GEORGE HOFFMANN

1400 Washington Avenue 7265 Empire Commons, Albany, New York 12222 hoffmann_george@yahoo.com585.747.5399

EDUCATION

University at Albany, Class of 2013 Bachelor of Science in Business Administration, Economics Minor, Financial Analyst Honors Concentration Thesis: Tactical Management of Credit-Quality Weightings by Bond Funds Cumulative GPA: 3.69/4.00 Financial Analyst Honors Program GPA: 3.68/4.00

FINANCE EXPERIENCE
Meredith Whitney Advisory Group | Equity Research Intern | New York, New York Summer 2012 Financial Sector Equity Research: Produced sell side research reports on banks, brokers-dealers and credit card companies. Updated financial models during 2Q 2012 earnings season for companies within the coverage universe. Built new financial models, including valuation of small market capitalization companies in various specialty finance industries for the expected client demand. Municipal Research: Compiled data and research for coverage on 25 states for the Tragedy of the Commons research report. Aggregated and explained data using trend findings on state governments. Located areas where individual states have critical issues from a macro economic prospective. Daily & Weekly Research: Assisted the compiling of daily M&A, Equity Capital Market, Debt Capital Market and Municipal Market activity for recurring research reports. Responsible for articulating weekly market themes for the Weekly Report, including updating corresponding charts. University at Albany School Business Investment Group | Co-President Fall 2011-Present Lead a team of 36 analysts while managing a $130,000 portfolio of the University at Albanys endowment fund. Chief Market Strategist responsible for the finalization of all buys, sells and portfolio direction. Reports to an advisory board of professors and industry experts. Perform bottom-up valuation analysis for equity models in the financial sector. Built financial models of BLK and FITB, each to be incorporated as 5% of the total portfolio. Adirondack Cup | Portfolio Manager Fall 2012 Lead University at Albanys team of 10 analysts in a small market cap stock competition against 18 other universities. The M&A Advisor | Intern | New York, New York Summer 2011 Prepared presentations and publications for company-hosted events highlighting successful middle market M&A deals. Cornell University Investment Management Program | New York, New York Summer 2011 Completed an intensive course in Applied Portfolio Management by mastering the Capital Asset Pricing Model, Black Scholes Options Pricing Model and other valuation methods. Rated Boeing as a Hold. Presented the investment thesis and supporting arguments, including valuation, to the class.

WORK EXPERIENCE
Airquip Heating and Air Conditioning | Sales Lead Generator | Rochester, New York Learned a detailed product line, generated sales leads and helped grow company operations. 2005-2012

LEADERSHIP AND VOLUNTEER EXPERIENCE

Boy Scouts of America | Eagle Scout 2009 Eagle project manager. Organized and managed the construction of benches for a local park. Richie Carlston Memorial Fund | Treasurer | Rochester, New York Fall 2011-Present Volunteered and raised over $4,000 for three consecutive years. Managed a 501(c)(3) fund for academic scholarships.

DISTINCTIONS AND TECHNICAL SKILLS

Bloomberg Assessment Test score in the 95th percentile. Finance Honors thesis selected for presentation at the Dallas Federal Reserve Undergraduate Research Conference. Public Anthropology Award for Excellence in Writing. Bloomberg Equities & Fixed Income Certifications. Microsoft Excel, Word, PowerPoint.