Experience

Summitry

• United States
• E-Learning Providers

• Senior Portfolio Administrator and Fixed Income Trader

  • Feb 2020 - Present

  San Mateo, California



Golub Group, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Administrator and Financial Analyst

  • Jan 2004 - Present

  San Mateo Responsible for all the trading activities at Golub Group, perform the development and execution of fixed income strategies, and do budget analysis for the firm. Began working with the principals of Golub Group in 2000, when the team operated as a unit of Hoefer and Arnett, Inc. Previously, she was a Bank Auditor for seven years at Vakif Bank in Ankara, Turkey. Holds an MBA in Finance from Golden Gate University and a Bachelor of Arts in Finance from the University of Ankara. Achieved… Show more Responsible for all the trading activities at Golub Group, perform the development and execution of fixed income strategies, and do budget analysis for the firm. Began working with the principals of Golub Group in 2000, when the team operated as a unit of Hoefer and Arnett, Inc. Previously, she was a Bank Auditor for seven years at Vakif Bank in Ankara, Turkey. Holds an MBA in Finance from Golden Gate University and a Bachelor of Arts in Finance from the University of Ankara. Achieved Level I of the Chartered Financial Analyst (CFA) Exam.

• Analyst

  • Jan 2004 - Dec 2006

  San Mateo · Analyzed securities on a quantitative and qualitative basis. Recommended securities to buy for client portfolios, which resulted in 35% profit in 2 years. · Tracked securities held in client accounts. Prepared research reports and quarterly earning reviews with buy, hold or sell recommendations. · Created watch list of holdings using valuation metrics, which streamlined investment decision-making process. · Conducted and prepared 5-year AIMR-compliant performance report for the… Show more · Analyzed securities on a quantitative and qualitative basis. Recommended securities to buy for client portfolios, which resulted in 35% profit in 2 years. · Tracked securities held in client accounts. Prepared research reports and quarterly earning reviews with buy, hold or sell recommendations. · Created watch list of holdings using valuation metrics, which streamlined investment decision-making process. · Conducted and prepared 5-year AIMR-compliant performance report for the firm.



Hoefer and Arnett

• Research Associate

  • Oct 2000 - Dec 2003

  · Analyzed financial tables of companies for investment. Built a spreadsheet that summarizes ratio analysis and financial results of stocks on Bloomberg. · Prepared performance reports for 300 clients and responded to wide variety of client requests. · Reviewed portfolios and participated in annual portfolio reviews. · Researched similar advisors marketing kits and assisted drafting a marketing brochure.



VakifBank

• Türkiye
• Banking
• 700 & Above Employee

• Senior Auditor

  • Sep 1991 - Aug 1998

  · Audited 42 braches including top 3 largest offices as well as Investment Advisory and Fund Management branch of the Bank. Prepared audit reports with recommended actions reported directly to the Bank CEO. Educated the audited braches’ staff to correct misconduct. · Captured fraud and embezzlement practices; initiated investigations; recommended solutions to prevent similar actions happening again and saved the bank $100K per year. · Trained junior auditors for auditing rules and… Show more · Audited 42 braches including top 3 largest offices as well as Investment Advisory and Fund Management branch of the Bank. Prepared audit reports with recommended actions reported directly to the Bank CEO. Educated the audited braches’ staff to correct misconduct. · Captured fraud and embezzlement practices; initiated investigations; recommended solutions to prevent similar actions happening again and saved the bank $100K per year. · Trained junior auditors for auditing rules and regulations. · Strengthened client relationships as a liaison between the Bank and clients. Show less