RESUME
| Denis-Martin
Monty 83-04A Beverly Road Kew Gardens, NY 11415 USA dmmonty@yahoo.com |
Primary
Phone:514-847-0542 URL: http://www.geocities.com/dmmonty |
| Credit Analyst - Stock Analyst - Specialty Finance | Resume #3228785 |
|
| OBJECTIVE | I am seeking interest from potential employers for part time or full time work in the finance and/or investment banking industry. I am a full time MBA student at McGill University looking for early opportunities in the market place. |
| TARGET JOB | Desired Job Type: | Employee, Intern, Temporary/Contract/Project |
| Desired Status: | Full-Time, Temporary |
| Site Location: | No Preference |
| Description
of my perfect job: A job that challenges me, requires constant thinking - learning, demands teamwork. I work best in project-driven positions, research-oriented responsibilities, and leadership-demanding arenas. I seek a position that will promote my work and put my skills to productive uses. Preferably a position that offers a career track within the Company. |
| Career Level: | Mid Career (4+ years of experience) |
| Date of Availability: | Negotiable |
| TARGET COMPANY | Company Size: | No Preference |
| Category: | Financial Services |
| Description
of my ideal company: A company that invests in its employees and expects a return on that investment. Ethical, driven, reputable, growing, and dynamic. A company that offers opportunities and solutions. |
| TARGET LOCATIONS | Relocate: | Yes |
| Canada-QC-Montreal | US |
| WORK STATUS | Canada | I am authorized to work in this country for any employer. |
| US | I am authorized to work in this country for any employer. |
| EXPERIENCE | 4/2000 - 8/2001 | The Matsco Companies | Emmeryville, CA |
| Credit Analyst | ||
| Salary: | $60,000 USD + bonus | |
| Responsible
for risk analysis of commercial clients. Spread and cash flow analysis
of financial statements and tax returns. Evaluation of personal credit
bureaus, balance sheets and character analysis. Conducted underwriting
activities for various Lease/loan products such as equipment financing,
practice acquisitions, business debt consolidation, and ground-up /
start-up financing. Conducted audits of executed documents for funding including master lease/loan documents, schedules, invoices, UCC filings, and personal guarantees. |
| 5/1999 - 4/2000 | Monarch Capital | San Diego |
| Director of Underwriting | ||
| Salary: | $40,800 USD | |
| Conducted credit analysis on small ticket leases. Credit analysis includes evaluation of personal CBR, D&B, collateral, residual value, financial position, and exposure. Identified investor(s) when brokering or discounting transactions, structured conditions and rates for in-house transactions. Assisted in the production and implementation of an Equipment Fund Offering for direct investors. Structured guidelines for $5M portfolio and maintained lease operation from application submission through funding including documents and filings. Work environment - small Start-up. |
| 10/1997 - 4/1999 | PinnLease, USA | Carlsbad, CA |
| Funding Manager | ||
| Salary: | $33,000 USD | |
| Duties included the development of operations for the funding and documentation departments, implementation of marketing campaigns, including profitability analysis, and the maintenance of direct financial advisory services. Scheduled and conducted interviews for sales force expansion. Work environment - Start-up subsidized by large Parent Company. |
| 6/1997 - 9/1997 | MigrosBank | Lausanne, Switzerland |
| Cashier and Loan Assistant | ||
| Salary: | $28,000 USD | |
| Essential duties consisted of assisting customers with banking operations. Completed loan documents and all annexed forms while meeting deadlines in a timely manner. |
| 2/1997 - 5/1997 | World Trade Center | San Diego |
| Intern |
| Provided assistance to the President in the development of short term and long term projects. Worked in close collaboration with state, county and city agencies on various events such as welcoming parties for foreign officials and symposiums on specific regional economic developments. |
| EDUCATION | 5/2003 | McGill University | Canada-Quebec-Montreal |
| Master's Degree |
| Two-year MBA curriculum with specialization in Finance. |
| 5/1997 | University of San Diego | US-CA-San Diego |
| Bachelor's Degree |
| University
of San Diego, San Diego, CA College of Arts and Sciences: Bachelor’s Degree in International Relations, Cum Laude. School of Business Administration: Minor in Economics and Minor in Business Administration. |
| SKILLS | Skill Name | Skill Level | Last Used | Experience |
| French/English Speaking | Expert | Currently used | 27 years |
| Windows (word, excel, frontpage, powerpoint) | Expert | Currently used | 11 years |
| System One (Lease Software) | Expert | Currently used | 4 years |
| GoldMine (Contact Management Software) | Expert | Currently used | 2 years |
| Internet Use | Expert | Currently used | 8 years |
| Quicken | Intermediate | Currently used | 1 years |
| Office Machines (copier, fax, scanner, phone...) | Expert | Currently used | 11 years |
| Winfax (fax software) | Expert | Currently used | 2 years |
| Web Design | Intermediate | Currently used | 3 years |
| REFERENCES | Dr. Randy Willoughby | University of San Diego | Associate Professor and Graduate Program Director |
| Phone Number: | 619-260-6870 |
| Reference Type: | Professional |
| Dr. Soma | University of San Diego | Associate Professor |
| Phone Number: | 619-260-8888 |
| Reference Type: | Professional |
| Richard G. Lemieux | PriceWaterhouseCoopers | Partner - Actuary |
| Phone Number: | 011-33-1-34515856 |
| Reference Type: | Personal |
| Tony Shishima | The Matsco Companies | Senior Credit Analyst |
| Phone Number: | 415-584-1068 |
| Email Address: | tony.shishima@matsco.com |
| Reference Type: | Professional |
| Bruce Hoffman | The Matsco Companies | Vice President |
| Phone Number: | 800-326-0376 |
| Email Address: | bruce.hoffman@matsco.com |
| Reference Type: | Professional |
| ADDITIONAL INFORMATION | COUNTRIES
TRAVELED / DURATION OF STAY France / 9 months Switzerland / 3 months Italy / 1 month England / 1 month Japan / 10 days Netherlands / 2 weeks |