Ravi Desai 56 Greenhill Road Parsippany, NJ 07054 862-485-6237 rrd54@scarletmail.rutgers.edu EDUCATION Rutgers State University Newark, NJ Bachelor of Science in Finance Expected May 2016 • GPA: 3.73 / 4.0 • Relevant Coursework: Macro-Micro Economics / Financial- Managerial Accounting / Corporate Finance WORK & RELEVANT EXPERIENCE Premier Wealth Advisors Boonton, NJ Financial Analyst December 2013-Present • Conduct research and prepare weekly valuations of more then 50 equity accounts using Albridge Solutions; accounts total upwards of 5 million dollars • Work directly with wealth advisors in the evaluation of potential portfolio changes • Led a team of 3 interns in a project selling the firms financial services as a package to employers; more then 30% of employees called back wanting a financial counseling session • Shadow wealth managers during client meetings dealing with estate planning, retirement planning, and risk management Investment Banking Institute New York, NY Student Trainee January 2014 • Completed a one month intensive course on financial analysis, valuation methodologies and advanced financial modeling • Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis Rutgers Finance Society Newark, NJ Student Managed Fund- Junior Equity Analyst February 2014- Present • Junior analyst specializing in the financial and consumer goods sector based on a long value equity portfolio • Construct equity research reports through fundamental analysis using valuations methodologies such as comparable companies analysis, precedent transaction analysis, and discounted cash flow analysis • Present investment thesis and research reports to the Rutgers University Investment Board Rutgers Financial Planning Association Newark, NJ Director of Member Relations January 2014- Present • The primary purpose of RFPA is to build connections between students and the professional world, specifically by creating exposure to the financial planning community through networking events and educational workshops • Respond to daily emails regarding the association and help maintain networks between members through the use of collegiate link and mail-chimp • Lead the committee of member relations in marketing upcoming events such as guest speakers and financial planning competitions Credit Suisse Holt Valuation Challenge New York, NY Holt Challenge Participant April 2014- June 2014 • Valuation competition where I learned to use Credit Suisse's valuation methodology, HOLT Lens • Once mastering the basics of HOLT Lens, created a stock pitch, which was evaluated by Credit Suisse Professionals Certifications & Training: Credit Suisse HOLT Lens, Investment Banking Institute Activities: Hoop Heaven Basketball Coach, Morristown Red Cross, B.A.P.S Charities