J. Andrew Newsom 25 Sharon Street Unit 4 San Francisco, CA 94114 (mobile) 415.302.

8634 (email) Summary of Qualifications A seasoned finance professional with progressive experience in many lines of bus iness. Broad exposure to financial and business systems. Strong experience in: Financial Analysis and Modeling Vendor Relationship Management Client Relationship Management Excel Power User Strategic Planning Trade Databases Systems Project Management Business Development New Client Processing Trade Operations Team Building Accounting Operations Education MBA, Dean's List, Finance, University of San Francisco, 2009 BA, History, Cornel l University, 2000 Skills Essbase, Business Objects SRC Budget System, AS400, ADP Lightspeed, Salesforce.c om, SQL, Bloomberg, Advent, Lehman Live, EVestment Alliance, Zephyr Style Advisor, EZECastle, CheckfreeAPL, EDGAR, Mobius, Frontier Analytics, Betalink ILX, Visual Portfolio Manager, Wall Street Office, SAP, Oracle, Visio, Microsoft Office and Project, Quickbooks Relevant Experience Union Bank San Francisco, CA Jun 2010 - Nov 2010 Contract Financial Analyst - Institutional Services * Revised macros to produce forecast input templates for business managers of I nstitutional Services * Rebuilt financial performance reporting models based on a flexible vlookup st ructure to better manage a difficult connection to batch files from the budget system that change format o ccasionally * Produced monthly deposit concentration reporting for relationship management * Produced financial performance reporting and covered variance analysis for ma nagers across the entire business group. * Managed quarterly forecasting process for a business line generating over $10 0,000,000 in revenue. * Assisted in revisions and updates of the finance module of the credit model f or counterparty credit analysis of all broker dealers with whom Union Bank does capital markets business. * Assisted on internal audit deliverables for revised broker dealer credit anal ysis to conform to Basel II requirements. * Revised modeling and reporting to include quality control tools. MKG Capital Management San Francisco, CA Mar 2010 - Present

Marketing Consultant * Built marketing plan for a Registered Investment Advisory firm in reorganizat ion * Wrote and edited biographical abstract * Produced Powerpoint pitch deck and elevator pitch for a new product * Drove networking initiatives * Executed sale initiatives Wells Fargo Bank San Francisco, CA Nov 2008 - Oct 2009 Project Management Reporting - Asset Management Group * Managed and tracked integration action items and analysis for Wells Fargo's m utual fund company and Wells Capital, comprising a business line of $500,000,000,000 in AUM and 2000 F TE * Tracked integration and bridging of portfolio accounting, trading, data wareh ouse, stock loan and compliance systems * Coordinated and assisted in the creation of a preliminary business review for all business groups in the combined asset management businesses of Wells Fargo and Wachovia * Managed and executed integration related deliverables from the Asset Manageme nt Group to Wells Fargo Wholesale Banking Merger Program Office. Wells Fargo Bank San Francisco, CA May 2008 - Oct 2009 Analyst * Executed research, valuation, due diligence, and letter of intent on $75 mill ion acquisition * Researched and performed quantitative and qualitative analysis of institution al asset management firms for potential acquisition, reporting to Wells Capital Director of Strategic Acquisit ions * Prepared executive summaries of research data and investment banking teasers and pitch books on potential acquisition candidates. * Led analysis of alternative asset management firms; research of investment st rategies including derivatives and Collateralized Debt Obligations * Created and streamlined varied valuation models into a template functional fo r multiple end-users * Analyzed financial statements to perform multiple valuations under various de al structures * Performed ad hoc research assignments using Bloomberg as well as web based ve ndors * Trained on FP&A systems and processes with Asset Management and Western Regio nal Banking finance teams. * Trained on expense forecasting, Essbase and GL data pulls, AU allocation of e xpenses, variance analysis Argent Financial Group Chapel Hill, NC Oct 2005 - Mar 2006 Contract Trade Operations Specialist * Generated operations deliverables for multiple Hedge Funds ranging from $2.5 Billion to $10 Billion AUM * Executed account reconciliation between portfolio accounting, prime brokerage , and The Street * Verified and resolved trade breaks * Reconciliation of margin and loan rebates, derivatives including total return swaps, credit default swaps,

and currency futures * Performed daily data entries to internal buy side systems with an SQL or Acce ss based user interface; trade entries in multiple security classes - listed and OTC as well as foreign exchange rate data entry requirements * Executed special trade processing procedures for senior loans and restricted securities * Performed security setups for portfolio accounting * Generated reporting deliverables from portfolio accounting for internal clien ts such as auditors and client services Hilliard Lyons Florence, SC Aug 2001 - Feb 2003 Financial Consultant * Completed Series 7 and Series 66 licensing * Generated RFP's, coordinated marketing campaigns and business expansion effor ts for private client sales team including material publication, mailing campaigns, cold and wa rm calling, and prospect research * Generated client correspondence and review format, including portfolio and co st basis reconciliation, portfolio modeling and analysis, financial planning in conjunction with relevan t business partners on a $100,000,000 book of business * Researched, analyzed, and participated in the negotiation of wrap fee relatio nships with asset management firms * Executed sales of $3-4 Million in business over one and a half years. SunAmerica Financial Los Angeles, California Jun 2000 - Aug 2001 Financial Service Representative * Completed Series 6 licensing * Managed marketing and operations support for highest producing fixed and vari able annuity registered representatives * Generated annuitization and performance hypothetical reports * Contributed to partnership building through due diligence presentations to vi siting financial advisors Activities Golden Gate Triathlon Club University of San Francisco MBA Consulting Club (former President)