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JORDAN M. KELMAN 750 N Dearborn St. Apt. #305 Chicago, IL 60654 jk138a384@westpost.net 937.657.

0850 MBA in Finance combines business and financial acumen to analyze equities, fixed -income securities and global markets to construct and develop distinctive inves tment strategies to help organizations and clients achieve their financial goals and objectives. SKILLS Morningstar Office. Microsoft Office. DST Vision. TPX -Thomson Reuter's BETA f or Mesirow. CA Output Management Web Viewer. QuickBooks Pro 2009. Knowledgeable about various financial products, primarily ETFs. EXPERIENCE December 2010 - Present Mesirow Financial, Inc. through Accountemps Chicago, Illinois Temporary Consultant * Assist with all day-to-day operations for 10,000+ IRA accounts within the sec urity-processing dept. * Report Rollover activity and change of beneficiary information for all IRA ac counts. * Review and revise account information for all IRA account holders. * Prepare the 1099-R tax documents that will be filed by client's to report the ir 2010 distributions. 2009 -2010 Yunistone Investment Group, LLC Chicago, Illinois Research Associate * Directly worked with the CFA/CEO who managed approximately $10 million in ass ets. * Created clients' quarterly performance reports and asset allocation worksheet s using Microsoft Excel and Morningstar Office. * Researched fixed income securities, equities and ETFs through Morningstar off ice and other outlets. * Assisted the CEO with administrative and marketing decisions for the start-up Investment Group. 2007- 2008 Gameplan Creative, LLC Chicago, Illinois Account Coordinator * Managed and organized accounts for Seat Exchange Corporation and all of their partners/properties that included universities in the ACC & Big 12 and a footba ll club in the English Premier League. * Initiated Day to day communication and follow up with property managers in mu ltiple markets. * Managed the process in developing the LED ribbon boards that were displayed a t the 2007 MLB All-Star Game, the 2007 MLB Post Season, and the 2007 MLS All-Sta r Game. * Directed and helped design a marketing and inventory assets website for Seat Exchange that was utilized by all of their domestic and international partners. * Worked directly with the CEO and CMO on a weekly basis to review all accounts . Summer 2006

Cincinnati Bengals - NFL Cincinnati, Ohio Equipment Intern EDUCATION May 2010 Roosevelt University Chicago, Illinois Master of Business Administration * Member - Roosevelt's chapter of Delta Mu Delta - National Business School Hon or Society. August 2007 Kent State University Kent, Ohio BS - Sports Administration * Member - Sigma Alpha Lamda - National Leadership and Honors Organization.

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