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1、Bradley Donovan34 233 Cross Drive Liberty, CA 59065335.322.5678 BradleydonovanSUMMARY Seasoned research professional with 10+ years leading and enhancing quality and quantity of output of equity research teams at compa nies in cludi ng America n Securities and Paine Webber Strong project manager bal
2、ancing multiple roles in research, sales, marketing, and crisis man ageme nt for some of the largest compa ni es, fun ds, and in stituti onal in vestors in the country Exceptional writing and presenting skills-National Endowment for the Humanities Writing Award winner, and frequent keynote speaking
3、engagements at national conferences and meet ings with audie nces as large as 3,000 Dedicated finan cial research expert with a docume nted track record of accurate predict ions leadi ng up to and through the bear marketEXPERIENCEAPEX EQUITY SERVICES, PRINCIPAL, MARKET STRATEGY CONSUJLTAIN G9992008
4、Worked with more than 35 mutual fund and hedge fund manager developing investment strategies for in stituti onal equity in vestors Recommended internal investment strategies for a several billion dollars family of 20 mutual funds across 12 portfolio man agers Provided pairs trading recommendations f
5、or 200 industry groups for one of the largest hedge funds in the country Executed custom research on mutual fun ds, hedge fun ds, foun datio ns, and in stituti onal family trusts providi ng buys, sells, and shorts for thousa nds of in dividual stocks Performed asset class reviews using an enhanced s
6、uite of fun dame ntal, qualitative, qua ntitative, and tech ni cal skills for in stituti onal in vestors of all types Published newsletter in March 2000 accurately predict ing the top of NASDAQ, SOX, and BTK, and issu ing strong sell recomme ndatio ns on DOW and S&P 500MILO & CO., INSTITUTIO
7、NAL SALES, NATIONAL ACCOUN TA 19901999 Sold proprietary research, computer software, and custom con sult ing services to more tha n50 of the premier institutional money managers across all valuation disciplines Worked closely with key clients to recommend and sell several million dollars annually of
8、 proprietary computer software and value-added aftermarket support Recog ni zed as top salespers on out of 16 by in creas ing sell perce ntage more tha n six times sales average in 1999 Won only compa ny sales con test in both perce ntage and absolute in crease in first year on job In creased sales
9、dramatically, and cut travel expe nses by launching clie nt care teleph one support systemsBOYLAND & KINYETTA, VICE PRESIDENT, EQUITY RESEA RCH19861990 Doubled firm 'research output by 20% in eight mon ths with no in crease in eight member staff Helped transition Lovett 'specially firm e
10、nergy expertise into Kemper as part of takeoverDAN NEWMAN, LLC, VICE PRESIDENT, EQUITY RESEARCH 19831986EDUCATIONUNIVERSITY OF LOUISIANA Master of Arts -Thesis Program, English LiteratureUNIVERSITY OF INDIANA Bachelor of Arts -Chemistry/English Double MajorSPEAKING ENGAGEMENTS National Association o
11、f Investors, International Association of Financial Planners, LouisianaComputer Investor' Association. Society of Certified Public Accountants, Southwest Communications Association. University of Louisiana Annual Technical and Professional Writ ing Symposium, En viro nmen tal Hazards Conven ti o
12、n and Expositi onSKILLS/AWARDS/INVOLVEMENT NASD Series 7 and 63 Louisia na Life In sura nee lice nseNati onal En dowme nt for the Huma nities creative writ ing awardBronze medalist, 2004 Louisia na State Master 'Track Cycli ng Champi on shipsBradley Donovan34 233 Cross Drive Liberty, CA 59065335
13、.322.5678 Bradleydonovan能力資質(zhì)總結(jié)經(jīng)驗(yàn)豐富的職業(yè)調(diào)查研究人員,超過(guò)十年的經(jīng)驗(yàn),在諸如美國(guó)證券和普惠投資銀行領(lǐng)導(dǎo) 和提高股票研究團(tuán)隊(duì)工作的質(zhì)量高能力的項(xiàng)目經(jīng)理,能夠在調(diào)研,銷(xiāo)售,市場(chǎng)營(yíng)銷(xiāo)和危機(jī)處理等各個(gè)方面進(jìn)行平衡,曾 服務(wù)過(guò)美國(guó)一些最大的公司,基金和機(jī)構(gòu)投資者杰出的寫(xiě)作和展示技巧,全國(guó)人文基金會(huì)創(chuàng)作獎(jiǎng)得主,經(jīng)常在全國(guó)性會(huì)議和專(zhuān)題會(huì)議做 演講,觀眾高達(dá) 3,000人專(zhuān)注的金融研究專(zhuān)家,有關(guān)于對(duì)入熊市和出熊市詳細(xì)的預(yù)測(cè)記錄工作經(jīng)驗(yàn)APEX證券公司,首席財(cái)務(wù)官,市場(chǎng)戰(zhàn)略咨詢(xún),洛杉磯,1999 2008曾與35個(gè)以上的共同基金和對(duì)沖基金經(jīng)理共同合作,開(kāi)發(fā)對(duì)機(jī)構(gòu)投資者的股票投資
14、策 略為一個(gè)數(shù)十億美元和12個(gè)投資經(jīng)理組合的 20家共同基金給出內(nèi)部投資策略建議為美國(guó)最大對(duì)沖基金的 200家工業(yè)組提供交易建議針對(duì)研究共同基金,對(duì)沖基金,基金會(huì)和家族信托機(jī)構(gòu)進(jìn)行顧客調(diào)查研究,提供買(mǎi),賣(mài),賣(mài)空成千上萬(wàn)的個(gè)股使用所有類(lèi)型信息機(jī)構(gòu)投資者的基本,定性,定量和技術(shù)技能等增強(qiáng)套件資產(chǎn)類(lèi)別進(jìn)行評(píng) 論2000年3月發(fā)布通訊準(zhǔn)確預(yù)測(cè)納斯達(dá)克,sox和科技類(lèi)股的頂部,并發(fā)布關(guān)于道瓊斯指數(shù)和標(biāo)準(zhǔn)普爾500強(qiáng)的賣(mài)出建議MILO事務(wù)所,機(jī)構(gòu)銷(xiāo)售,國(guó)民經(jīng)濟(jì)核算,洛杉磯1990 1999向所有評(píng)估學(xué)科的首要機(jī)構(gòu)資金管理者出售專(zhuān)利研究,計(jì)算機(jī)軟件和客戶咨詢(xún)服務(wù)曾與主要客戶密切合作,推薦和銷(xiāo)售數(shù)百萬(wàn)美元計(jì)算機(jī)軟件的專(zhuān)利和價(jià)值,以及每年的 增值售后支持在16個(gè)銷(xiāo)售中作為公認(rèn)的頂級(jí)銷(xiāo)售人員增加銷(xiāo)售比例超過(guò)1999年平均六倍第一年贏得公司銷(xiāo)售冠軍,無(wú)論是在百分比還是在絕對(duì)值的增加上迅速提升銷(xiāo)售業(yè)績(jī),通過(guò)啟動(dòng)客戶關(guān)懷電話支持系統(tǒng),減少旅行費(fèi)用BOYLAND & KINYETT必司,副主席,證券研究,洛杉磯1986 1990在沒(méi)有人員增加的情況下八個(gè)月內(nèi)使公司的研究成果提高20%在八個(gè)成員中在并購(gòu)中,幫助將 Lovett公司的能源專(zhuān)業(yè)知識(shí)轉(zhuǎn)移至Kemper公司I. DAN NEWMA
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