CONTACT INFORMATION

Your Name: Nandita Das

City, State, ZIP: Newark, DE, 19713
Phone: 570-947-3444
Email: ndas@desu.edu
LinkedIn URL: https://www.linkedin.com/in/dasnandita/
YOUR GOALS
Is there a specific job title you are seeking for your next position?

Executive, Vice President, Senior Director, Director

Can you provide links to two or three job listings you’re interested in?

https://www.linkedin.com/jobs/view/3502745853/ (most preferred type)

https://www.linkedin.com/jobs/view/3325307797
https://www.linkedin.com/jobs/view/3500035711

YOUR PROFESSIONAL EXPERIENCE

Position #1
Professor of Finance, Director of Financial Planning & Wealth
Job Title:
Management Program
Employer Name, City, State: Delaware State University, Dover, Delaware.
Dates at Position MM/YYYY to MM/YYY: 08/2019 to Present
What is the most important aspect of this position?

Developing the Financial Planning & Wealth Management Program.

What is the second most important aspect of this position?

Established the Bloomberg Trading Floor and started Student Investment Portfolio.

Please answer the following:

1. Skills with People — Include the nature of your interactions with customers, vendors, managers, coworkers,
other departments, etc., using verbs whenever possible (e.g., coordinated, presented, informed,
communicated, etc.).

 Coordinated with the Division of Institutional Advancement to establish a multi-year grant for the
Student Investment Portfolio (Graham Family Sustainable Investment Fund)
 Communicated with different stakeholders to establish student scholarship for Financial Planning and
Wealth Management Program
 Represented the university as a Fulbright-Nehru Scholar in developing management program and
doing cross country research in socially responsible investments.
 Presented as a panelist at Stanford University by sharing insights from Teaching Personal Finance.
 Discussed as a panelist on Diversity, Equity and Inclusion (DEI) initiatives at different professional
workshops and conferences.
 Identified the requirements for job advertisements to be inclusive and unbiased for people of different
ethnicities.

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  Created criteria for evaluating student performance during internships.
 Recommended and mentored Student Ambassadors across four colleges to help in spreading financial
literacy.
 Contributed to standards as a member of CFP Board’s Practice Advisory Board.

2. Skills with Information — Include administrative functions involving record keeping, accounting, policies,
reports, correspondence, workflow, etc., using verbs whenever possible (e.g., compiled, tracked, reported,
wrote, organized, etc.).

Designed courses for Financial Planning and Wealth Management Program.

Built interactive accounting and finance online modules for small businesses.

3. Skills in Leadership/Training — If applicable, describe your management and/or training activities - include
the number of people. Indicate any form of direction, orientation, training, or leadership that you provided
(formally or informally).

Established two programs in the College of Business.

Solved faculty scheduling issues for the new program.
Represented the Financial Planning Profession as a Speaker for FINRA Leadership Diversity Summit.

4. What technologies did the client use in this position (Software Applications (Word, Excel, PowerPoint,
Outlook, InDesign, Access, etc.; Platforms / Operating Systems (Windows, Mac OS, Linux, Unix, etc.;
Programming Languages:

Bloomberg Money Guide-Pro, e-money and other financial planning software, Vyond, Different Databases
including Morningstar, Microsoft office suite.

Please tell me about some of your achievements / contributions / special projects in this role:
1. In what ways were you instrumental in suggesting or implementing new processes / procedures?

 Acquired million-dollar grant to develop a Financial Planning & Wealth Management program at an
HBCU.
 Established Bloomberg Trading Laboratory and helped students get Bloomberg certified.

2. In what ways were you set apart from others who have held the same position?

Developing a new major and representing the college of business at difference professional meetings as a
panelist, workshop organizer and speaker.

3. Did you win any awards in this position?

 Recognized by the university for Leadership and Academic Excellence.

 Grant: Charles Schwab Foundation Grant
 Fulbright-Nehru Scholarship: 6-months sponsored scholarship.

4. Are there any hard numbers you’d like to include for this position – increased revenue, decreased
turnaround, etc.?

Grant Amount: $1,000.000

Student intake for new program: 200% increase.

