Katherine Wright
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Portfolio
Management: Outperformed S&P 500 in managing stock portfolio
for CSUF Craig School of Business. Well-developed skills in fundamental
and technical analyses of securities markets. |
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Mathematics:
Knowledge of mathematical models, probability distributions,
sampling statistics, and regression analysis. |
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Trading
Operations: Familiar with debt and equity instruments,
swaps, options, and futures. Knowledge of bond pricing, present
value, duration, and convexity. Online trader and avid reader of
investment and business publications (Investors Business Daily,
Forbes, Smart Money, Business Week). |
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Entrepreneurial Finance: Studied venture capital markets, deal structuring, business forecasting, financial planning and control strategies, valuations, public offerings, and other harvesting methods. |
Advanced
skills in MS Excel, Access, Word, and PowerPoint, as well as Internet
research and use of browsers (Netscape, IE); knowledge of database applications
and proprietary banking software.
CALIFORNIA STATE UNIVERSITY – San Jose
School of Business Honors Program
BS Business Administration with Concentration in Finance
(2004)
Selected from competitive candidate list for business school's first
honors class.
Certification: Pursuing Chartered Financial Analyst Certification. Preparing for Level I Exam with studies in accounting, finance, economics, and ethics.
MAJOR BANK – San Jose, California
Credit Analyst, Commercial Credit Center (2000-Present)
Analyze financial statements and present lending recommendations for middle-market
clients (agricultural, commercial accounts). Verify compliance with financial
covenants. Make projections for forecasting purposes. Analyze accounts
receivable/payable agings. Analyze and identify financial trends. Use
written and verbal skills in communicating effectively with clients, colleagues,
and managers. Identify issues and work through complex problems. Promoted
from senior customer service representative, where responsibilities included
training new employees and promoting bank products. Ranked in top 20%
among 260 employees for overall sales volume.
CALIFORNIA
ARMY NATIONAL GUARD – San Jose, California
Team Leader (2000-Present)
Completed Joint Readiness Training Center program. Led team members in
simulated combat operations. Participated in flood relief and Y2K missions.
