JOHN MICHAEL HAYEK

john.hayek@duke.edu • 586-536-0018 • Durham, NC

EDUCATION
DUKE UNIVERSITY, The Fuqua School of Business Durham, NC
Master of Science in Quantitative Management: Business Analytics, Finance May 2019
Data Science Coursework: Data Science for Business, Decision Modeling, Data Visualization
Domain Coursework: Fixed Income Securities, Financial Derivatives, Investments, Risk Management

OAKLAND UNIVERSITY, School of Business Administration Rochester, MI

Bachelor of Science in Finance 3.6/4.0 December 2017
Minor in Business Analytics 3.8/4.0

EXPERIENCE
SOUTHWEST SOLUTIONS, ProsperUS Detroit Detroit, MI
Volunteer Analyst 2019
• Transformed organization’s data infrastructure through creation of relational database model
• Designed human response templates for evaluation of services and tracking of entrepreneur trainee growth
• Enabled analysis and streamlined data collection process with Optical Mark Reader (OMR) software

WELLS FARGO ADVISORS, Fratarcangeli Wealth Management Birmingham, MI

Business Analyst 2018
• Built customized models to facilitate knowledge transfer between analysts and staff
• Designed specialized portfolios with top down/bottom up approach, advanced asset allocation decisions
• Constructed client deliverable materials including portfolio proposals, reviews, performances, and rebalances
• Engaged in client meetings to supplement delivery of analysis/materials
• Enabled competitive analysis by analyzing costs, performance and other metrics of financial products
Intern Coordinator Birmingham, MI
• Designed rotational internship program to expose five summer interns to all aspects of wealth management 2017
• Managed and oversaw summer interns in personal and professional development
• Translated the goals of management to align with the tasks of summer interns
Business Analyst Intern Birmingham, MI
• Executed account opening/maintenance, asset movement and other administrative tasks 2016
• Examined meeting documentation and client deliverables to ensure all practices were within compliance

MERRILL LYNCH Auburn Hills, MI

Wealth Management Intern 2016
• Cold called over 500 client leads, resulting in $4M of additional assets
• Utilized LinkedIn and other social media platforms, generated client leads and advanced business

SELECTED PROJECTS
Pre- & Post-Assessment: Customized open source OMR software and redesigned assessment forms using response bubble format; designed to
increase efficiency in operational growth by establishing assessment capabilities to monitor internal and external progress; customized to
maximize user-friendliness
Assistance Tracker & Lending Dashboard: Assembled relational database model from preexisting data by cleaning, consolidating, and
implementing primary/foreign keys; designed dashboards using VBA in Excel to streamline reporting process to stakeholders
Proposal Calculator / Weighted Yields Template: Constructed using VBA in Excel; designed to simplify the process of asset allocation
decisions between equity to fixed income split with optimal allocation among taxable and non-taxable accounts / Provided a template allowing
all associates to generate client deliverable materials without error

LEADERSHIP
Team Duke, Captain: 2019 Cornell Investment Portfolio Case Competition, Finalist
Student Manager: Oakland University Student Managed Investment Fund (Industrials & Materials)
Team OU, Competitor: Community Bank Case Study Competition
Treasurer: Lebanese Student Association of Oakland University

TECHNICAL CAPABILITIES
Software & Programming Languages: Python, R, Tableau, Visual Basic for Applications (VBA)
Database Management: Microsoft Access, SQL (MySQL)
Modeling Techniques: Hierarchical Clustering, K-means, Lasso, Monte Carlo Simulation, PCA, Regression (Linear, Logistic, Quantile)
Additional Skills: Bloomberg Terminals, Capital IQ, Crystal Ball, Financial Modeling/Valuation, TreePlan