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 Responsible for securing over $100 million through private
and government grants for research.
Research and Analysis
 Developed sophisticated computer models based on cutting-
edge research applied to practical problems of corporate
finance.
 Served primarily as a researcher for 11 years at two
different types of firms.
 Recipient of the “Financier Planner of the Year” award from
the Association of Financial Planners, a group composed of
both academics and practitioners.
 Published academic article and am taking doctoral-level
seminars at the Wharton School, which are described in the
education section that follows

Education
Wharton School, University of Pennsylvania (19 – to present)
Graduate seminars taken
Advanced Corporate Planning
Computer Analysis of Corporate Planning
Theory of Corporate Policies
University of Wisconsin-Milwaukee (June 19 -)
Degree: M.B.A.
“Special Executive Curriculum”
Indiana University (June 19-)
Degree: B.B.A. (magna cum laude)
Major: Finance
Minor: Computer Science

Work History
Kerfheimer Corporation (Dayton, Ohio): January 19- to present
Senior Financial Analyst (19- to 19-)
Financial Analyst (19- to 19-)
First Bank, Inc. (Bloomington, IN): June 19- to December 19--)
Planning Analyst (19- to 19-)
Student Intern (19- to 19-)
Special Skills and Activities
Article published in Midwest Finance Journal: “Developing
Computer Models for Financial Planning” (Vol.34, No. 2, 19--)
pp. 122-136.
Guest Lecturer at Indiana University (June 29, 19--)
Senior Member, Association for Corporate Financial Planning
Member of Audubon Society, Photographer and Runner

References and a portfolio of computer financial models on request

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