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MBA Resume for Customer Service Representative

EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2002
Darden Capital Management, Fund Manager; Student Admissions Chair; Admissions
Interviewer; Finance Club; Graduate Women in Business
Southern Illinois University Carbondale, IL
Bachelor of Science, Finance, May 1995
GPA: 3.7/4.0, cum laude

EXPERIENCE
Summer 2001 Merrill Lynch & Co., Inc. New York, NY
Sales & Trading Summer Associate
Completed rotational program through Listed Trading, Domestic Research Sales, Strategic
Solutions Group and Debt Capital Markets desks.
1995-2000 Caterpillar Financial Services Corporation Nashville, TN
Treasury Analyst (1999-2000)
Senior Financial Analyst (1997-1999)
Financial Analyst (1996-1997)
Customer Service Representative (1995-1996)
Transaction Issued commercial paper and medium term notes in multiple currencies including
Skills Canadian, US and Australian dollars and Euros. Average program size: $1 billion.
Executed local currency interest rate swaps to manage asset and liability portfolios in Asia,
Australia, Europe and Latin America. Volume in excess of $1 billion.
Analyzed and managed international exposure of US divisions through the execution of foreign
exchange forwards and spot transactions.
Managed intracompany US dollar funding processes of international subsidiaries.
Management Built and managed working relationships with swap dealers, commercial paper dealers and
Skills senior relationship managers.
Developed global intracompany relationships with international subsidiary Finance Managers.
Analyzed, recommended and developed US retail note program in conjunction with a major
global bank. Size: $500 million.
Selected to manage European funding activity for Caterpillar International Finance plc in
Dublin, Ireland.
Directed one of nine key corporate-wide strategic initiatives. Led a cross-functional team of ten
to ensure the effective and efficient implementation of a new lock box bank.
Trained Financial Analysts in the use of capital market products.
Communication Presented lock box strategy and implementation to the CEO and Executive Management Team.
Skills Delivered presentation on proposed retail note program to Vice President of Corporate Support
and Treasurer and obtained President’s approval for implementation.
Presented monthly recommendations to the Treasurer for derivative activity, based on current
economic data and company policy.

PERSONAL
Volunteer Work: Math tutor, Workout for Hope, United Way, Habitat for Humanity
Interests: Traveling, running, listening to live music

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