Mark Agnew

5912 Sandhurst Ln. #238 Dallas, TX 75206 214.435.3303 magnew@smu.edu

EDUCATION Southern Methodist University, Edwin L. Cox School of Business, Dallas, TX Bachelor of Business Administration, Financial Consulting Minor in Journalism Cumulative GPA: 3.5/4.0 SMU University Scholar, Rotunda Scholar City University London, Cass Business School, London, England 15 hours earned toward general/business curriculum College For Financial Planning, Greenwood Village, CO CFP Certification Professional Education Program May 2012

Fall 2010 Expected CFP exam date: Mar. 2013

WORK EXPERIENCE Elite Financial Management, Dallas, TX Wealth Management Intern Feb. 2011 Aug. 2011 Prepped for client meetings by generating Morningstar reports, developing client account performance spreadsheets, and creating financial plans using Plan Builder Redesigned and published firm newsletter to distribute to existing and prospective clients using Publisher Researched client relationship management and financial planning software for firm implementation The Daily Campus, Dallas, TX Staff Writer Composed a nine-week column focused on personal finance issues facing college students Spring 2011

Carter Financial, Dallas, TX Investment Conference Intern Nov. 2008, 2009 Coordinated various logistics at annual client investment conference for over 250 attendees Greeted clients and monitored flow of three distinguished speaker sessions Student Media Company, Dallas, TX Advertising Sales Representative Sept. 2008 Nov. 2009 Earned 2008 2009 Top Sales Representative award for exceeding sales quotas Cold called prospects and pitched products based on client needs Attended College Newspaper Business Advertising Manager Conference in Charlotte, NC (March 2009) LEADERSHIP AND ACTIVITIES Financial Planning Association Oct. 2008 Present Student Member Attended annual conference, FPA Experience 2011 in San Diego, California, to enhance industry knowledge and expand professional network Participated in mentorship program with Trudy Turner, CFP, CPA, co-chair FPA Diversity Committee Student Foundation Director of Finance Jan. 2011 Dec. 2011 Managed $100k budget for homecoming, family weekend, Celebration of Lights, and other campus events Secured the most funding among student organizations through Student Senate budget approval process Business Services Advisory Panel Selected Member Jan. 2010 Present Articulate student opinion to senior administration and maintain confidentiality of university projects OTHER Beta Theta Pi fraternity Founding Father, re-chartered chapter at Southern Methodist University Relay for Life SMU Executive Board Sponsorship Chair (2009), Beta Team Captain (2010) Civil Rights Pilgrimage Visited historical landmarks throughout the South over spring break 2010