8/6/2019 Murray Scott 050111 Resume

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Resume

SCOTT MURRAY59 Orange Street #2 Waltham, Massachusetts 02453

781-789-9659 scott.murray1@gmail.com

EQUITY RESEARCH ANALYST / TRADING PROFESSIONAL

Motivated, passionate financial services professional with outstanding securities analysis, researchcapabilities. Impact company revenues by exceeding individual, team objectives relating toimplementation of client portfolio development. Research current macro economic conditions toassist in determining appropriate asset allocation. Conduct ROI analysis of client portfolio returns asbasis to recommend, initiate equity trades, while adhering to strict asset allocation methodologies.Professional attributes include:

Equity Analysis CFA Candidate Superior Client Service Financial ModelingBusiness Plan Development Regulatory Compliance Asset Management Tax Analysis

Presentation Development/Delivery Portfolio Design ROI Analysis/Reporting

Risk Management Financial Analysis Client Needs AssessmentInvestment Banking Principles Equity/Options Trading

PROFESSIONAL EXPERIENCE

SELF-EMPLOYED, Waltham, Massachusetts 2009 - presentFinancial services firm providing clients wide array of investment, equity research alternatives.

Equity Analyst/Investment ConsultantDevelop, implement personal business plan focusing on equity analysis, growth of individual clientbase. Continue to increase securities, macro economic knowledge systematically researching

current global market conditions, individual equities. Analyze client needs to determine appropriateportfolio asset allocations. Recommend suitable products, services based on needs-based risktolerance review. Provide on-going service, support to retain business, generate additional revenue.Complete client trade requests determined by in-depth research of individual company financials, inconjunction with client investment objectives.

Key Accomplishments

y Began successful financial services practice during economically difficult 2009.

CAMBRIDGE TRUST COMPANY, Cambridge, Massachusetts 2009Money management firm with over $1.5 billion in assets under management.

Internship

Conducted energy sector analysis to determine potential technology threats to solar power industryfuture performance. Interviewed energy industry experts to determine economic impact ofcompetitive environment. Developed, presented detailed report to management upon completion ofanalysis.

Key Accomplishments

y Completed energy sector research was subsequently utilized by firm analysts.

8/6/2019 Murray Scott 050111 Resume

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Resume

SCOTT MURRAYPage 2 yscott.murray1@gmail.com

BANNER SUPPLY COMPANY, Dedham, Massachusetts 2006 - 2008High-end sports licensed apparel manufacturer with retail outlets throughout the East region.

Operations ManagerCoordinated apparel production with international vendors through company start-up phase.Supported business development functions, in conjunction with logistics, supply chain management,process enhancement functions. Balanced financial records, purchase orders for the company.Key Accomplishmentsy Exceeded aggressive growth objectives, increasing from $500K to over $16 million in annual

sales in just 3 years.

EDUCATION

Masters of Business AdministrationBabson College, Wellesley, Massachusetts

Bachelor of Science in AccountingBentley University, Waltham, Massachusetts

PROFESSIONAL DEVELOPMENT

Certified Financial Analyst CandidateSeries 65 Securities License

Technical Skills

@Risk PalisadeCapital IQ

Thomson OneBloomberg

Multiple Online Brokerage ApplicationsMicrosoft Office Suite

Professional Affiliations

Boston Chapter of Quafafew(Quantitative Working Alliance for Applied Finance, Education and Wisdom)