David W. Passey, Cfa Email & Phone Number

Greater Chicago Area

• Conducted company-specific due-diligence research under direction of asset manager. Supported firm start-up operations. Scrutinized accounts for accurate investment allocation. Performed quarterly evaluations of equity.
• Evaluated and modeled equities, allowing portfolio manager to make prudent investment decisions
• Over 150 hours of critical manager time saved during start-up phase by anticipating business needs and taking initiative to generate corporate image, permitting manager to focus on account administration
• Saved $1,500 per quarter while remaining inline with strict compliance requirements by making IT recommendations and providing solutions
• Acknowledged for ability to grasp new material quickly and problem-solve independently

• Expounded class concepts to students. Independently conducted study sessions to reinforce basic financial principles. Assisted professor in the creation and grading of exams and assignments.
• Uncovered 30 minutes of additional instruction time per week by creating Excel models for students and running professor notes during class
• Praised for taking initiative to conduct study sessions and for always providing unbiased feedback
• Recruited for position by former Managing Director of Citigroup Global Markets, Inc.

• Analyzed, modeled and forecasted departmental revenue and cost data. Designed sales materials to conform with department changes and goals. Taught business English to ESL co-workers.
• Implemented solutions influenced 2 clients’ decisions to initiate business with Itaú, worth $50MM AUM
• English class students showed 45% improvement in proper English usage based on standardized exams
• Excelled in foreign environment while assuming roles of native speakers and multi-year professionals

• Exploited short-term arbitrage situations in U.S. equity markets
• Discovered passion for financial markets

• Utilized Adobe PageMaker, InDesign, Illustrator, Photoshop, and QuarkXPress in PC and Mac formats to prepare projects for offset printing
• Created graphics and type-set documents for new and existing clientele
• Operated pre-press machinery, including computers, printers, RIP and Lino output machines, developers and burners
• Provided ad-hoc services including digital document creation and editing, post-press handling and packaging, and material delivery