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Candidate Resume Book 2014 Wall Street Trek September 2014 Raymond Au Yeung 13293 Pearl St. Thornton, CO 80241 [email protected] (720) 470-5538 EDUCATION UNIVERSITY OF COLORADO BOULDER Finance GPA: 3.8 Cumulative GPA: 3.4 Bachelors of Science in Business Administration Finance Leeds School of Business Expected May 2015 Relevant Courses: Investment Banking Seminar, Investment Management Seminar, Derivatives, Investments and Portfolio Management, Corporate Finance, Corporate Reporting I, Microeconomics, Macroeconomics Bachelors of Science in Applied Mathematics College of Engineering & Applied Science Expected May 2015 Relevant Courses: Computing in C++, Calculus 1-3 for Engineers, Differential Equations for Engineers, Linear Algebra for Engineers, Mathematical Statistics, Probability, Numerical Analysis, Applied Analysis SKILLS Software: C++, Excel, Matlab, Mathematica, Bloomberg, Factset, Advance Database Language: Cantonese (Conversational) RESEARCH PROJECTS WellPoint Investment Analysis: Developed an equity analysis on WellPoint, a health insurance company, by creating an in- depth investor report, presentation, and model of its perceived valuation and growth prospects. Roughly $40,000 worth of WellPoint shares were bought through the CU Student Investment Fund. WellPoint’s price has risen over 35% since its purchase in February. CME Trading Challenge: Participated in a trading challenge with four other students in a two week period, trading with $100,000 of paper money on live market prices for specific commodities futures contracts with over 20% returns. HONORS AND AWARDS First Generation Scholar, BOLD Scholar, Virginia Schuman Merit Scholar, Gary L. Higa Scholar, Tony Tisone Memorial Scholar, Diverse Scholars Program, Multicultural Greek Council Scholar of the Year 2011-2012, Dean’s List EXPERIENCE J2 Partners Boulder, CO Summer 2014 Summer Analyst-Private Equity ° Reviewed and made recommendations for potential acquisitions from offering memoranda ° Drafted presentations/reports related to potential acquisitions, debt/equity structuring, and market opportunities ° Prepared analytical/quantitative reports and models for existing portfolio companies and potential acquisitions Applied Mathematics Department University of Colorado Boulder, CO Fall 2014 Calculus I for Engineers – Learning Assistant ° Met on a weekly basis with the lead faculty member for Calculus I to discuss optimal teaching strategies ° Led two work groups per week consisting of 25 students that focused on individual learning and facilitated discussions designed to enhance the weekly lectures and learning objectives Development Office at the Leeds School of Business Boulder, CO February 2012-Present Development Intern ° Create detailed research reports on donors/alumni with their real estate investment values, employment, philanthropic giving or interests, relations to CU, and any other information relevant to future giving potential ° Write weekly thank you letters to wealthy donors who support the Leeds School of Business LEADERSHIP Pi Delta Psi Fraternity Boulder, CO November 2011 – Present President, Vice President-Internal, New Member Educator ° Represented Pi Delta Psi at statewide and national conferences, and regularly met with other student organizations, administrators, and members of the Boulder community primarily for funding and discussing community initiatives ° Increased fundraising income in fall 2012 by 400% when compared to all previous semesters ° Ranked number one chapter by size based on chapter reports focused on philanthropic and cultural events Andrew Bainbridge 9729 Red Oakes Drive, Highlands Ranch, CO [email protected] (303)358-5728 EDUCATION UNIVERSITY OF COLORADO AT BOULDER-Leeds School of Business Bachelor of Science in Business Administration with an emphasis in Accounting May 2015 Master of Science in Accounting May 2016 ! 3.97 Cumulative GPA, 4.0 Major GPA ! Dean’s List, every semester ! Certifications: Bloomberg Essentials SANTA CLARA UNIVERSITY-Leavey School of Business September 2011-June 2012 ! 