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Bio

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Brian Berman is a seasoned finance professional with expertise in financial analysis, modeling, and trading. He has worked in various roles, including Trader, Equity Derivatives Analyst, and Accounting Department Assistant, and has experience in multiple industries, including finance, real estate, and media. He is proficient in languages such as English and Spanish and has skills in Microsoft Excel, PowerPoint, and financial software like Matlab, C++, and Stata.

Experience

  • Rock Springs Capital
    • Baltimore, Maryland, United States
    • Trader
      • Sep 2016 - Present
      • Baltimore, Maryland, United States

  • Chesapeake Partners
    • Baltimore, MD
    • Trader
      • Oct 2014 - Jun 2016
      • Baltimore, MD

  • Morgan Stanley
    • Baltimore, MD
    • Equity Derivatives Analyst
      • Aug 2013 - Oct 2014
      • Baltimore, MD

      • Examine and interpret Greek-based risks and revenues for Equity Derivatives portfolios• Daily P&L production/reporting while analyzing and reporting new trades for the Dispersion, Convertible Bonds, and futures trading desks• Reconciliation of P&L results to settlement and sub ledger systems vs. General Ledger

    • Core Member
      • Dec 2010 - Oct 2012
      • Ann Arbor, MI

      • Build foundation for the undergraduate Ross' Real Estate Society, including a missionstatement and first year plan• Working on platform for educating and networking through information sessions andspeakers from the MBA program• Designing program to recruit new members in upcoming years, through interviews andcreating a list of preferred credentials

    • Accounting Department Assistant
      • May 2011 - Aug 2011
      • Pikesville, MD

      • Worked on accounts payable, accounts receivable and reviewed monthly generalledgers.• Printed and audited financial statements for various real estate entities• Conducted site inspections to review expenses with property managers, reviewingmultiple expense categories to try and reduce expenses

    • Sales and Marketing Intern
      • May 2010 - Aug 2010

      • Constructed a new Microsoft Excel spreadsheet of past clients making it easier for Account Executives to access clients based on expenses, date, and peak spending for the 2009-2010 fiscal year• Constructed marketing kits for the sales department as part of strategic advertising solution for local accounts in the fourth quarter of 2011• Developed new business relationships aimed towards enhancing profitability and increasing advertising efficiency in the Maryland and Northern Virginia areas

    • Front Desk Manager
      • Mar 2008 - May 2009

      • Interacted with about 40-50 people during a work shift, sharing information on the gym's amenities and keeping high energy throughout the work shift• Closed down the gym after night shift and finalized expenses and income for the day on the cash register, resulting in a balanced daily spread sheet• Gave sales pitch to prospective members, resulting in about 15% increase in yearly memberships

Education

  • 2009 - 2013
    University of Michigan
    Bachelor of Science (BS), Mathematics and Economics
  • 2005 - 2009
    McDonogh School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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