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1、霸象文化-Bradley Donovan 34 233 Cross Drive Liberty, CA 59065335.322.5678 BSUMMARY Seasoned research professional with 10+ years leading and enhancing quality and quantity of output of equity research teams at companies including American Securities and Paine Webber Strong project manager balancing mult
2、iple roles in research, sales, marketing, and crisis management for some of the largest companies, funds, and institutional investors in the country Exceptional writing and presenting skills-National Endowment for the Humanities Writing Award winner, and frequent keynote speaking engagements at nati
3、onal conferences and meetings with audiences as large as 3,000 Dedicated financial research expert with a documented track record of accurate predictions leading up to and through the bear marketEXPERIENCEAPEX EQUITY SERVICES, PRINCIPAL, MARKET STRATEGY CONSULTING, LA, 19992008 Worked with more than
4、 35 mutual fund and hedge fund manager developing investment strategies for institutional equity investors Recommended internal investment strategies for a several billion dollars family of 20 mutual funds across 12 portfolio managers Provided pairs trading recommendations for 200 industry groups fo
5、r one of the largest hedge funds in the country Executed custom research on mutual funds, hedge funds, foundations, and institutional family trusts providing buys, sells, and shorts for thousands of individual stocks Performed asset class reviews using an enhanced suite of fundamental, qualitative,
6、quantitative, and technical skills for institutional investors of all types Published newsletter in March 2000 accurately predicting the top of NASDAQ, SOX, and BTK, and issuing strong sell recommendations on DOW and S&P 500MILO & CO., INSTITUTIONAL SALES, NATIONAL ACCOUNTS, LA 19901999 Sold proprie
7、tary research, computer software, and custom consulting services to more than 50 of the premier institutional money managers across all valuation disciplines Worked closely with key clients to recommend and sell several million dollars annually of proprietary computer software and value-added afterm
8、arket support Recognized as top salesperson out of 16 by increasing sell percentage more than six times sales average in 1999 Won only company sales contest in both percentage and absolute increase in first year on job Increased sales dramatically, and cut travel expenses by launching client care te
9、lephone support systemsBOYLAND & KINYETTA, VICE PRESIDENT, EQUITY RESEARCH, LA, 19861990 Doubled firms research output by 20% in eight months with no increase in eight member staff Helped transition Lovetts specially firm energy expertise into Kemper as part of takeoverDAN NEWMAN, LLC, VICE PRESIDEN
10、T, EQUITY RESEARCH, LA, 19831986EDUCATIONUNIVERSITY OF LOUISIANA Master of Arts Thesis Program, English LiteratureUNIVERSITY OF INDIANA Bachelor of Arts Chemistry/English Double MajorSPEAKING ENGAGEMENTS National Association of Investors, International Association of Financial Planners, Louisiana Co
11、mputer Investors Association, Society of Certified Public Accountants, Southwest Communications Association, University of Louisiana Annual Technical and Professional Writing Symposium, Environmental Hazards Convention and ExpositionSKILLS/AWARDS/INVOLVEMENT NASD Series 7 and 63 Louisiana Life Insur
12、ance licenseNational Endowment for the Humanities creative writing awardBronze medalist, 2004 Louisiana State Masters Track Cycling ChampionshipsBradley Donovan 34 233 Cross Drive Liberty, CA 59065335.322.5678 B能力资质总结 经验丰富的职业调查研究人员,超过十年的经验,在诸如美国证券和普惠投资银行领导和提高股票研究团队工作的质量 高能力的项目经理,能够在调研,销售,市场营销和危机处理等各
13、个方面进行平衡,曾服务过美国一些最大的公司,基金和机构投资者 杰出的写作和展示技巧,全国人文基金会创作奖得主,经常在全国性会议和专题会议做演讲,观众高达3,000人 专注的金融研究专家,有关于对入熊市和出熊市详细的预测记录工作经验APEX证券公司, 首席财务官,市场战略咨询,洛杉矶, 19992008 曾与35个以上的共同基金和对冲基金经理共同合作,开发对机构投资者的股票投资策略 为一个数十亿美元和12个投资经理组合的20家共同基金给出内部投资策略建议 为美国最大对冲基金的200家工业组提供交易建议 针对研究共同基金,对冲基金,基金会和家族信托机构进行顾客调查研究,提供买,卖,卖空成千上万的个
14、股 使用所有类型信息机构投资者的基本,定性,定量和技术技能等增强套件资产类别进行评论 2000年3月发布通讯准确预测纳斯达克,sox和科技类股的顶部,并发布关于道琼斯指数和标准普尔500强的卖出建议MILO 事务所, 机构销售,国民经济核算, 洛杉矶 19901999 向所有评估学科的首要机构资金管理者出售专利研究,计算机软件和客户咨询服务 曾与主要客户密切合作,推荐和销售数百万美元计算机软件的专利和价值,以及每年的增值售后支持 在16个销售中作为公认的顶级销售人员增加销售比例超过1999年平均六倍 第一年赢得公司销售冠军,无论是在百分比还是在绝对值的增加上 迅速提升销售业绩,通过启动客户关怀
15、电话支持系统,减少旅行费用BOYLAND & KINYETTA公司, 副主席, 证券研究, 洛杉矶 19861990 在没有人员增加的情况下八个月内使公司的研究成果提高20在八个成员中 在并购中,帮助将Lovett公司的能源专业知识转移至Kemper公司DAN NEWMAN, 有限责任公司, 副主席, 证券研究, 洛杉矶, 19831986教育背景路易斯安那大学 文科硕士论文研究,英国文学印第安纳大学 文科学士 化学/英语双学位公众演讲经历 全国投资者协会,国际财务策划师,路易斯安那州计算机投资者协会,注册会计师协会,西南通讯协会,路易斯安那州的年度技术和专业写作研讨会,环境危害大会和国际博览会协会 技巧/奖项/社会活动 美国纳斯达克证券经纪人7 和63 路易斯安那州寿险执照 美国人文基金会创作奖 2004年路易斯安那州立硕士场地自行车锦标赛铜牌得主