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Position #2
Associate Professor of Finance, Director of Financial Planning
Job Title:
Program.
Employer Name, City, State: Delaware State University, Dover, Delaware.
Dates at Position MM/YYYY to MM/YYY: 08/ 2010 to 07/2019
What is the most important aspect of this position?

Developing different courses in Financial Planning.

What is the second most important aspect of this position?

Recruiting students for Financial Planning MinorProgram.

Please answer the following:

1. Skills with People — Include the nature of your interactions with customers, vendors, managers, coworkers,
other departments, etc., using verbs whenever possible (e.g., coordinated, presented, informed,
communicated, etc.).

 Prepared teams of students to compete in national business plan competitions.

 Mentored students to successfully represent the university at CFA Research Challenge competition.
 Conducted financial literacy workshops for students across the university.
 Demonstrated the need for cultural competency for financial professionals at different professional
meetings.
 Simplified advising requirements for advising standards for students to graduate on time.

2. Skills with Information — Include administrative functions involving record keeping, accounting, policies,
reports, correspondence, workflow, etc., using verbs whenever possible (e.g., compiled, tracked, reported,
wrote, organized, etc.).

Developed Financial Planning Minor Program.

3. Skills in Leadership/Training — If applicable, describe your management and/or training activities - include
the number of people. Indicate any form of direction, orientation, training, or leadership that you provided
(formally or informally).

 Developed four new courses in Finance.

4. What technologies did the client use in this position (Software Applications (Word, Excel, PowerPoint,
Outlook, InDesign, Access, etc.; Platforms / Operating Systems (Windows, Mac OS, Linux, Unix, etc.;
Programming Languages:

Canva, Different Databases including Morningstar, Money Guide-Pro, e-money, and other financial planning
software, Microsoft Office Suite.

Please tell me about some of your achievements / contributions / special projects in this role:
1. In what ways were you instrumental in suggesting or implementing new processes / procedures?

 Acquired grant to develop Financial Planning Minor Program.

 Volunteered for Council on Education of CFP Board to develop educational requirements for the
Financial Planning profession.

2. In what ways were you set apart from others who have held the same position?

 Starting of a Student Investment Club.

 Networking with industry professionals to create numerous opportunities for graduating students.

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3. Did you win any awards in this position?

 InvestmentNews Excellence in Diversity and Inclusion Award.

 Excellence Awards for Service.
 Merit Award in Teaching, Research and Service.
 Excellence Award for Student Advising.
 Scholarship recipient to attend the Centre for Creative Leadership program.

4. Are there any hard numbers you’d like to include for this position – increased revenue, decreased
turnaround, etc.?

Position #3
Job Title: Assistant Professor of Finance.
Employer Name, City, State: Wilkes University, Wilkes-Barre, PA.
Dates at Position MM/YYYY to MM/YYY: 08/2005 to 07/2010
What is the most important aspect of this position?

 University Liaison for developing an international program.

What is the second most important aspect of this position?

 Establishing Student Investment Club.

Please answer the following:

1. Skills with People — Include the nature of your interactions with customers, vendors, managers, coworkers,
other departments, etc., using verbs whenever possible (e.g., coordinated, presented, informed,
communicated, etc.).

 Coordinated with two culturally different universities with the same underlying goal of student success.

2. Skills with Information — Include administrative functions involving record keeping, accounting, policies,
reports, correspondence, workflow, etc., using verbs whenever possible (e.g., compiled, tracked, reported,
wrote, organized, etc.).

 Mentoring and advising students.

 Doing research on difference topics in Investments.

3. Skills in Leadership/Training — If applicable, describe your management and/or training activities - include
the number of people. Indicate any form of direction, orientation, training, or leadership that you provided
(formally or informally).

 Collaborated in developing 1+1 MBA program with Punjabi University and Wilkes University.
 Cultural Liaison representing Wilkes University at the Indian University.

4. What technologies did the client use in this position (Software Applications (Word, Excel, PowerPoint,
Outlook, InDesign, Access, etc.; Platforms / Operating Systems (Windows, Mac OS, Linux, Unix, etc.;
Programming Languages:

Microsoft Office Suite, SPSS, Different Databases.

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Please tell me about some of your achievements / contributions / special projects in this role:
1. In what ways were you instrumental in suggesting or implementing new processes / procedures?

