Jonathan Gelpey, MBA

401 NE Mizner Blvd #609 * Boca Raton, Florida 33432

(561) 707-0072 * jonathan.gelpey@gmail.com

Finance Professional
Financial Analysis / Auditing / Budgeting / Forecasting / Statistical Analysis
Contribute to Increasing Market Presence / Product Mix to Improve Shareholder Va
lue

* Management; Analysis; Development; Restructuring * Business and Financial Man

agement; Accounting / Audit
* Business Consulting; Strategic Analysis; Business Planning * Retirement Strat
egy; Preparation for Ownership Transition
* Succession Consulting; Family Business Consulting * Analysis of Complex Finan
cial Alternative Strategies
* Skilled in the Application of Comparative Ratio Analysis * Collaborative Reen
gineering / Change Management
* International Corporate / Staff Leadership Experience * Identify and capitali
ze on New / Untapped Opportunities

A highly motivated, results-driven professional recognized for team-spirited app

roach to seeking viable solutions to complex financial situations. Integrate tr
aditional and 'out-of-the-box' ideas to meet and exceed client / organizational
goals and consistently seek ways to enhance growth and bottom line performance -
supported by credible / professional references.

Professional Experience
MORGAN STANLEY SMITH BARNEY, Boca Raton, FL 2007 to 2010
Financial Advisor
* Worked with and consulted with clients in the areas of finance, tax and legal
issues, and other finance-related services for business owners, governments / mu
nicipalities, individuals, and families. Recipient of the Blue-Chip Council awar
d for excellence... the highest level of recognition granted.
* Prepared financial reports for CFOs, government leaders, doctors, and business
owners; developed projections and analysis with recommendations and conclusions
, and worked with clients regarding cash management, collateralized borrowing an
d investing. Set up and maintained bank accounts, analyzed and negotiated fees
with managers and provided financial analysis and recommendations on cash and tr
easury operations / options.
* Worked with confidential and highly sensitive information, including financial
and business plans; and was recognized for achieving significant success with a
lading financial organization.
INDEPENDENT FINANCIAL / BUSINESS CONSULTING, Boca Raton, FL 2006 to 2007 / 201
0 to Current
Consultant (While seeking full time employment)
* Worked various assignments in diverse industries in the areas of finance and f
inancial reporting, business development, process improvement, client and custom
er relations, project management, and compliance assurance.
o Assignments: Ride Ocean Zoom, Palm Beach Gardens, FL. Conducted strategic h
ospitality industry research and financial analysis on behalf of management team
. JBA Network, Asheville, NC. Involved with web development sales and created s
trategies with investors, executives, and industry experts. Yancey Organic Farm
, Mars Hill, NC. Interviewed potential employees and hired a strong team to sup
port growth of operations. Imperiali Inc., West Palm Beach, FL. Involved with
new business development initiatives, prepared the firms communications (press r
eleases and newsletters), and worked with investor relations.

Education
Master's in Business Administration University of Florida 2009
Bachelor's in Business Administration Babson College 2006
* Dean's List; Entrepreneurship Program (ranked # 1 Nationally in US News and Wo
rld Report)
* Received high marks for a strategy project involving General Motors
Certified Financial Planner Kaplan University 1010
Computer Skills: Experienced with computer operating systems including all Windo
ws-based and Macintosh OS10. Expert level knowledge of Microsoft Office Package
including Microsoft Excel, Microsoft Word and Microsoft PowerPoint.

Relevant Activities
Received honorable mention in the Price Waterhouse Coopers economic simulation c
ompetition
Managed off campus sales of a student run jewelry business, achieving goals and
objectives