a_s_young resume 2015_asy (pdf)

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ANDREW S. YOUNG [email protected] • www.linkedin.com/in/andrewyoung4/ 300 S. Madison Ave. • La Grange, IL 60525 • (708) 3083133 EDUCATION The University of Texas – Austin BBA, Corporate Finance & Investment Banking | Accounting Minor Fall 2014 GPA: 3.0 | Relevant Coursework GPA: 3.4 Universita Commerciale Luigi Bocconi BBA International Program in Milan, Italy Spring 2014 Ranked no. 8 on Financial Times list of “Best European Business Schools 2014” Recognized as a top 25 accounting and finance institution by QS World University Rankings WORK EXPERIENCE Pinnacle Financial Group, LLC – Investment Management Analyst; Chicago, IL Spring 2015 – Present Prepared clientspecific Asset Performance Reports and balance sheet updates to identify longterm investment trends Evaluated Social Security timing strategies to recommend optimal declaration dates for clients to meet retirement goals Calculated costbasis values to consider the implication of the gradual unwinding of large positions in individual stocks Jay J Kowalski, CPA – Associate Financial Consultant; Chicago IL Spring 2015 Investigated client financial statement information to prepare financial forecasts and prepare proforma budgets Assisted with the preparation of individual and corporate tax planning for clients under management Citigroup Inc. – Summer Analyst; Dallas, TX Summer 2013 & Summer 2014 Analyzed internal reporting controls and created a system to conduct historical trend analysis and projection modeling Valued product pricing structures and prepared a comps analysis to present servicelevel differences to senor management Reviewed firm strategies, risks, operating model, and financial statements to write a 26 page summary report Granite Properties of Texas – Runner/Assistant; Austin, TX Summer 2011 Promoted commercial real estate properties and managed company president’s personal financial statements Schuyler Enterprises, LLC. – President; Austin, TX Fall 2010 – 2014 Financed my education through founding an online Tshirt retailer, saving over $82,000 in tuition expense LEADERSHIP EXPERIENCE AND ACTIVITIES Texas Cowboys – Prestigious University Group; Selections Committee, New Member Education Panel Spring 2012 – 2014 Selected to join the oldest men’s honorary leadership and service organization on campus Created a pitch book to detail a fundraising framework to be presented to University President, Bill Powers Pi Kappa Alpha – Fraternity; Recruitment Chairman, Chapter Secretary, PIKE Leadership Summit Fall 2010 – 2014 Directed alumni fund solicitation and managed at $58,000 budget to generate longterm chapter progression goals Alpha Kappa Psi – Professional Business Association; Social Chairman Spring 2011 – 2014 Led a team of 25 to secure $5,000 and managed cash flow to ensure adequate financing to pay thirdparty vendors Texas Analyst Association – Student Organization for Finance Majors; Member Spring 2013 – 2014 Collaborated with academic peers and finance professionals to discuss global financial market trends Global Association of Risk Professionals Professional Group for Risk Management Professionals; Affiliate Summer 2015 Participated in discussions related to the response of financial institutions to changing regulatory requirements ACADEMIC PROJECTS Merger & Acquisition Case Study – Mercury Athletic Footwear Fall 2014 Conducted a DCF valuation and comparable transaction analysis to recommend an offer price for target companies Calculated EPS accretion/dilution and considered its longterm impact for the acquiring firm Asset Management – StockTrac Investment Management Spring 2013 Identified key macroeconomic variables and financial portfolio metrics to achieve a Sharpe Ratio of 2.5 Bond Valuation – Fixed Income Valuation Exercise Spring 2013 Valued bond characteristics to recommend investment strategies in changing interest rate environments HONORS, AWARDS AND TRAINING CFA Level I Candidate Summer 2015 “Breaking Into Wall Street” financial modeling exercises Spring 2015 Recognized completion of Citigroup’s Financial Analyst Training Modules Summer 2013 Illinois State Scholar Spring 2010 ADDITIONAL INFORMATION Relevant Coursework: Financial Modeling, Statistics & Modeling, Financial Valuation for Large Corporations, Alternative Investment Strategies, Financial Accounting, Organizational Behavior, Corporate Finance, Oral & Written Business Communication, History of Economic Thought, Audit & Internal Control Accounting, Creative Problem Solving, Business Statistics Interests: International travel, volunteer work, Texas athletics, game theory, Chicago Cubs, golf, reading

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ANDREW  S.  YOUNG  [email protected]  •  www.linkedin.com/in/andrewyoung4/      

300  S.  Madison  Ave.  •  La  Grange,  IL    60525  •  (708)  308-­‐3133  EDUCATION  The  University  of  Texas  –  Austin   BBA,  Corporate  Finance  &  Investment  Banking  |  Accounting  Minor        Fall  2014       GPA:    3.0  |  Relevant  Coursework  GPA:    3.4  

Universita  Commerciale  Luigi  Bocconi   BBA  International  Program  in  Milan,  Italy   Spring  2014  • Ranked  no.  8  on  Financial  Times  list  of  “Best  European  Business  Schools  2014”  • Recognized  as  a  top  25  accounting  and  finance  institution  by  QS  World  University  Rankings      

