Timothy Burger



Timothy R. Burger

TimothyBurger@

Education

Master of Business Administration

• Emphasis in Finance, University of Kansas, December 2005

• Specific course work in portfolio management, investment analysis and risk analysis

Bachelor of Arts

• Political Science, University of Kansas, 2001

Professional Experience

UMB Investment Management, Equity Analyst (2006-Present)

• Provided equity research coverage of the industrial sector including the transportation, capital goods, aerospace and defense and industrial conglomerate sub-sectors.

• Generated buy and sell recommendations for the UMB Scout Stock and UMB Scout Mid-Cap mutual funds as well as the UMB Core Equity Portfolio.

• Responsible for developing price targets based on fundamental analysis including discount free cash flow models and sum of the parts break up analysis.

UMB Financial, Management Rotation Program (2006)

• Managed the implementation of UMB Investment and Wealth Management’s SMA platform, responsible for coordinating the work of teams inside and outside of the UMB organization.

• Participated in a comprehensive management development program

University of Kansas Endowment APM Portfolio, Research Intern (2005)

• Researched companies for inclusion in a global micro to mid-cap portfolio

• Modeled financial statements for both current and prospective holdings

UBS Wealth Management, Financial Advisor (2003-2004)

• Created and managed stock, bond, and ETF portfolios for brokerage clients

• Advised clients regarding estate planning and other complex personal financial decisions

American Express Financial Advisors, Financial Advisor (2001-2002)

• Ranked in the top 10% for new client acquisition in the Kansas City Market Group

Licenses and Professional Associations

CFA Level 3 Candidate - Passed Level 3 exam, eligible for charter pending approval of work experience

Series 7 License – National Association of Securities Dealers General Securities Representative

Series 66 License – National Association of Securities Dealers Investment Advisor Representative

Bloomberg Professional Certification – Equities and Fixed Income

Additional Experience

Teaching Assistant, University of Kansas School of Business (2005)

• Taught undergraduate and graduate finance students techniques required for equity analysis, including discount free cash flow modeling and financial statement analysis.

Writing Assistant, Investing in China Conference (September 2004)

• Researched and composed articles for the University of Kansas Investing in China conference.

Team Member, University of Oklahoma MBA Case Competition (2005)

• Collaborated with a small team of MBA students to prepare and present case analysis.

Intern, United States Senator Pat Roberts and Senator Sam Brownback (May-August 1999)

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