RYAN VANZO

175 Forest Street, BOX 2479, Waltham, MA 02452 United States of America 585-217-6926 | VANZO_RYAN@bentley.edu EDUCATION Bentley University (3.7 GPA) Candidate for Bachelor of Science, Finance and Accounting, May 2013 Candidate for Bachelor of Arts, Global Perspectives, May 2013 Minor in Sociology PROFESSIONAL EXPERIENCE Forward Management Research Intern Waltham, MA September 2009 - Present

San Francisco, CA February 2012 May 2012

Conducted fundamental research on companies for various funds with over $9 billion assets under management Covered a variety of companies; analyzing financials, building valuation models, meeting with management, etc Purchased three positions and sold out of one based on my research reports
The Hughey Center For Financial Services Trading Room Assistant Waltham, MA January 2012 February 2012 Assisted students and professors with financial projects and research utilizing trading room software and resources

Responsibilities included teaching mini-classes on the financial software applications and designing mini-class material GE Energy Schenectady, NY Financial Management Program Intern June 2011 August 2011 Reviewed GEs financial statements and assisted in the recognition of revenues and expenses of subsidiaries Completed periodic reviews of accounting practices and entries in a controllership role
Merrill Lynch Global Wealth Management Intern Rochester, NY May 2010 January 2011

Collaborated with over twenty staff members to provide financial advice and planning to high net worth clients Provided equity research and buy/sell recommendations to Financial Advisors for client portfolios
Portfolio LLC Junior Analyst Albuquerque, NM June 2009 April 2010 Researched and analyzed equities utilizing various software applications and applying different valuation methods

Prepared investment analysis reports on various companies and industries for review
ACTIVITIES Bentley Investment Group Lead Special Situations Analyst

Bentley University September 2009 - Present

Lead a group of analysts in managing $600,000 of Bentley University's endowment Research and pitch prospective companies to add to the investment portfolio (completed four pitches thus far) Focus on Special Situations: derivatives, preferreds, convertibles, spinoffs, buyouts, bankruptcies, etc
CFA Institute Investment Research Challenge Competing Member Bentley University September 2011 - February 2012

Participated in the 2011 Investment Research Challenge sponsored by the CFA Institute Competed alongside a selective team of five charged with producing a complete sell-side research report on Zipcar Tasks included meeting with management, analyzing financial reports and producing proprietary research and valuations
PUBLICATIONS Seeking Alpha Columnist

www.seekingalpha.com August 2008 - Present

Contribute periodic articles on financial topics ranging from economic analysis to equity research Seeking Alpha Gold Certified: Passed rigorous quality standards and agreed to abide by full compliance standards
CERTIFICATIONS

FINRA Series 65 Certified, CFA Level 1 Candidate Bloomberg Certifications in both Equities and Fixed Income Experience using FactSet, Capital IQ, Bloomberg, Crystal Ball, Value Line, and Morningstar databases Financial Management Association National Honor Society Member