WORK  EXPERIENCE  Pinnacle  Financial  Group,  LLC  –  Investment  Management  Analyst;  Chicago,  IL   Spring  2015  –  Present  • Prepared  client-­‐specific  Asset  Performance  Reports  and  balance  sheet  updates  to  identify  long-­‐term  investment  trends    • Evaluated  Social  Security  timing  strategies  to  recommend  optimal  declaration  dates  for  clients  to  meet  retirement  goals    • Calculated  cost-­‐basis  values  to  consider  the  implication  of  the  gradual  unwinding  of  large  positions  in  individual  stocks    Jay  J  Kowalski,  CPA  –  Associate  Financial  Consultant;  Chicago  IL   Spring  2015  • Investigated  client  financial  statement  information  to  prepare  financial  forecasts  and  prepare  pro-­‐forma  budgets    • Assisted  with  the  preparation  of  individual  and  corporate  tax  planning  for  clients  under  management    Citigroup  Inc.  –  Summer  Analyst;  Dallas,  TX   Summer  2013  &  Summer  2014  • Analyzed  internal  reporting  controls  and  created  a  system  to  conduct  historical  trend  analysis  and  projection  modeling    • Valued  product  pricing  structures  and  prepared  a  comps  analysis  to  present  service-­‐level  differences  to  senor  management    • Reviewed  firm  strategies,  risks,  operating  model,  and  financial  statements  to  write  a  26  page  summary  report  Granite  Properties  of  Texas  –  Runner/Assistant;  Austin,  TX   Summer  2011  • Promoted  commercial  real  estate  properties  and  managed  company  president’s  personal  financial  statements    Schuyler  Enterprises,  LLC.  –  President;  Austin,  TX   Fall  2010  –  2014  • Financed  my  education  through  founding  an  online  T-­‐shirt  retailer,  saving  over  $82,000  in  tuition  expense    

LEADERSHIP  EXPERIENCE  AND  ACTIVITIES  Texas  Cowboys  –  Prestigious  University  Group;  Selections  Committee,  New  Member  Education  Panel   Spring  2012  –  2014  • Selected  to  join  the  oldest  men’s  honorary  leadership  and  service  organization  on  campus    • Created  a  pitch  book  to  detail  a  fundraising  framework  to  be  presented  to  University  President,  Bill  Powers    Pi  Kappa  Alpha  –  Fraternity;  Recruitment  Chairman,  Chapter  Secretary,  PIKE  Leadership  Summit   Fall  2010  –  2014  • Directed  alumni  fund  solicitation  and  managed  at  $58,000  budget  to  generate  long-­‐term  chapter  progression  goals      Alpha  Kappa  Psi  –  Professional  Business  Association;  Social  Chairman   Spring  2011  –  2014  • Led  a  team  of  25  to  secure  $5,000  and  managed  cash  flow  to  ensure  adequate  financing  to  pay  third-­‐party  vendors    Texas  Analyst  Association  –  Student  Organization  for  Finance  Majors;  Member   Spring  2013  –  2014  • Collaborated  with  academic  peers  and  finance  professionals  to  discuss  global  financial  market  trends    Global  Association  of  Risk  Professionals  –  Professional  Group  for  Risk  Management  Professionals;  Affiliate   Summer  2015  • Participated  in  discussions  related  to  the  response  of  financial  institutions  to  changing  regulatory  requirements    

ACADEMIC  PROJECTS  Merger  &  Acquisition  Case  Study  –  Mercury  Athletic  Footwear   Fall  2014  • Conducted  a  DCF  valuation  and  comparable  transaction  analysis  to  recommend  an  offer  price  for  target  companies    • Calculated  EPS  accretion/dilution  and  considered  its  long-­‐term  impact  for  the  acquiring  firm    Asset  Management  –  StockTrac  Investment  Management   Spring  2013  • Identified  key  macroeconomic  variables  and  financial  portfolio  metrics  to  achieve  a  Sharpe  Ratio  of  2.5    Bond  Valuation  –  Fixed  Income  Valuation  Exercise   Spring  2013  • Valued  bond  characteristics  to  recommend  investment  strategies  in  changing  interest  rate  environments    

HONORS,  AWARDS  AND  TRAINING  CFA  Level  I  Candidate     Summer  2015  “Breaking  Into  Wall  Street”  financial  modeling  exercises   Spring  2015  Recognized  completion  of  Citigroup’s  Financial  Analyst  Training  Modules   Summer  2013  Illinois  State  Scholar   Spring  2010  

ADDITIONAL  INFORMATION  Relevant  Coursework:   Financial  Modeling,  Statistics  &  Modeling,  Financial  Valuation  for  Large  Corporations,       Alternative  Investment  Strategies,  Financial  Accounting,  Organizational  Behavior,       Corporate  Finance,  Oral  &  Written  Business  Communication,  History  of  Economic  Thought,     Audit  &  Internal  Control  Accounting,  Creative  Problem  Solving,  Business  Statistics  Interests:   International  travel,  volunteer  work,  Texas  athletics,  game  theory,  Chicago  Cubs,  golf,  reading