Bryce Tobin Email & Phone Number

Cherry Creek, Colorado, United States

+Deliver a variety of exceptional independent consulting services for 10 major US mutual funds boards. Distill reams of fund data into digestible reports for boards to strengthen and defend the rigor of due-diligence and decision-making processes+ Serve as lead client manager for five boards (including one of the largest in the US). Creatively use data analytics and visuals to facilitate actionable solutions towards fund expenses, contract approvals, new product launches, compensation planning, etc.+ Professionally present report findings and recommendations to board clients, counsel representatives, and service providers

Denver, Co

+ Independently accountable for comprehensive coverage of fifteen international securities in a long-only, bottom-up, concentrated, value-oriented portfolio spanning multiple sectors and countries + Published more than 30 company-specific research reports evaluating various business models and implemented uniform screening metrics pertaining to growth, cash flows, and sensitivity+ Built creative grassroots research networks, confidently leveraged expertise of industry sources, stimulated team collaboration, and validated investment conviction through robust mosaic construction + Demonstrated exceptional written and verbal presentation skills, catering to a combination of simplified high-level briefings and in-depth, complex investment strategies+ Passed CFA Level 1 Examination (June 2015). Will achieve CFA Level 1 Certification on completion of work experience (Target Date: October 2018)

Greater Denver Area

+ Prepared exact net asset values, yields, distributions, and reconciliations in a deadline intensive environment+ Investigated discrepancies impacting accounting records and prices, identified solutions, and committed responsibility to proper resolution+ Researched specific securities and corporate actions within fund portfolios to ensure correct accounting treatment and compliance with SEC, tax, and prospectus mandates

Cherry Creek, Co

+ Analyzed in-depth sector and market data, developed research surveys, interpreted complex data trends, and presented concise conclusions to analyst teams and Portfolio Managers + Prioritized numerous obligations and consistently provided timely results to managers before required deadlines+ Proactively improved precision and efficiency of several projects through implementation of new procedures

Denver, Co

+ Professionally delivered outstanding customer service to shareholders through efficient communication, accurately processed transactions, and recommendation of appropriate funds+ Independently solved client issues using appropriate resources in a fast-paced and high volume atmosphere + Successfully passed Series 6 and 63 licensing exams, demonstrating ambition to expand industry knowledge

+ Constructed an innovative and creative business plan which identified potential partnership opportunities, evaluated the competitive landscape, and proposed advertising outlets for an emerging music distribution platform+ Energetically collaborated with the founder to implement new ideas and contact prospective partners

Denver, Co

+ Actively evaluated each clients’ financial situation and risk tolerance, determined their goals and objectives, and worked with associates to achieve diversified investment solutions+ Utilized portfolio attribution software to analyze fund performance, identify key trends, and conduct due diligence

+ Served as an enthusiastic agent at University events to ensure patrons enjoy a positive experience, while listening to customer complaints and managing issues during events+ Exhibited a lively and accommodating attitude while providing outstanding customer service+ Managed time requirements and independently tackled projects to achieve office goals

+ Ensured successful execution of musical productions and concerts under the supervision of the Production Manager+ Collaborated with artists, musicians, venue personnel, and production managers to coordinate events at a variety of locations+ Proactively identified issues and demonstrated effective solutions, as "the show must go on"

B.S.B.A, Finance

+ Major GPA: 3.62. Achieved Dean’s List recognition as a senior, reflecting minimum GPA of 3.75 + Earned over $60,000 in academic merit.

High School Diploma