3.8 Cumulative GPA ! Dean’s List, every semester EXPERIENCE MarkWest Energy Partners, L.P. May 2014-August 2014 Operations Accounting Intern ! Completed a cost recovery project in excess of two million dollars, including collecting proper documentation and constructing a framework for tracking progress ! Prepared a process document demonstrating the construction of the monthly workbook ! Working as a member of a 5 person team on multiple projects including monthly close and issue resolution Center for Research on Consumer Financial Decision Making, Leeds School of Business, Boulder, CO September 2013-Present Student Assistant ! Assist multiple professors with distribution and evaluation of research projects ! Helped plan the 2014 Boulder Summer Conference on Consumer Financial Decision Making Lowe’s Home Improvement, Parker, CO May 2013-August 2013 Store Operations Intern ! Selected as one of forty-five interns from a candidate pool of over 5,000 ! Frequently called upon to assume the responsibilities of an Assistant Store Manager, taking charge of day-to-day operations ! Delivered fifteen-minute group presentation concerning professional sales to the COO and other executives. Parker Sprinkler Supply, Parker, CO Summer 2011, 2012 Sales Associate and Sprinkler Technician ! Worked as a member of a small team on contracted landscaping projects up to $25,000 ! Assisted customers to solve problems related to their sprinkler systems Santa Clara University Library, Santa Clara, CA September 2011-May 2012 Technical Services Assistant ! Researched and catalogued books and other items donated to the library ! Organized over 10,000 materials for the library’s annual charity book sale EXTRACURRICULAR INVOLVMENT Alpha Kappa Psi Professional Business Fraternity, Boulder, CO September 2012-Present Vice President of Finance (Spring 2014, Fall 2014) ! Constructed a workbook that can be rolled over from each semester for future VP’s of Finance ! Prepare and manage the chapter’s budget each semester ! Receive invoices and make payments to various vendors Orchard Park Health and Rehabilitation Center, Greenwood Village, CO February 2011 Volunteer ! Coordinated more than sixty hours of activities for senior citizens to improve cognitive function ! Aided doctors performing physical therapy Sheridan Early Childhood Center, Sheridan, CO January 2010 Volunteer ! Voluntered for more than sixty hours as a Teacher’s Assistant at a “Head Start” preschool for low-income children Samantha Battis 158 Inverness Dr. West #B403, Englewood, CO 80112 | [email protected] | (770) 778-6490 Education: University of Colorado at Boulder- Leeds School of Business Expected Graduation: May 2016 Bachelor of Science in Business Administration with Finance Emphasis Minor in Economics • Cumulative GPA: 3.85 • Dean’s List: Fall ’12, ’13 and Spring ’13, ‘14 • Relevant Projects: Completed a recommendation report for Goldman Sachs, which analyzed and critiqued the 10,000 Small Businesses program Experience: Madewell Co. Summer 2014-Current Sales Associate • Held responsible for customer service, inventory control, and processing transactions as cashier • Build rapport with customers and increase their purchases with suggestive selling • Invited to continue working part time during the school year based on positive recommendation by Costa Mesa store director Leadership and Activities: Alpha Chi Omega Sorority 2013 – Current VP Public Relations and Marketing • Promote Alpha Chi Omega internally and externally and maintain social media sites • Advertise Alpha Chi Omega events in the Boulder community and assist with fundraisers • Maintain relationships with other organizations, utilize all forms of communication, and negotiate apparel contracts with various vendors National Society of Collegiate Scholars Fall 2013 - Current Member • Invited to join based on GPA of 3.4 or higher • Participate in activities on campus such as fundraisers and book drives Distributive Education Clubs of America 2010-2011 Member • Studied sales techniques and competed in the individual events for principles of hospitality and tourism • Won first place in the district and local competitions and earned the right to compete in the state competition Teens for Troops Club 2009-2012 President and Founder • Coordinated shipment of care packages overseas to military units to boost morale • Organized donations and participated in events for the soldiers’ families within the local community and at Camp Pendleton Skills: • Highly proficient math skills, Calculus I and II • Economic background, Macroeconomic Theory and Microeconomic Theory • Proficient in Microsoft Office Sarah%Beardsley% 918$9th$Street$$ [email protected]$ Boulder,$CO$80302$$ $$(626)$825@9468$ EDUCATION%% % University%of%Colorado;Leeds%School%of%Business%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%Graduating*May*2016% Bachelor$of$Science$in$Business$Administration$with$an$emphasis$in$Finance% %%%%%%%%Current*Finance*GPA:%3.15$ • Relevant*Courses:$Corporate$Finance,$Fixed$Income$Investments,$Corporate$Financial$Reporting,$Excel$Lab% EXPERIENCE% % San%Marino%Recreation,%San$Marino,$CA$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$Summers*2012>2013% Lifeguard/Swim$Instructor% %%%% • Awarded$“Instructor$of$the$Session”$ • Interacted$with$children$and$parents$while$remaining$focused$and$vigilant$to$ensure$safety$of$pool$ patrons$