| 3423 Dakota Lane |
Salt Lake City, UT 84092 |
(801) 572-8832 |
tbrubaker@finanicalsuccess.com |
OBJECTIVE: Private Client Services, Goldman Sachs
SUMMARY OF QUALIFICATIONS
- Financial Analyst with more than 10 years experience in financial analysis.
- M.B.A. in Investment Finance with CPA, CFA and CFP certifications.
- Unique combination of expertise in financial analysis, forecasting and accounting.
- Team leader with exceptional interpersonal communication skills.
RELEVANT ACCOMPLISHMENTS
| 2003-present | MORGAN STANLEY, Salt Lake City, UT
Senior Financial Analyst
Oversaw management of private and commercial assets
portofolio totally more than $150 million.
- Help develop risk mitigration strategy designed to diversify client risk across a myriad of asset groups in 10 industries.
- Made portfolio recommendations to managing director and CEO.
|
| 2002-03 |
LEMAN BROTHERS Denver CO
Financial Analyst
Identified and reported key economic drivers and financial indicitors to asset and risk management teams. Helped support key client accounts.
- Received employee recognization award for top performance.
- Received three raises while employed for superior performance.
- Earned CFA certification.
|
| 2001- 2002 | AXIS FINANCIAL LLC., Denver CO
Certified Financial Planner
- Worked with senior CFP to build and manage $50 million portofolio of personal assets.
- Helped manage $20 million growth in portfolio over 1 year period.
- Assisted in development and launch of hedgefund.
|
| 1997-2001 | MORTGAGE BROKERS INC, Denver, CO
Loan Underwriter |
| 1995-97 | MORTGAGE ESSENTIALS LLC, Aurora, CO
Loan Processor |
| 1990-95 | KPMG, Aurora, CO
Accountant
- For this big four accounting firm, consulted with
CEOs and CFOs in a variety of industries (high tech, construction,
legal services, production) concerning tax auditing, financial planning,
and risk management.
|
| 1985-90 | ITM RISK MANAGERS, Boulder, CO
Assistant Financial Planner |
| Education |
| Colorado State University, Denver CO
M.B.A., 1988 |
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