kelvin li's resume march
TRANSCRIPT
![Page 1: KELVIN LI'S RESUME MARCH](https://reader038.vdocuments.us/reader038/viewer/2022100421/55a82f851a28ab9d318b46bb/html5/thumbnails/1.jpg)
28 Harrison Garden Blvd, Toronto, ON M2N 7B5 | + 1 (416) 388-1158 | [email protected]
EDUCATION AND AWARDS 2013 - Present Bachelor of Commerce, Queen’s University, Kingston, ON
− Queen’s University Excellence Scholarship recipient for an entrance average of 92.5%
2014 Canadian Securities Institute (CSI), Toronto, ON − Gained exposure to the basics of macroeconomics, portfolio management, and the regulatory environment − Completed both parts I & II
EMPLOYMENT EXPERIENCE Summer 2015 Private Equity Analyst, Dundee Global Investments, Toronto, ON 2013- Present Retail Manager, Oil Thigh Designs, Kingston, ON
− Increased retail profits by 80% within first year of claiming position through the use of focus groups, pricing strategies, and product development
− Implemented creative direction to increase monthly profit by $4000
Summer 2014 Summer Student, Sunnybrook Hospital, Toronto, ON − Developed a booking system and used process mapping skills to increase efficiency by 14 hours per week − Applied regression models to reduce patient cancelations, preventing 6 hours per week of unused time
EXTRACURRICULAR ACTIVITIES 2014 - Present Chief Investment Officer, Queen’s Capital, Kingston, ON
− Performing macro and fundamental analyses on North American equities to find opportunities in defensive securities undervalued by distressed market conditions
− Utilize fundamental and technical analysis to aid in the performance of 2 funds with over $100,000 AUM − Contributing to multiple student papers regarding industry outlooks and investing techniques to further enhance student
knowledge of securities trading posted on Seeking Alpha − Manage a team of 10 analysts and select equities that have the potential to generate the greatest ROI within the portfolio
2015 - Present Equity Research Contributor, Seeking Alpha, New York City, NY − Generated investment ideas in multiple sectors through personal reports that have been shared with the greater investment
community − Accumulated ~20k+ in page-views on 8 current published articles including equity analysis on small to large cap companies
focusing on long value plays, technical analysis, and interaction with fellow equity research contributors
2014 - Present IT & Publications, Queen’s Micro Credit Challenge, Kingston, ON − Created and monitoring club’s website utilizing coding and graphic design to increase web traffic by 53% within 6 months − Utilized entrepreneurial micro financing skills to obtain second place in the executive challenge
2009 - 2013 Financial Analyst, Crescent School Investment Club, Toronto, ON − Performed comparable and DCF valuation techniques to select the highest returning financial equity in a portfolio of
$18,000
ADDITIONAL INFORMATION
− Experience with Bloomberg, S&P Capital IQ, Thomson One − Penn State Seeking Alpha North American Stock Pitch Competition Finalist − Frequent reader of Seeking Alpha, Wall Street Journal, MarketWatch, and the Financial Times − Global Outreach to Kenya and Costa Rica 2010, 2011 − Photoshop, Illustrator, InDesign − Proficient with Microsoft Office Suite: Excel, PowerPoint, Word − High School Senior Division 1 Volleyball Setter, High School Senior Squash 2nd Seed − Currently managing a securities portfolio with over $20,000 worth of assets
Kelvin Li