Financial Analyst Visual Resume Sample

Jon Bing Financial Advisor | Portfolio Manager | Trader Seventeen Years of Consistent Career Progression 1998 2001 2007 2009 mm mm Average capital allocation Gross 4 0 0 1 2 assets • Merger and valuation analysis • Mergers & Acquisitions • Implementation of a collar and earn-out Gross Average 2 8 5 3 3 % exposure returns L.T.D. Associates Hoover Consultants NEF Capital Management New Lane LLP Investment Analyst Financial Advisor Vice President Principal Selective Industries & Firms • Deusche Bank (Banker's Trust) • AXA Financial (Equitable) • Access Group • Accenture • Oracle Consulting • HP • Compaq • Norton Core Competencies Selective Achievements Investment Strategies Advised M&A on $25mm acquisition of Neural Networks Inc Advised Sasient LLC on acquisition of Survelio, a $60mm private company Financial Trading Represented PictoCV on $100mm acquisition of VisualOomph Inc Account Management & Growth Advised Mighty Ocean LLP on acquisition of Vegas Inc, a $11mm private company Financial Modeling / Analysis Education & Certifications Risk Assessment Bachelor of Science in Economics – The Business School 2000 Series 7 General Securities Registered Rep - 2008 New Business Development Series 63 Uniform Securities Agent - 2009 Series65 Uniform Investment Advisor - 2010 in www.linkedin.com/in/johnbing 999-888-7766 [email protected] Services ofession al Services Others Jon Bing Financial Advisor | Portfolio Manager | Trader Seventeen Years of Consistent Career Progression 1998 2001 2007 2009 mm mm Average capital allocation Gross 4 0 0 1 2 assets • Merger and valuation analysis • Mergers & Acquisitions • Implementation of a collar and earn-out Gross Average 2 8 5 3 3 % exposure returns L.T.D. Associates Hoover Consultants NEF Capital Management New Lane LLP Investment Analyst Financial Advisor Vice President Principal Selective Industries & Firms • Deusche Bank (Banker's Trust) • AXA Financial (Equitable) • Access Group • Accenture • Oracle Consulting • HP • Compaq • Norton Core Competencies Selective Achievements Investment Strategies Advised M&A on $25mm acquisition of Neural Networks Inc Advised Sasient LLC on acquisition of Survelio, a $60mm private company Financial Trading Represented PictoCV on $100mm acquisition of VisualOomph Inc Account Management & Growth Advised Mighty Ocean LLP on acquisition of Vegas Inc, a $11mm private company Financial Modeling / Analysis Education & Certifications Risk Assessment Bachelor of Science in Economics – The Business School 2000 Series 7 General Securities Registered Rep - 2008 New Business Development Series 63 Uniform Securities Agent - 2009 Series65 Uniform Investment Advisor - 2010 in www.linkedin.com/in/johnbing 999-888-7766 [email protected] Services ofession al Services Others Jon Bing Financial Advisor | Portfolio Manager | Trader Seventeen Years of Consistent Career Progression 1998 2001 2007 2009 mm mm Average capital allocation Gross 4 0 0 1 2 assets • Merger and valuation analysis • Mergers & Acquisitions • Implementation of a collar and earn-out Gross Average 2 8 5 3 3 % exposure returns L.T.D. Associates Hoover Consultants NEF Capital Management New Lane LLP Investment Analyst Financial Advisor Vice President Principal Selective Industries & Firms • Deusche Bank (Banker's Trust) • AXA Financial (Equitable) • Access Group • Accenture • Oracle Consulting • HP • Compaq • Norton Core Competencies Selective Achievements Investment Strategies Advised M&A on $25mm acquisition of Neural Networks Inc Advised Sasient LLC on acquisition of Survelio, a $60mm private company Financial Trading Represented PictoCV on $100mm acquisition of VisualOomph Inc Account Management & Growth Advised Mighty Ocean LLP on acquisition of Vegas Inc, a $11mm private company Financial Modeling / Analysis Education & Certifications Risk Assessment Bachelor of Science in Economics – The Business School 2000 Series 7 General Securities Registered Rep - 2008 New Business Development Series 63 Uniform Securities Agent - 2009 Series65 Uniform Investment Advisor - 2010 in www.linkedin.com/in/johnbing 999-888-7766 [email protected] Services ofession