Brian P. Mathews
mathews.231@osu.edu
(937)369-1272
CAMPUS
1993 Summit Street
Columbus, OH. 43201
PERMANENT
2651 Gentle Wind Point
Dayton, OH. 45458
EDUCATION
The Ohio State University, Fisher College of Business
Columbus, OH
Bachelor of Science in Business Administration
May 2014
Specialization: Finance │ GPA: 3.7
 Fisher Futures Investment Banking Program: 1 of 12 students selected by faculty into highly competitive program exposing
students to investment banking and financial modeling
 Wall Street Prep: Received training in financial modeling and valuations including DCF, LBO, M&A, comparables, and
accretion/dilution analysis in Excel
 Scholarships: Provost Scholarship, Ken Simmons Memorial Scholarship, Fisher College of Business Undergraduate Scholarship
 Self-financing over 40% of education through employment and merit scholarships
EXPERIENCE
Ross, Sinclaire & Associates, LLC
Columbus, OH
Analyst /Intern
May 2012- Present
 Structure new issue municipal bond financings, advance and current refunding issues, and other specialized financial modeling using
advanced bond structuring software
 Act as quantitative analyst on the issuance of over $250,000,000 in municipal financings
 Develop pitch-books and proposal process resulting in the acquisition of more than $10,000,000 in new business
 Aid municipal issuers throughout the credit rating process, developing presentations and State Intercept approval providing the
lowest possible cost of capital to clients
 Use Bloomberg and Bond Buyer software to identify taxable and tax-exempt refunding opportunities in the current market
 Work part-time during the school year for approximately 25 hours per week
Merrill Lynch Wealth Management
Columbus, OH
Client Associate / Intern
November 2011- May 2012
 Communicated with over 100 high net-worth clients to identify and meet their personal investment needs
 Established and performed maintenance for new and existing accounts
 Developed Excel method for analyzing client expenses for use in client meetings with financial advisor
 Supported a four person financial advisory team with total managed assets of approximately $150,000,000
 Worked part-time throughout school year for approximately 25 hours per week
Zimmer Enterprises Inc.
Dayton, OH
Operations and Logistics / Intern
June 2011- September 2011
 Utilized advanced process software system to manage and process orders and shipments with daily throughput of over $50,000
 Trained and directed new employees optimizing timing and workflow in the warehouse
LEADERSHIP & ACTIVITIES
Undergraduate Finance Association
Columbus, OH
Member
September 2011- Present
 Develop skills relevant to the financial services industry interacting weekly with professionals and corporations within the industry
Common Cents Investment Group
Columbus, OH
Member
September 2011- Present
 Practice and discuss investment strategies, using fundamental and technical analysis predicting and testing anticipated trends
in the marketplace
Southbrook Centerville
Volunteer
 Volunteer as a member of the special events staff
 Led early childhood small groups consisting of approximately 20 children from four to six years of age
Centerville, OH
2003- Present