VICTORIA STROUGHTER SHEARD

3355 Blackburn Street #8301•Dallas, Texas• 75204 • • 214-520-0535

EDUCATION______

Southern MethodistUniversity,Dallas, Texas Graduate in May 2007

Bachelor of Business Administration in Finance SMU Finance GPA 3.5/4.0

Accounting- concentration 12 hours Cumulative GPA 3.04

Bachelor of Arts in International Studies, minor European Studies

Denmark’s International Studies Program, Copenhagen Spring 2006

Oxford University, England SMU Study Abroad Program Summer 2005 3.7/4.0

RELATED WORK EXPERIENCE ______

Lee Financial Corporation, Dallas, Texas May 2006- December 2006

Investment Strategy Team Intern

  • Perform due diligence analysis including manager strategy overviews. Portfolio analysis of mutual funds, real estate, private equity, oil/energy, and distressed debt
  • Special projects such as a hedge fund tax cost and benefit analysis
  • Compile balance sheets, cash flow statements, asset allocations, projection models, review portfolio statements, assist with estate plans, presentations, and make recommendations
  • Participate in internal management and client meetings
  • Utilize Bloomberg, Morningstar, Pro-Trac, Axys portfolio software, MS Excel, MS Word, and MS PowerPoint

Smith Barney, Dallas, Texas October 2005- January 2006

Marketing and Sales Assistant Intern

  • Compiled reports, made recommendations, and created presentation packets to support existing clients of the Senior Vice President of Investments, Second Vice President of Investments, and the Sales and Marketing Manager

RELATED EXPERIENCE______

SMU Honors Practicum in Portfolio Analysis: Analyst August 2006- Present

  • Manage part of the Ann Rife Cox Endowment fund of $6.5 million dollars
  • Research and make buy/sell/hold recommendations using quantitative, qualitative, comparables, and discounted cash flow models about consumer discretionary holdings
  • Create sector, industry, financial and political market outlooks which will be included in the presentation to the SMU Board of Trustee Investment Committee

Delta Gamma Foundation: Vice President January 2005- December 2005

  • Led organization to be recognized nationally in the top 10 out of 145 collegiate chapters to donate the most money during the fiscal year
  • Chaired five events resulting in raising funds upwards of $16,000
  • Revised spring philanthropy, resulting in a 25% increase in revenue
  • Coordinated independent lectureship series reaching over 1,500 students

Senate Appropriations Committee: Vice President August 2004- May 2005

  • Reviewed budgets of over 100 student organizations line item requests resulting in the allocation of $525,000
  • Appropriated $35,000 in additional funds to student organizations annually

LEADERSHIP ACTIVITIES______

Finance/Investments Club

Consulting Club

SMU Hearing Board Honor Council

Treasurer International Relations Club

Fundraising Alpha Kappa Psi Fraternity

National Association Black Accountants

Sigma Alpha Pi Leadership Society

Order of Omega Greek Leaders