Financial Analyst Visual Resume

Ba Jeff Bloomburg Financial Advisor | Securities Principal | Portfolio Manager | Trader New Line LLP NEF Capital Management mm 099 Average capital allocation mm Gross Hoovers Consulting 1 1 2 assets 3 1 5 Gross exposure Mergers & Acquisitions L.T.D LLP 1 8 % Average returns Implementation of a collar and earn-out Merger and valuation analysis Financial Advisor Banking Analyst Vice President Sr. Vice President 2000 2002 2004 2008 Till Date Areas of Expertise Financial Trading Financial Modeling / Analysis 8 years 8 years 4 Project Management years Risk Assessment 4. 8 years 8 years years Investment Strategies Stocks / Bonds / Mutual Funds / Options Education Licensure 2000 uPenn Series 7 General Securities Registered Rep 2000 В.А Series 63 Uniform Securities Agent 2005 2007 uPenn М.B.А Series65 Uniform Investment Advisor 2008 [email protected] Ba Jeff Bloomburg Financial Advisor | Securities Principal | Portfolio Manager | Trader New Line LLP NEF Capital Management mm 099 Average capital allocation mm Gross Hoovers Consulting 1 1 2 assets 3 1 5 Gross exposure Mergers & Acquisitions L.T.D LLP 1 8 % Average returns Implementation of a collar and earn-out Merger and valuation analysis Financial Advisor Banking Analyst Vice President Sr. Vice President 2000 2002 2004 2008 Till Date Areas of Expertise Financial Trading Financial Modeling / Analysis 8 years 8 years 4 Project Management years Risk Assessment 4. 8 years 8 years years Investment Strategies Stocks / Bonds / Mutual Funds / Options Education Licensure 2000 uPenn Series 7 General Securities Registered Rep 2000 В.А Series 63 Uniform Securities Agent 2005 2007 uPenn М.B.А Series65 Uniform Investment Advisor 2008 [email protected] Ba Jeff Bloomburg Financial Advisor | Securities Principal | Portfolio Manager | Trader New Line LLP NEF Capital Management mm 099 Average capital allocation mm Gross Hoovers Consulting 1 1 2 assets 3 1 5 Gross exposure Mergers & Acquisitions L.T.D LLP 1 8 % Average returns Implementation of a collar and earn-out Merger and valuation analysis Financial Advisor Banking Analyst Vice President Sr. Vice President 2000 2002 2004 2008 Till Date Areas of Expertise Financial Trading Financial Modeling / Analysis 8 years 8 years 4 Project Management years Risk Assessment 4. 8 years 8 years years Investment Strategies Stocks / Bonds / Mutual Funds / Options Education Licensure 2000 uPenn Series 7 General Securities Registered Rep 2000 В.А Series 63 Uniform Securities Agent 2005 2007 uPenn М.B.А Series65 Uniform Investment Advisor 2008 [email protected] Ba Jeff Bloomburg Financial Advisor | Securities Principal | Portfolio Manager | Trader New Line LLP NEF Capital Management mm 099 Average capital allocation mm Gross Hoovers Consulting 1 1 2 assets 3 1 5 Gross exposure Mergers & Acquisitions L.T.D LLP 1 8 % Average returns Implementation of a collar and earn-out Merger and valuation analysis Financial Advisor Banking Analyst Vice President Sr. Vice President 2000 2002 2004 2008 Till Date Areas of Expertise Financial Trading Financial Modeling / Analysis 8 years 8 years 4 Project Management years Risk Assessment 4. 8 years 8 years years Investment Strategies Stocks / Bonds / Mutual Funds / Options Education Licensure 2000 uPenn Series 7 General Securities Registered Rep 2000 В.А Series 63 Uniform Securities Agent 2005 2007 uPenn М.B.А Series65 Uniform Investment Advisor 2008 [email protected] Ba Jeff Bloomburg Financial Advisor | Securities Principal | Portfolio Manager | Trader New Line LLP NEF Capital Management mm 099 Average capital allocation mm Gross Hoovers Consulting 1 1 2 assets 3 1 5 Gross exposure Mergers & Acquisitions L.T.D LLP 1 8 % Average returns Implementation of a collar and earn-out Merger and valuation analysis Financial Advisor Banking Analyst Vice President Sr. Vice President 2000 2002 2004 2008 Till Date Areas of Expertise Financial Trading Financial Modeling / Analysis 8 years 8 years 4 Project Management years Risk Assessment 4. 8 years 8 years years Investment Strategies Stocks / Bonds / Mutual Funds / Options Education Licensure 2000 uPenn Series 7 General Securities Registered Rep 2000 В.А Series 63 Uniform Securities Agent 2005 2007 uPenn М.B.А Series65 Uniform Investment Advisor 2008 [email protected] Ba Jeff Bloomburg Financial Advisor | Securities Principal | Portfolio Manager | Trader New Line LLP NEF Capital Management mm 099 Average capital allocation mm Gross Hoovers Consulting 1 1 2 assets 3 1 5 Gross exposure Mergers & Acquisitions L.T.D LLP 1 8 % Average returns Implementation of a collar and earn-out Merger and valuation analysis Financial Advisor Banking Analyst Vice President Sr. Vice President 2000 2002 2004 2008 Till Date Areas of Expertise Financial Trading Financial Modeling / Analysis 8 years 8 years 4 Project Management years Risk Assessment 4. 8 years 8 years years Investment Strategies Stocks / Bonds / Mutual Funds / Options Education Licensure 2000 uPenn Series 7 General Securities Registered Rep 2000 В.А Series 63 Uniform Securities Agent 2005 2007 uPenn М.B.А Series65 Uniform Investment Advisor 2008 [email protected]