Work Experience:
2 Years as a Registered Associate at UBS (Led long-term asset management project that more than doubled assets under management for team and increased annual revenue by $140,000)
2 Years as a Portfolio Administrator for Independent Private Wealth Manager (Responsible for investing 1/5 of client assets at firm, led team in developing business plan, led development of standardized process and procedures manual)
720 GMAT (Q44, V46)
Bachelor's of Science in Industrial and Systems Engineering from Ohio State. Graduated in 2007 with 3.43 GPA
Service Chair for Engineering Honors Fraternity (organized fundraising dinner and science events for local middle/high schoolers), Lead Volunteer for local cancer fundraiser and team leader for service project through church.
Series 7 License, CFA Level 1 Candidate
Target programs: Haas, Kellogg, Fuqua, Booth and Darden
Post-MBA goal: PM for Institutional Money Management
Thanks,
Jay