Michael Teitelman Email & Phone Number

Conshohocken, Pennsylvania, United States

Conshohocken, Pennsylvania, United States

As an ODD Analyst, I review the organizational and IT infrastructure of private investment funds. I complete a comprehensive process for each investment fund I review, including a review of each firm's policies, regulatory registration documents, and financial reporting, followed by attending a meeting with each fund's operational leaders where I support the Deal Manager in conducting an interview. This due diligence is used to create a report which ultimately helps Hamilton Lane's Investment Committee decide if a fund is a suitable investment.

Oaks, Pa

As a member of the associate's program, I am assigned to the Investment Manager Services business unit, the company’s largest and fastest-growing source of revenue. In my role as a business systems analyst in client solutions, I collaborate with experienced management, development, and operations teams to articulate client business requirements and solve a wide range of problems related to SEI’s diverse fintech platforms and client base. My experience encompasses project management and technical writing for solutions geared towards international Alternative Investment Management clients.

696 Second Street Pike, Richboro, Pa 18954

Worked May through September with positions of increasing accountability in Real Estate office serving homeowners, corporate clients, and investors. • Inspected, photographed, and documented the condition of foreclosed and subsequently listed properties. • Updated shared internet drive with proof of inspection and room by room detail regarding condition.• Collected detail for comparative market analysis CMA and broker price opinions BPO.

Rowan University, Office Of The Dean, Business Hall Dean'S Suite

• Convert the faculty directory on the Rohrer College of Business website to a new template in Cascade CMS. • Utilize partial match with VLOOKUP to remove duplication of instructor records due to inconsistent data entry of title and middle initial. Automate the process of calculating the number of classes by the instructor's name and the number of classes by semester.

Newtown, Pa

Finance intern for Financial Services Firm specializing in Asset Management, Retirement Planning, Pre-Retirement Planning, Estate Planning, Tax Planning. Duties included:• Conducted research on equities and fixed income securities to aid portfolio managers’ buying and selling decisions.• Built and tracked the daily progress of a personalized portfolio of diversified stocks spanning different sectors and market capitalizations.• Shadowed experts in financial planning and portfolio management as they provide retirement planning and capital gains to clients. • Monitored the daily activity of the financial markets and business news.

Greater Philadelphia Area

• Officiate games guided by established policies and contest rules that emphasize the educational values of interscholastic athletics, promote safe and sportsmanlike competition, and provide uniform standards for all interscholastic levels of competition. • Passed the PIAA basketball referee certification in June 2017 with Pennsylvania Interscholastic Athletic Association.• Continue to work summers in this role through August 2019.

Hammonton, New Jersey

Treasury Intern supporting cash management and shareholder services with reporting, research and file maintenance. • Added a SharePoint page to the website creating content for Financial Wellness, Understanding the Nature of Equity Comp and Deferrals, Important Dates and Links, Financial Bonuses, and FAQs. • • Performed technical analysis on excel spreadsheets of over one million lines to determine the method of creating outlier free records and project the frequency of payments. • Provided a single point of access for important documents for restricted stock agreements and dividend notices. • Added a new section to the company SharePoint website to provide vital links such as Broadridge and Newport for the Equity Compensation Plan and educational material for shareholders. • Studied internal documents on equity compensation policies and researched external sources to add a concise version of the principles and requirements of a 10b5-1 plan to the shareholders' webpage. • Built out shareholders' site with original content on financial wellness, important dates, and FAQs and provided a demo of the new features for the board of directors.

Greater Philadelphia Area

Certified by the USSF to officiate games in intramural league for girls and boys up to 8th grade.

Bachelor Of Science - Bs, Financial Mathematics, Rowan University Scholar’S Academic Scholarship

Activities and Societies: • Executive Vice President, Beta Gamma Sigma International Business Honor Society • Vice President, Treasurer.

Securities Industry Essentials® (Sie®) Exam, Pass

Passed the Securities Industry Essentials® (SIE®) Exam is a required qualifications exam administered by FINRA. The SIE tests information.

High School Diploma, Advanced Placement Physics, Calculus, English, And History, Cumulative Gpa 4.286

Activities and Societies: • National Honor Society • National English Honor Society • Rho Kappa National Social Studies Honor.