todd alan martin resume slide presentation

18

Upload: tmartin514

Post on 12-Apr-2017

371 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Todd Alan Martin Resume Slide Presentation
Page 2: Todd Alan Martin Resume Slide Presentation

TODD MARTIN

Resume

Page 3: Todd Alan Martin Resume Slide Presentation

BENEFIT

I can make a real positive difference in your organization by:

Improving your firm’s Net Income through return optimization and risk reduction

Superior Market Timing and Quantitative Investment Analysis

Soliciting new assets and solving problems

Page 4: Todd Alan Martin Resume Slide Presentation

INVESTMENT PHILOSOPHY

I BELIEVE THAT IT IS MY DUTY TO EXTRACT THE HIGHEST PROFITS AND RETURNS POSSIBLE FOR THE EXPOSURE OF CAPITAL ASSETS TO MARKET VOLATILITY

RISK IS MITIGATED BY ACCURATE MARKET ANALYSIS AND TIMING…MATHEMATICALLY THERE IS NO RISK OF LOSS FOR AN EVENT THAT IS CERTAIN

Page 5: Todd Alan Martin Resume Slide Presentation

OBJECTIVE

Seeking a new challenge in Capital Markets, Investment Analysis, Operations, Trading, Derivatives or Structured Finance

Page 6: Todd Alan Martin Resume Slide Presentation

Coursework in: Operations Research

Multivariate & Tensor Analysis

Complex Variables

Systems Theory

Systems Research

BACHELORS OF SCIENCE IN APPLIED MATHEMATICS

Mathematics Instructor Experience: St. Clair College

FocusHope: Center for Advanced Technology

Atlantic College Bahamas

Page 7: Todd Alan Martin Resume Slide Presentation

Professional Development: CFA Level 1 In

progress

Options Licensing Course

Futures Licensing Course

Derivatives Fundamentals

Canadian Securities Course

PORTFOLI O M ANAGE MENT & I NVE ST ME NT ANALYSIS

Investment Experience: Portfolio Manager

BahamasAir Pension Fund

Investment Advisor

BMO Nesbitt Burns

Research Analyst

Alpha Capital Management

Page 8: Todd Alan Martin Resume Slide Presentation

I N V E S T M E N T A C U M E N& M A R K E T T I M I N G

Acquired gold at $300 an ounce

oil stocks at $30 a barrel prior to $180 a barrel ascent

divested of US dollar denominated assets prior to the

currency decline to parity with the Canadian dollar

locked in millions at 9% fixed rate for 10 years

Page 9: Todd Alan Martin Resume Slide Presentation

Pension Administrators

Course

American Society of Pension Actuaries

for the administration of qualified retirement plans such as 401k, ESOPs, and other profit sharing plans.                              

P E N S I O N S

Experience: BahamasAir Pension Fund

Alpha Capital Management

Michigan Benefit Consulting

Prepared IRS Form 5500's to maintain qualified tax exempt status.

Page 10: Todd Alan Martin Resume Slide Presentation

ACCO UNTIN G, TREASU RY, L EN DING & AUDIT IN G

Mutual Fund Accountant MeesPierson BahamasCalculated NAV’s by accounting for trades, accruals of interest, foreign exchange, and all transactions using mark-to-market pricing,  journal & GL entries, and trade settlements

Director of Revenue Cable BahamasMonitored cash payment processing of $1.5 mil per month while expanding monetary internal controls and customer service efficiency

Staff Auditor First Independence National BankAudited all major bank departments and functions including treasury, proof, credit card, ATMs, vault/teller cash for effective internal controls.

Page 11: Todd Alan Martin Resume Slide Presentation

Credentials:

Banker II Loans Certificate Mutual Funds

License Financial Planning

Training

RETAIL BAN KING & F INANCIAL PL ANN IN G

Experience:

Anti-Money Laundering Adjudicator BMO

Investors Group Freedom 55

Page 12: Todd Alan Martin Resume Slide Presentation

EDUCATION:

BMO NESBITT BURNS

INVESTMENT SALES

TRAINING PROGRAMINVESTORS GROUP

FINANCIAL PLANNING

MUTUAL FUNDS SALES

TRAINING

SALES

EXPERIENCE:

SEMINARS

COLD-CALLING

CLIENT APPRECIATION

EVENTS

MASS MARKETING

CAMPAIGNS

Page 13: Todd Alan Martin Resume Slide Presentation

Starquote

Bloomberg

Swift

Norkom

Factiva

Databank

COMPUTER SOFTWARE & SYSTEMS

Axys

MFACT

Unigraphics

Matlab

Visual Basic

I quickly assimilate new computer software and programmes.

Page 14: Todd Alan Martin Resume Slide Presentation

COMPENSATION

I would welcome the opportunity to utilize the synergy of my financial acumen and experience to contribute to your organization in a constructive and profitable way in return for a salary approximating 6 figures.

Page 15: Todd Alan Martin Resume Slide Presentation

PERSONAL

I am from Windsor Ontario Canada where I was very active as a young man playing baseball, swimming, hockey, boy-scouts, rollerskating, playing the trumpet and martial arts. I enjoy movies, books and outdoor activities.

I am a loving father of 3… a daughter in Law School in the UK,

another daughter studying Business at York U, and a son in high

school in the Bahamas.

Page 16: Todd Alan Martin Resume Slide Presentation

CONTACT

I can be reached :

By email at: [email protected]

Or by phone at: (647) 278-6673

to arrange an interview

Page 17: Todd Alan Martin Resume Slide Presentation

THANK YOU

I DEEPLY APPRECIATE THAT YOU TOOK THE TIME TO WATCH THIS PRESENTATION

YOU ARE INVITED TO REVIEW MY ATTACHED CHRONOLOGICAL RESUME FOR MORE COMPREHENSIVE DETAIL

Page 18: Todd Alan Martin Resume Slide Presentation