Bradley Lee Email & Phone Number

Atlanta, Ga, Us

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

• Assisting with database developing to categorize and organize investment firms in the Midwest region for current CFA charterholders and candidates• Volunteering with registration duties and speaker introductions at local CFA events including the 2016 InvestMNt Conference and the 2017 Annual Economic Dinner

• Held portfolio manager responsibilities while leading fifteen students in a student-run equity portfolio (AUM ~$234,000) and outperformed S&P 500 benchmark by 2.4% since July 1st, 2016• Executed a new fund strategy focused on stocks with 20%+ Y/Y revenue growth with reasonable valuations, and created guidelines for the management of the fund’s portfolio weights and strategy using assumptions of future business cycle, beta risk, and identifying catalysts for stock price appreciation • Introduced the implementation of evaluating financial statements, 10Q and 10K reports to create comparable valuation tables and utilize different pricing multiples to update fund's research quality• Introduced execution of MS Excel tables and MS PowerPoint templates for quarterly earning reports on current holdings and stock pitches to ensure fund's strategic principles are intact• Coordinated the schedule and travel of informational meetings with investments firms in Minneapolis and NYC, orchestrated networking events by hosting and organizing bi-annual alumni events, and a key contributor with writing a grant proposal for future funding for new investment trading platforms for SCSU applications

Greater Minneapolis-St. Paul Area

• Collaborated with analysts to conduct primary and secondary research on companies by analyzing quarterly company conference calls and evaluating SEC filings to assist with published company and industry reports• Gathered and analyzed proprietary data points on Excel to create spreadsheets for in-depth analysis on industry gross margins and pricing points of different consumer discretionary/staples companies• Completed due diligence such as applying Porter Five Forces to understand emerging industries, update financial models, and extract pricing multiples and other company metrics from FactSet software to update comparable valuation tables for equity coverage

• Served as a single point of contact for HUD review team consisting of 100+ team members, main duties included using interpersonal communicating skills to effectively communicate and develop relationships with the objective to ensure HUD-1 statements were in compliance in a time-sensitive manner• Created MS Outlook templates and assisted with the development of strategic risk management techniques to create a best practice guideline which decreased inflow of inquiries by 20% in 12 months• Provided recommendations and consultation for the development of a systematized review process to minimize and reduce review errors• Voted by department managers to be the recipient of the Wells Fargo National Service Excellence Award for stellar performance in handling and resolving escalated situations, given to less than 1% of WFHM employees

• Enhanced teamwork skills by coordinating with account managers to identify top accounts, target skill sets, and assess clients’ staffing requirements in the science/manufacturing job sector to fulfill business needs• Maintained relationships with existing and potential clients’ to provide exceptional customer service, gain industry knowledge, and procure referrals and sales leads • Evaluated potential candidates through interviewing, screening, and reference checks

Bachelor Of Science (B.S.), Finance, General, Gpa 3.2

• SCSU Husky Growth Fund | President | -Elected to lead fifteen students and manage a $234,000+ equity portfolio • Investment Club | Head.

Associate’S Degree, 3.4

• International Club | Treasury | -Responsible for budgeting and updating the club's finances and activities • Century College Table.