David T Stevens Deceased504 Winding Brook Ct, San Ramon, CA 94582

Indian River Advisors/PhillCap Advisors Jul 2014 to 2000
Investment Banking Associate Intern Mark Aaron Management LLC Feb 2012 to 2000
Real Estate Investment Professional T3 Trading - New York, NY Jun 2013 to Sep 2013
Equity Trader BearingPoint, Booz Allen Hamilton, Accenture - Washington, DC Jul 2006 to Apr 2013
Senior Financial Analyst, Senior Consultant, Program Manager

Wall Street Prep - New York, NY 2014 to 2014
FINANCIAL STATEMENTS MODELING, VALUATION AND DCF MODELING, AND M&A (ACCRETION/DILUTION) MODELING, Morgan State University, Earl G. Graves School of Business 2007
Master of Business Administration in Finance Morgan State University, Earl G. Graves School of Business 2005
Bachelor of SCIENCE in Finance

Transaction Advisory, Private Equity, Investment Banking, M&A, Corporate Development, Financial Modeling, Due Diligence

ClearCall Solutions - Chandler, AZ Mar 2013 to Mar 2014
Sales Advisor LawyerEdge, LLC - Scottsdale, AZ 2002 to 2013
National Account Manager Speedline Solutions - Mesa, AZ 1998 to 2001
National Account Manager Computer Imprintable Label Systems - Beverly, MA 1997 to 1998
Technical Sales Executive Transportation, Inc - Worcester, MA 1993 to 1997
National Sales Consultant Diamond Prairie Farms 1990 to 1992
Production & Operations Manager Marriott Host Corporation - Los Angeles, CA 1986 to 1990
Food and Beverage Manager

SOUTHERNSUN ASSET MANAGEMENT, LLC Dec 2006 to 2000
Senior Trader, Global Investment Group ADVENT SOFTWARE, San Francisco, CA - New York, NY Mar 2004 to Oct 2006
Consultant, Investment Management Group CITIGROUP - New York, NY Nov 2000 to Jan 2003
Manager, Product Specialist - Global Corporate Investment Bank - Securities Services The Bank of New York 2000 to 2000
Sales Support - Global Risk Management Services (FX trading) THE BANK OF NEW YORK COMPANY - New York, NY 1998 to 2000
Client Technology Services BIRINYI ASSOCIATES 1994 to 1998
Analyst

Money Flow / Ticker Tape Analysis / Technical Chart Analysis / Domestic and Global Equities / Brokerage Relationships Algorithmic Trading / Dark Pools / Portfolio Modeling & Construction / Best Execution / Portfolio Management Portfolio Accounting / Attribution Analysis / Investment Operations / Composite Management / Bloomberg / MS Office Anti-Money Laundering / Compliance-Oriented / Commission Management / Transaction Cost Analysis RFPs / RFIs / Due Diligence / Kepner-Tregoe Project Management Training / Team Goal-Setting and Budgeting

Bath & More Jul 2013 to 2000
Manager MrMichaelMedia - Brooklyn, NY Apr 2012 to May 2013
Photographer's Personal Assistant Fortune Society - Queens, NY Oct 2009 to Oct 2010
Program Aide/Peer Counselor NYC Parks Department 2008 to 2009
Janitorial Supervisor FJC Security Inc - Queens, NY 2003 to 2004
Security Supervisor Children's Aid Society - New York, NY Jan 1998 to Jan 2002
Teachers Aid/Counselor/Program Aide

Jaguar, Porsche, and Audi 2009 to 2000
Parts Manager BMW and Mini 2003 to 2009 Checkered Flag Motor Car Co 1998 to 2003 Herson's Honda 1987 to 1998
Parts Manager Manhattan Auto 1973 to 1987
Parts Driver

NY Worker's Compensation 2012 to 2014
None Maiden Lane, Albany 2010 to 2012
Location Manager NY Worker's Compensation 2009 to 2010
None Datascan Field Services - Clifton Park, NY 2007 to 2009
Regional Field Auditor Spherion Corporation - Brooklyn, NY 2006 to 2006
Project Manager of Strategic Vendor Relationships for Dell Education Siemens Business Services - Uniondale, NY 2005 to 2005
Regional VIP Services Manager Ramp Chevrolet - Port Jefferson, NY 2002 to 2005
Lot Manager MicroAge Technology Services - Boca Raton, FL 1999 to 2002
Southeast Regional Service Manager Compucom Systems Inc - Dallas, TX 1996 to 1999
National Service/Dispatch Manager; State of Florida Service Manager

Dale Carnegie Institute - New York, NY 1988
Business Sales and Public Speaking Bernard Baruch College - New York, NY 1988
Small Business Management/Operations Miami dade College - Miami, FL 1975 to 1976
Criminal Justice

Microsoft Products, Help Desk Software, Mainframe Operating Systems and Software, Key Tracker Software, 10-Key Touch System,

Desert Schools Federal Credit Union Jul 2012 to 2000
Training Supervisor Desert Schools Federal Credit Union - Phoenix, AZ Oct 2011 to Jul 2012
Instructional Designer State University of New York (SUNY) - Suffern, NY Sep 2001 to 2012
Adjunct Professor of English and Adult Education US Digital Strategy Jan 2011 to Jul 2011
Director eMedFusion, Clinical Bridges, PPS - Secaucus, NJ Apr 2006 to Jan 2011
Director of Product Development / Training & Education Director Physicians World - Secaucus, NJ Apr 2005 to Apr 2006
Director of Product Development Professional Postgraduate Services - Secaucus, NJ Apr 2000 to Mar 2005
Managing Editor