| Phil Sepulveda (847) 358-3124 | ||||||||||||||||||||||||
| EDUCATION | ||||||||||||||||||||||||
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New York University - New York, NY 1991-1993 * MBA in Finance from the Leonard N. Stern Graduate School of Business. * Received a partial academic scholarship. University of Illinois - Champaign-Urbana,IL 1982-1986 * BS in General Engineering. * Baxter Travenol Scholarship Recipient. * Dean's List. * Phi Eta Sigma National Honor Society. Licenses: Series 7, 63, and 65 | |||||||||||||||||||||||
| EXPERIENCE | ||||||||||||||||||||||||
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Current Position INDEPENDENT Y2K CONSULTANT, Chicago, IL * Self employed Y2K consultant with clients such as First National Bank of Chicago, Fleet Business Credit Corp. and Computer Consultants Incorporated. * Analyze Y2K documentation of proprietary software as well as third party vendors such as Bloomberg and Dunn & Bradstreet. * Write and implement testing programs for Y2K analysis of mission critical applications. * Work with auditors and regulatory bodies on all Y2K compliance. FIRST NATIONAL BANK OF CHICAGO, Chicago, IL Business Systems Analyst/Consultant - Capital Markets Group 1999- * Hired for the Y2K project management of proprietary derivative trading software on client-server technologies. * Analyzed user requirements and produced functional documentation for associated object-oriented technical design. * Conducted research on issues of derivative product validation rules for the notice generation daemon. * Wrote Unix Shell scripts to the derivative front office trading system for P/L reporting on Wingz spreadsheets. * Designed the security architecture for a distributed Unix network using Akit. * Designed and implemented testing procedures for user acceptance, parallel, and regression tests of Y2K compliant software. LAKELAND COMMUNITY BANK, Fox Lake, IL Investment Officer/Consultant, 1998 * Hired for full life cycle project management of the installation of Investment Centers at two branches. * Responsible for P/L reports and presentations to Board of Directors and shareholders. * Responsible for Y2K compliance of all information systems for the Investment Centers. * Wrote the Investment Policy for SEC, NASD, FDIC and independent auditors. Tucker Anthony, New York, NY Investment Executive 1995-1997 * Managed portfolios for high net worth individuals, institutions, and hedge funds. * Utilized Bloomberg and ADP systems for client administration, security analysis and portfolio risk management. * Specialized in fixed income block trading. * Investment strategies were featured in the Sunday edition of the Staten Island Advance with circulation of over 500,000. * Developed a 403b retirement plan for Head Start, a national nonprofit organization for disadvantaged children. * Ranked number 1 out of 36 brokers in new accounts. * Traded over $20 million in fixed income products per year. BETA GROUP, New York, NY General Partner and Founder 1991-1994 * Provided engineering consulting services to the sealant industry as well as financial services as a registered representative with Smith Barney and Gruntal & Company. * Conducted automotive sealant market studies for Hollingsworth & Vose, a $100 million corporation specializing in beater/additive gaskets. * Prepared fire sealant financial studies for companies such as Allied Signal, General Electric, and Hilti Construction Chemicals. * Forged a strategic alliance between Flammadur Corp. and Thermal Ceramics, a $100 million corporation. * Conducted a merger and acquisition seminar for Tremco, a division of B.F.Goodrich. Based on this M&A analysis, Tremco later acquired Chemie Lenz * Financial/Accounting studies have been published in national trade magazines such as Glass Digest. CULLIGAN INTRNATIONAL CORP., Northbrook, IL Regional Engineer of Latin America 1990-1991 * Designed filtration systems using reverse osmosis and deionizing technologies for desalination plants, distilleries, and other commercial/industrial applications. * Managed 14corporate distributors in over 18 countries. * Responsible for budget, lines of credit, inventory, shipping, and annual revenues of over $1.5 million. * Responsible for financial modeling, forecasting, analysis, and report generation for all of Latin America and the Caribbean. * Worked with District Managers to develop financial plans and track performances. INSTRON CORP., Boston, MA International Sales Engineer 1987-1990. * Configured servohydraulic and electromechanical material testing systems with data acquisition software and hardware. * Responsible for service, training, and sales of the complete product line throughout the Midwest and Ontario, Canada, * Managed the performance of three service engineers. * Responsible for annual revenues of over $3 million. * Responsible for product management of the rheometer product line in terms of inventory, product development, market development, and competitive analysis. | |||||||||||||||||||||||
| TECHNICAL SKILLS | ||||||||||||||||||||||||
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Technical Skills: | Sybase; Microsoft Office; Fortran; Unix; NeXT OPENSTEP Operating Systems; NeXT Mail; Word Perfect; NeXT Grab; Akit; Novell 3.12; Bloomberg and ADP Financial Systems.
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