EVAN SIEGDATE REVISED JULY 30, 2015

1019 NEW BEDFORD DR. (386) 479-0985DELAND, FL ESIEG1@STETSON.EDU

EDUCATION: Stetson University, DeLand, FL B.B.A. in Finance May 2015

PROFESSIONAL EXPERIENCE: Security Analyst Aug. 2014-Jun 2015

Roland George Investment Portfolio, Stetson University Elected as Trustee to make fiduciary decisions Co-managing a 3 million dollar portfolio Track, analyze, and recommended stocks for the portfolio Analyzing various sectors and companies producing research and valuation reports

Intern Jan. 2014-Jun 2015 Roland George Investment Portfolio

Monitor and ensure functionality of software such as Bloomberg, Baseline, Morningstar, and Telemet Assist peers in the usage and understanding of financial software and functionality Present the program and its attributes to distinguished guests

AIS Fund Accountant Intern 2014BNY Mellon, Orlando, FL Ensured all valuations calculated and executed accurately within valuation deadlines Prepared daily cash and positon reconciliation reports for AIS clients Monitored Cash, Equity, and Future forwards positons preparing a daily NAV report Prepared month-end client reports Liaison between clients and custodians to settle any differences

Sales Associate 2012-2013 Tractor Supply, Deland, FL

Oversaw day-to-day operations and provided customer service by answering inquiries and managing stock orders Provide a welcoming and supportive environment for all customers and corporate partners

Owner/Operator 2011-2012Victory Services, Deland FL Generate a marketing plan to promote new business Maintain a comprehensive schedule around appointments and school Communicate with customers to assess and alleviate any issues or concerns Construct an organized route to cut cost and time, and increase efficiency

Intern 2010KCM Analytics, Deland, FL Mined data with the help of Bloomberg software Constructed excel spreadsheets to manage data Assisted in attracting a new client base

LEADERSHIP ROLES & ORGANIZATIONS:

Trustee for Roland George Investments Program 2015 VP of Strategic Analysis of Derivative Markets Organization 2014 Co-Founder and VP of Strategic Analysis of Derivative Markets Organization 2014 Actively involved in private investment club and Student Entrepreneur Group 2014

LICENSES: 215 Life and Health Insurance 2015 Series 7 General Securities Representative Examination 2015

SKILLS: Proficient with Microsoft Office Word, Excel, PowerPoint, and Access Bloomberg Terminal and Bloomberg Essentials certified Financial software including Thomson Reuters, Morningstar, Baseline, and Telemet Strong Interpersonal skills