.rochester.edu
EDUCATION
Simon Graduate School of Business, University of Rochester Rochester, NY Master of Science in Finance June 2013 Member: Student Investment Fund | Financial Management Association | C.O.T.A. (Consulting and Operations Club) University of Rochester Bachelor of Arts in Economics Member: Chinese Policy Association (Founder) | UR Consulting Club (Student Pro-Bono Consultant) Rochester, NY May 2012

WORK & LEADERSHIP EXPERIENCE

Bloomberg LP Rochester, NY Bloomberg Ambassador 2012-Present Worked with the Bloomberg Institute to promote the Bloomberg Assessment Test (BAT) to undergraduate and graduate students. Worked with faculty and student organizations to educate the campus population about the BAT test, and how it can help students achieve their career goals. RuffaloCODY Rochester, NY Fundraiser 2013-Present Called over 100 leads per day to raise funds for capital projects of the Annual Givings Program for a top research university. Underwent an intensive 4-week training period to develop fund-raising strategies for eight schools, parent funds, athletics giving and large-scale reunion events. Quickly developed rapport in cold-calls, and exceeded daily goals that helped raise more funds from $901M toward the $1.2B goal. Investment Banking Institute Rochester, NY Financial Modeling and Valuation Training October 2012 Performed company valuations utilizing comparable company, precedent transactions and DCF analysis. Built fully integrated financial statements projection model, including ability to run sensitivity analysis. Ameriprise Financial Services, Inc. Rochester, NY Financial Planning Intern Summer 2012 Conducted research on equities, mutual funds, life insurance, and fixed income securities for high-net-worth clients. Drafted recommendation letters containing updated portfolio performance and new strategies based on clients timeline, investment objective and risk tolerance. Utilized Morningstar, Ameriprise tools, and S&P Research Reports in order to help make recommendations and provide assets target prices. Meliora Capital Management, LLC. (Student Investment Fund) Rochester, NY Analyst in the (Energy, Banking & Technology Groups) 2011-2012 Successfully completed Investment Bank and Capital Markets training program for interview preparation. Conducted due diligence and pitched multiple investments and strategies within each group.

SKILLS, ACTIVITIES & INTERESTS

Languages: Fluent in English and Spanish, working knowledge in Portuguese. Financial: Morningstar, Financial Modeling, S&P Capital IQ, Bloomberg. Computer: Advanced Excel Knowledge, M.S. Word, PowerPoint, Business Plan Software, and Stata. Leadership: Completed 24-hour Early Leader Case Competition (Simon, Fall 11); Coordinated school supply drives for PS22 middle school in Rochester, NY (Fall 10 & Fall 11), Won multi-cultural fraternity of the year (2011). Affiliations: the Wall Street Journal Young Professionals Network, Association of Latino Professionals in Finance and Accounting (ALPFA), National Society of Hispanic MBAs (NSHMBA), and La Unidad Latina (Community Service Organization).