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Donald Jobs
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service@55.la
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QQ: 2365213431
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(+86) 0592-5885308
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Skype: zhuanzhuandashi
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Objective: Securities and Investment Analyst
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EDUCATION
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The Johns Hopkins University
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Baltimore, MD
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Bachelor of Arts in Economics, Minor in Entrepreneurship & Management
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May 2013
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Overall GPA: 3.8 SAT M:720 V:750 W:700
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Relevant Courses: Econometrics, International Monetary Economics, Economic Forecasting, Statistical Analysis, Financial Markets & Institutions, Corporate Finance, Applied Economics & Finance, Real Estate Finance, Financial Economics, Managerial Economics & Business Strategy, Quantitative Research Practicum, Futures Market Research, Financial Statement Analysis
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EXPERIENCE
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Wachovia Securities
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Marlton, NJ
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Summer Management & Marketing Analyst Intern
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June - August 2012
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Prospected potential clients with a minimum of $10 Million in annually invested assets culminating in a Tax-Free Investing seminar attended by 40 potential clients
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Evaluated client portfolios relative to their investment objectives and risk tolerances using Goldman Sachs X-Ray software
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Created comprehensive retirement plans for current and potential clients using Wachovia’s Envision Program
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Initiated the branch’s transition from paper statements to E-statements saving the branch $90,000 annually
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Morgan Stanley
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Mt. Laurel, NJ
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Marketing and Sales Intern
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June - August 2011
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Researched potential client information to widen group’s client base
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Conducted research for existing clients by using Smith Barney’s updated software applications
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Organized, marketed and directed a retirement investment seminar for 75 potential clients
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Attended an Exchange Traded Funds seminar sponsored by Barclays, PowerShares, and Vanguard to improve and broaden firm’s client services
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Legg Mason Capital Management
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Baltimore, MD
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Equity Research Intern
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August 2009 - May 2010
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Increased research coverage of Private Placements investments valued at $200M by +15%
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Valued Ralph Lauren equity in original research report using DCF and EVA methods
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Reconciled Legg Mason share price estimates for private companies to those of sell-side analysts
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Analyzed company fundamentals and modeled future cash flows for senior research analysts
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LEADERSHIP & COMMUNITY SERVICE
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Marshal L. Salant Student Investment Team
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Baltimore, MD
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Co-Chair
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Fall 2011 - present
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Co-manage an endowment of $140k with profits providing scholarship funds
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Apply valuation techniques in the research and investment decision making process including discounted cash flows and key ratio comparisons within sectors
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Johns Hopkins Organization for Finance and Investment
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President
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August 2009 - present
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Promote financial awareness and investment skills to student body through educational events
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Collaborate with students, faculty, staff, and alumni to bring 4 speakers a year to campus
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Pen Lucy Youth Partnership
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Baltimore, MD
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Mentor & Tutor
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October 2009 - May 2010
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Tutored young, underprivileged students in Mathematics and English
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Organized activities and games to promote and emphasize teamwork
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COMPUTER SKILLS
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Bloomberg Terminal, SPSS, Microsoft Word, Excel, Outlook, Access, PowerPoint
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