al Services Others Jon Bing Financial Advisor | Portfolio Manager | Trader Seventeen Years of Consistent Career Progression 1998 2001 2007 2009 mm mm Average capital allocation Gross 4 0 0 1 2 assets • Merger and valuation analysis • Mergers & Acquisitions • Implementation of a collar and earn-out Gross Average 2 8 5 3 3 % exposure returns L.T.D. Associates Hoover Consultants NEF Capital Management New Lane LLP Investment Analyst Financial Advisor Vice President Principal Selective Industries & Firms • Deusche Bank (Banker's Trust) • AXA Financial (Equitable) • Access Group • Accenture • Oracle Consulting • HP • Compaq • Norton Core Competencies Selective Achievements Investment Strategies Advised M&A on $25mm acquisition of Neural Networks Inc Advised Sasient LLC on acquisition of Survelio, a $60mm private company Financial Trading Represented PictoCV on $100mm acquisition of VisualOomph Inc Account Management & Growth Advised Mighty Ocean LLP on acquisition of Vegas Inc, a $11mm private company Financial Modeling / Analysis Education & Certifications Risk Assessment Bachelor of Science in Economics – The Business School 2000 Series 7 General Securities Registered Rep - 2008 New Business Development Series 63 Uniform Securities Agent - 2009 Series65 Uniform Investment Advisor - 2010 in www.linkedin.com/in/johnbing 999-888-7766 [email protected] Services ofession al Services Others Jon Bing Financial Advisor | Portfolio Manager | Trader Seventeen Years of Consistent Career Progression 1998 2001 2007 2009 mm mm Average capital allocation Gross 4 0 0 1 2 assets • Merger and valuation analysis • Mergers & Acquisitions • Implementation of a collar and earn-out Gross Average 2 8 5 3 3 % exposure returns L.T.D. Associates Hoover Consultants NEF Capital Management New Lane LLP Investment Analyst Financial Advisor Vice President Principal Selective Industries & Firms • Deusche Bank (Banker's Trust) • AXA Financial (Equitable) • Access Group • Accenture • Oracle Consulting • HP • Compaq • Norton Core Competencies Selective Achievements Investment Strategies Advised M&A on $25mm acquisition of Neural Networks Inc Advised Sasient LLC on acquisition of Survelio, a $60mm private company Financial Trading Represented PictoCV on $100mm acquisition of VisualOomph Inc Account Management & Growth Advised Mighty Ocean LLP on acquisition of Vegas Inc, a $11mm private company Financial Modeling / Analysis Education & Certifications Risk Assessment Bachelor of Science in Economics – The Business School 2000 Series 7 General Securities Registered Rep - 2008 New Business Development Series 63 Uniform Securities Agent - 2009 Series65 Uniform Investment Advisor - 2010 in www.linkedin.com/in/johnbing 999-888-7766 [email protected] Services ofession al Services Others Jon Bing Financial Advisor | Portfolio Manager | Trader Seventeen Years of Consistent Career Progression 1998 2001 2007 2009 mm mm Average capital allocation Gross 4 0 0 1 2 assets • Merger and valuation analysis • Mergers & Acquisitions • Implementation of a collar and earn-out Gross Average 2 8 5 3 3 % exposure returns L.T.D. Associates Hoover Consultants NEF Capital Management New Lane LLP Investment Analyst Financial Advisor Vice President Principal Selective Industries & Firms • Deusche Bank (Banker's Trust) • AXA Financial (Equitable) • Access Group • Accenture • Oracle Consulting • HP • Compaq • Norton Core Competencies Selective Achievements Investment Strategies Advised M&A on $25mm acquisition of Neural Networks Inc Advised Sasient LLC on acquisition of Survelio, a $60mm private company Financial Trading Represented PictoCV on $100mm acquisition of VisualOomph Inc Account Management & Growth Advised Mighty Ocean LLP on acquisition of Vegas Inc, a $11mm private company Financial Modeling / Analysis Education & Certifications Risk Assessment Bachelor of Science in Economics – The Business School 2000 Series 7 General Securities Registered Rep - 2008 New Business Development Series 63 Uniform Securities Agent - 2009 Series65 Uniform Investment Advisor - 2010 in www.linkedin.com/in/johnbing 999-888-7766 [email protected] Services ofession al Services Others