Michael C.
Kahm
2606 S 800 E
Salt Lake City, UT 84106
801-678-1997
[email protected]
Objectives
A challenging introduction to an Investment Banking career that will gain me
experience with asset pricing and risk management techniques.
Skill Summary
Series 7, 63, and 65 licenses; CRPC designation
MS Office literate
Education
University of Oregon
BS Economics June, 2005
Coursework included multivariate calculus, statistics, and econometrics.
2014 Level I Candidate in the CFA Program
Work Experience
May 2011Sept 2014
Financial Advisor
Wells Fargo Advisors
Salt Lake City, UT
Recommended suitable investments for clients based on asset-allocation
strategy. Expanded my financial literacy in behavioral finance, market cycles, and
portfolio analysis.
Feb 2009 May 2011
Senior Client Associate
Wells Fargo Private Bank
Salt Lake City, UT
Provided comprehensive support for the financial needs of high-net worth clients
and bankers. Researched complex issues related to securities-based loans,
business banking, brokerage, and trust.
Jan 2007 Jan 2009
Registered Sales Representative
Wells Fargo Investments
Salt Lake City, UT
Used a consultative sales approach to help clients find investment products to
meet their goals. Created a sales tracking spreadsheet and a weekly sales
production report for my team.
Dec 2005 Dec 2006
Registered Trading Representative
Wells Fargo Investments
Salt Lake City, UT
Executed client-directed securities transactions and money movements. Assisted
clients with investment-related inquiries and research. Learned the basics capital
markets.
Volunteering
2012-current
Wasatch Community Gardens
Founded a curriculum-based school garden program at Emerson Elementary
School. Recruited leadership, organized construction, wrote mission statement,
arranged grant funding, built website, and established curriculum.
