For a formatted .pdf or .docx copy of my most current resume, please submit a request on my contact page, or email me directly at contact@briandean.com.

SKILLS AND CERTIFICATIONS

  • CFA Level I Candidate (Exam Date: December 2018)
  • Financial Modeling and Forecasting (Excel)
  • DCF Valuation (Excel: FCFE, FCFF, DDM)
  • Manager and Fund Analysis (Zephyr, Morningstar, Vanguard)
  • Portfolio Optimization and Backtesting (Bloomberg, Excel)
  • Econometric and Statistical Analysis (Excel, EViews)
  • Performance Reporting (Tamarac, PowerPoint)
  • Client Relationship Management (Salesforce)

EDUCATION

University of Southern California

Degree: Master of Science in Finance Candidate (Exp. May 2019)

California State Polytechnic University, Pomona

Degree: Bachelor of Science in Finance, Real Estate, and Law (December 2017)


EXPERIENCE

Investment Associate at Covington Capital Management (January 2018-May 2018)

Worked alongside portfolio managers in which I:

  • Impacted asset allocation and geographic exposure through data-driven macro theses presented to management.
  • Augmented returns by sourcing and pitching quality investment ideas to management, two of which were acted upon and remain profitable.
  • Drove synergy by surveying market expectations across the firm and presenting aggregate results to management.
  • Improved fixed income portfolio management by building custom database-linked performance dashboards and screens.

Founder of Student Managed Investment Fund (September 2017-May 2018)

Co-founded and led Cal Poly Pomona’s Student Managed Investment Fund by:

  • Formulating, documenting and implementing the fund's inceptual investment thesis, investment process and organizational structure.
  • Determining target equity sector allocations relative to a selected benchmark using a combination of risk-return and optimization models.
  • Constructing and optimizing various candidate portfolios comprised of a mix of fixed income and both domestic and international equities.
  • Securing an allocation from the CFA Society of Orange County Foundation through a written RFP submission and follow-up presentation.

Equity Analyst at CFA Investment Research Challenge (November 2016-2017)

Led a team of five student analysts in which we:

  • Conducted equity research on Opus Bank (Ticker: OPB) with the task of providing an investment recommendation and 12-month target price.
  • Analyzed the composition of target company loan portfolio to determine credit risk and exposure to potential charge-offs.
  • Valued the equity portion of the target company by building a discounted cash flow to equity model (FCFE) and using comparable company multiples.
  • Pitched our investment recommendation (2/17/17, Buy: $25.28) to a panel of CFA charter holders in a competitive format achieving second place.

Intern at Charles Schwab Investment Management (June 2016-August 2016)

Worked alongside senior analysts completing projects in which I:

  • Analyzed managers’ tracking error and excess return on a rolling one and three year basis over a sixteen year period.
  • Used attribution analysis to identify major contributors and detractors by sector and by individual holdings compared to the strategy benchmark.
  • Streamlined daily performance reporting by creating Excel macros to consolidate existing multi-step manual process into one click.
  • Engaged with asset managers leading strategies across asset classes to discuss current market events and drivers of recent performance.

Junior Consultant at TurnKeyMD (January 2014-January 2016)

Assisted Lead Consultant and CEO through value added projects such as:

  • Using all available data to determine key points of interest for further analysis, such as patient satisfaction, productivity, cyclicality and branding.
  • Performing revenue analysis with commentary and guidance to private practices with annual gross revenues in excess of $3 million.
  • Connecting providers through referral opportunities to reduce costs while expanding services available to patients.

LEADERSHIP EXPERIENCE

President, Marshall Master's in Finance Association
University of Southern California
June 2018-Present

Founder and Managing Director, CPP Student Managed Investment Fund
California State Polytechnic University, Pomona
September 2017-May 2018

Team CEO, International Collegiate Business Strategy Competition
California State Polytechnic University, Pomona
January 2018-May 2018

President Finance Society
California State Polytechnic University, Pomona
May 2016-June 2017

Vice President, Real Estate Association
California State Polytechnic University, Pomona
May 2016-June 2017

Founder and VP of Professional Development, Alpha Kappa Psi - Chi Epsilon
California State Polytechnic University, Pomona
May 2016-June 2017


FAVORITE BOOKS

  • The Way of the Peaceful Warrior - Dan Millman
  • Extreme Ownership - Jocko Willink & Leif Babin
  • Superforecasting - Dan Gardner & Philip Tetlock
  • Thinking, Fast and Slow - Daniel Kahneman
  • Flash Boys - Michael Lewis
  • Elon Musk - Ashlee Vance
  • Principles: Life and Work - Ray Dalio  
  • Thinking in Bets - Annie Duke
  • Financial Shenanigans - Howard M. Schilit
  • To Kill a Mockingbird - Harper Lee
  • Free Will - Sam Harris