My cultural diversity, having lived and worked in three different countries helped to successfully cement the
MOU between Wilkes University and Punjabi University.

2. In what ways were you set apart from others who have held the same position?

Being collaborative and intentional in achieving goals for student success.

3. Did you win any awards in this position?

Mentoring Grant.

4. Are there any hard numbers you’d like to include for this position – increased revenue, decreased
turnaround, etc.?

Position #4
Job Title: Assistant Professor of Finance.
Employer Name, City, State: Bloomsburg University of Pennsylvania, Bloomsburg, PA.
Dates at Position MM/YYYY to MM/YYY: 08/2003 to 07/2005
What is the most important aspect of this position?

What is the second most important aspect of this position?

Please answer the following:

1. Skills with People — Include the nature of your interactions with customers, vendors, managers, coworkers,
other departments, etc., using verbs whenever possible (e.g., coordinated, presented, informed,
communicated, etc.).

2. Skills with Information — Include administrative functions involving record keeping, accounting, policies,
reports, correspondence, workflow, etc., using verbs whenever possible (e.g., compiled, tracked, reported,
wrote, organized, etc.).

3. Skills in Leadership/Training — If applicable, describe your management and/or training activities - include
the number of people. Indicate any form of direction, orientation, training, or leadership that you provided
(formally or informally).

4. What technologies did the client use in this position (Software Applications (Word, Excel, PowerPoint,
Outlook, InDesign, Access, etc.; Platforms / Operating Systems (Windows, Mac OS, Linux, Unix, etc.;
Programming Languages:

Please tell me about some of your achievements / contributions / special projects in this role:

5
1. In what ways were you instrumental in suggesting or implementing new processes / procedures?

2. In what ways were you set apart from others who have held the same position?

3. Did you win any awards in this position?

4. Are there any hard numbers you’d like to include for this position – increased revenue, decreased
turnaround, etc.?

Position #5
Job Title:
Employer Name, City, State:
Dates at Position MM/YYYY to MM/YYY:
What is the most important aspect of this position?

What is the second most important aspect of this position?

Please answer the following:

1. Skills with People — Include the nature of your interactions with customers, vendors, managers, coworkers,
other departments, etc., using verbs whenever possible (e.g., coordinated, presented, informed,
communicated, etc.).

2. Skills with Information — Include administrative functions involving record keeping, accounting, policies,
reports, correspondence, workflow, etc., using verbs whenever possible (e.g., compiled, tracked, reported,
wrote, organized, etc.).

3. Skills in Leadership/Training — If applicable, describe your management and/or training activities - include
the number of people. Indicate any form of direction, orientation, training, or leadership that you provided
(formally or informally).

4. What technologies did the client use in this position (Software Applications (Word, Excel, PowerPoint,
Outlook, InDesign, Access, etc.; Platforms / Operating Systems (Windows, Mac OS, Linux, Unix, etc.;
Programming Languages:

Please tell me about some of your achievements / contributions / special projects in this role:
1. In what ways were you instrumental in suggesting or implementing new processes / procedures?

6
2. In what ways were you set apart from others who have held the same position?

3. Did you win any awards in this position?

4. Are there any hard numbers you’d like to include for this position – increased revenue, decreased
turnaround, etc.?

YOUR EDUCATION
Degree #1
Degree Title (MA, MSc, BA, BSc, PhD) MBA (Finance)
University/College Name & Location: University of Saskatchewan, Saskatoon, Canada
Honors/Awards:
Degree #2
Degree Title (MA, MSc, BA, BSc, PhD) MS (Economics)
University/College Name & Location: Lehigh University, Bethlehem, PA
Honors/Awards:
Degree #3
Degree Title (MA, MSc, BA, BSc, PhD) PhD (Business and Economics), Finance Concentration
University/College Name & Location: Lehigh University, Bethlehem, PA
Honors/Awards: Grants
ADDITIONAL INFORMATION
Certifications/Licenses:

Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Retirement Income Certified professional
(RICP), Enrolled Agent (EA)

Professional Training:

Executive Education (Client Psychology), Wharton

Maximizing your Leadership Potential, Centre for Creative Leadership
Case Methods Teaching Seminar, Harvard Publishing

Professional Affiliations:

CFP Board, CFA institute, Financial Planning Association (FPA)