Michael C.

Kahm
2606 S 800 E
Salt Lake City, UT 84106
801-678-1997
m_31381_kahm@msn.com
Objectives

A challenging introduction to an Investment Banking career that will gain me

experience with asset pricing and risk management techniques.

Skill Summary

Series 7, 63, and 65 licenses; CRPC designation

MS Office literate

Education

University of Oregon
BS Economics June, 2005
Coursework included multivariate calculus, statistics, and econometrics.
2014 Level I Candidate in the CFA Program

Work Experience

May 2011Sept 2014

Financial Advisor

Wells Fargo Advisors

Salt Lake City, UT

Recommended suitable investments for clients based on asset-allocation

strategy. Expanded my financial literacy in behavioral finance, market cycles, and
portfolio analysis.
Feb 2009 May 2011
Senior Client Associate

Wells Fargo Private Bank

Salt Lake City, UT

Provided comprehensive support for the financial needs of high-net worth clients
and bankers. Researched complex issues related to securities-based loans,
business banking, brokerage, and trust.
Jan 2007 Jan 2009
Registered Sales Representative

Wells Fargo Investments

Salt Lake City, UT

Used a consultative sales approach to help clients find investment products to

meet their goals. Created a sales tracking spreadsheet and a weekly sales
production report for my team.
Dec 2005 Dec 2006
Registered Trading Representative

Wells Fargo Investments

Salt Lake City, UT

Executed client-directed securities transactions and money movements. Assisted

clients with investment-related inquiries and research. Learned the basics capital
markets.
Volunteering

2012-current

Wasatch Community Gardens

Founded a curriculum-based school garden program at Emerson Elementary

School. Recruited leadership, organized construction, wrote mission statement,
arranged grant funding, built website, and established curriculum.