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2 <br />1/1/18 – CURRENT <br />OWNER THE STALDER GROUP <br />• After college graduation set up an LLC registered as an Investment Advisor with an LP subsidiary as a non- <br />reporting investment fund <br />• Taught myself sufficient knowledge in securities law including Securities Act 1933, Securities Exchange Act <br />1934, and Dodd-Frank <br />• Work Included: <br />Documentation Equity Analysis Portfolio Management <br />Personally wrote a Private <br />Placement Memorandum for <br />the LP fund with accompanying <br />partnership, discretionary and <br />subscription agreement, for a <br />506(c) type offering <br />Created a system combining several <br />fundamental models to supplement <br />time acquired fundamental insight <br />to be used in conjunction with <br />technical and chart-based <br />examination to find induvial stock <br />intrinsic value, upside and <br />downside risk <br />Created a correlation lowering model <br />placing selected stocks in categories, using <br />the Markowitz model in each category as <br />well as the portfolio as a whole, and <br />including derivates as hedging <br />instruments as well as implementing <br />behavioral heuristics to create discipline <br />in the approach. <br /> <br />EDUCATION <br />AUGUST 2017 <br />BSBA- FINANCE, CENTRAL WASHINGTON UNIVERSITY <br />JANUARY 2018 <br />SERIES 65-INVESTMENT ADVISOR LAW EXAM, FINRA <br />DECEMBER 2018 <br />ENTREPRENUER ESSENTIALS PROGRAM, HARVARD BUSINESS SCHOOL ONLINE <br />SKILLS <br />• Microsoft Office <br />• Interpersonal communication <br />• Financial Reporting <br />• Multi-party deal oversight <br />• Macro/Micro econ. analysis <br />• Fundamental/technical analysis <br />• Organizational management <br />• Multi-level equity portfolio management <br />ACTIVITIES <br />Freshman year of college opened an E-Trade account and learned equity trading in free time, followed <br />by junior year learning design and real estate finance to put first deal together to rehab historic building <br />and create a prospectus for potential investors; also, independently learned Spanish to a working <br />proficiency level. Managed to work on these activities while graduating on time, sooner that others in <br />the business program, and working full time on a construction site.