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