Resume - Master`s In Finance

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