Brian M. Ford

26 Rosewalk Lane

Elgin, SC 29045

803.261.2920

EDUCATION:

North Carolina State University - Raleigh, NC

Master’s - Economics, December 2008

Concentration in Econometrics

University of South Carolina - Columbia, SC

B.A - Economics, December 2003

Minor: Business Administration

Life Scholarship, Dean’s List

Relevant Coursework: Security Analysis and Portfolio Management, Applied Econometrics, Applied Microeconomics, Applied Macroeconomics, Statistics for Management and Social Sciences, International Economics, Managerial Economics, Money and Banking, Public Finance

Selected Papers and Presentations:

2008: “The Twin Deficits Hypothesis: Do the Data Support the Claims?”, N.C State University

2008: “Analysis of Effects of the Recently Developed U.S. Government Deficit”, N.C State University

PROFESSIONAL EXPERIENCE:

Lincoln Financial Group, Columbia, SC

Intern, Analyst (Summer, 2008)

· Fixed income portfolio analysis

· Asset allocation analysis for customer investment portfolios

· Financial market research as requested by management

Creative Financial Strategies, Columbia, SC

Senior Paraplanner/Financial Advisor (June 2004-August 2007)

· Analysis of personal financial data for firm’s clients

· Asset allocation analysis for customer investment portfolios

· Development of comprehensive financial planning documents

· Opening and maintenance of customer brokerage accounts

· Qualitative and quantitative macroeconomic research requested by senior management

· Training other team members in development of financial planning documents and models

Other Experience: Blue Cross and Blue Shield, Columbia, SC – Student Worker/Computer Operator

Dentsville Youth Baseball, Columbia, SC – Concessions Manager


SKILLS & LICENSURE:

· Economic analysis

· Quantitative analysis

· Computer: SAS, MS Office, NaviPlan

· Spanish (intermediate-conversational)

· FINRA Series 7 and 66 licensed

· Preparing for Chartered Financial Analyst exams

ACTIVITIES & HONORS:

· Member – Saluda Whitewater Kayaking

· Treasurer – Aikido Club of USC

· Member – Mensa International, Inc.