HARRISON B. DOLINS Cell: (847) 858-8787 E-Mail: [email protected] EDUCATION Claremont McKenna College, Claremont, CA August 2014 – May 2015 Master’s Program in Finance, Robert Day School of Economics and Finance • Relevant Coursework: Corporate Financial Management, Financial Reporting and Communication, Investments, and Mergers and Acquisitions Vanderbilt University, Nashville, TN August 2010 – May 2014 Bachelor of Arts in Economics and History, Financial Economics • Relevant Coursework: Corporate Finance, Economic Statistics, Financial Accounting, Financial Management, Investment Analysis, and Managerial Accounting • Studied abroad in Berlin, Germany during the Spring of 2012 EXPERIENCE Pine Tree Commercial Realty, Northbrook, IL June 2013 – August 2013 Summer Analyst, Acquisitions Group, Private Equity • Assisted VP of Acquisitions & Due Diligence on deal underwriting and financial analysis of core, core plus, value-add, and opportunistic shopping center deals ranging from $10M-$75M • Designed, coordinated, and executed due diligence effort that resulted in the purchase of a 97,085 ft2 center in Kansas City, MO, in January 2014 for $17.6M • Conducted site analysis alongside Acquisitions and Property Management teams for 97,085 ft2 center in Kansas City, MO as well as the 239,323 ft² center in Westminster, CO Morgan Stanley Smith Barney, Lake Forest, IL May 2012 – August 2012 Summer Analyst, Kirby DuBois Group, Private Wealth Management • Examined company research reports and memos across industries in order to generate investment ideas, culminated in my pitching Zillow (NASDAQ:Z) at $36.54 on August 14, 2012 (as of August 28, 2014, Z closed at $143.22) an investment that yielded a 291.95% return (versus S&P return of 39.68% over the same period) • Managed $100M “play-money” portfolio using a covered call strategy implemented by the Kirby DuBois Group and saw a 9.82% return over the duration of my internship while the S&P 500 returned 6.77% over the same period • Created and prepared performance evaluations, portfolio overviews, and pitch books for client meetings Merrill Lynch, Nashville, TN January 2012 – April 2012 Spring Analyst, Bahan Group, Global Wealth Management • Prepared industry and company research reports from information gathered via company resources and participation in conference calls used by VP to evaluate both current and potential investments • Consulted with current clients regarding current portfolio conditions; identified and contacted potential new clients AHJ&R Brokerage – Chicago Mercantile Exchange, Chicago, IL June 2010 – August 2010 Broker’s Assistant, Trading • Checked and processed trades for three different brokers in the Federally Funded Options and 10-Year Bond pits at the Chicago Mercantile Exchange without a single out-trade • Generated and balanced AHJ&R Brokerage’s trade book daily LEADERSHIP Analyst, Vanderbilt Student Investment Committee Mentor, Youth Encouragement Services, Nashville, TN Recruitment Team, Alpha Kappa Psi Professional Business Fraternity Social Chairman, Phi Gamma Delta August 2010 – April 2013 August 2010 – January 2012 August 2011 – April 2013 January 2012 – April 2012 SKILLS AND INTERESTS Language: Basic ability in both Mandarin Chinese and Spanish Technical: Bloomberg, Capital IQ, Microsoft Office (Focus on Excel and PowerPoint), Training the Street (Corporate Valuation, Financial Modeling, Leveraged Buyouts, and M&A), Stata Interests: Equity Investing, Fantasy Football, Music, Reading, Sports (Basketball, Baseball, Football, Boxing), Travel
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