Vous êtes sur la page 1sur 2

David E.

58 Coronado St. ~ Atlantic Beach, NY 11509
(516) 643-6437 de56074a@westpost.net

Highly motivated Professional with knowledge and experience in quantitative meth
ods in trading, finance, and banking. Team player with strong leadership, commu
nication, and research skills.
Advanced proficiencies include: Microsoft Excel, Excel Financial Modeling, Bloo
mberg, Word, PowerPoint, Access, Outlook, Argus, ACI, C++, SQL.
Series 7, Series 63, Life Insurance Securities Licenses, Real Estate Sales and A
ppraisal Licenses and experience.
The Garden City Group, Melville, NY 10/2009 to Present
Securities Project Manager
Calculate preliminary estimates of economic damages from sample data.
Calculate formal measures of economic damages suitable for court presentation.
Apply sophisticated SQL database and Excel VBA spreadsheet modeling techniques t
o efficiently analyze vast amounts of data.
Audit class member lists created by parties to the litigation.
Develop methodologies for allocating the settlement fund to approved claimants.
Wachovia Securities/Wells Fargo Advisors, New York, NY 1/2008 to 10/2009
Registered Client Analyst
Oversee day-to-day client portfolio management and monitoring including asset al
location, performance and trading activity
Liaise with clients' team of external advisors (e.g., attorneys, tax accountants
) to deliver integrated advisory services
Supply pro-active coverage that may include discussions on market trends, change
in tax law, trust & estate matters, and other issues as they relate to a client
's overall wealth management plan
Actively participate in the analysis and selection of portfolio managers based o
n client needs and manager performance and allocation.
Perform risk analysis of portfolio holdings including equities, fixed income sec
urities, collateral backed securities, alternative investments, and syndicate de
JP Morgan Chase Bank, Oceanside, NY 5/2007 to 1/2008
Personal Banker
Collaborate with a team of six other personal bankers and investment advisors to
discover financial needs of clients and make investment recommendations accordi
ng to their needs and the current markets.
Contribute directly to the success of the firm by maximizing the depth and profi
tability of the customer's relationship through partnering with sales specialist
s in Retail Lending, Small Business, Investments
Actively researched capital markets and various securities to stay current for p
roduct recommendation.
Atlas Capital Trading, Inc., New York, NY 10/2006-5/2007
Proprietary Research/Trader
Conducted daily research and execute short term trades of NYSE, NASDAQ, and AMEX
listed equities.
Executed trades via Anvil Software and conducted stock chart research via ESigna
l Software
Conducted Pre-Market and Post-Market research to identify various trends and pat
terns to develop techniques to heighten profitability.
Hofstra University, Uniondale, NY
Candidate: Master of Science, May 2011
Concentration: Quantitative Finance
Hofstra University, Uniondale, NY
Graduated: Bachelor of Business Administration, May 2004
Concentration: Finance and Entrepreneurship
3.4 cumulative G.P.A.