1. David C. Whitmore
20319 Rue Crevier, Apt. 557 (203)470-5713
Santa Clarita, CA 91351 dwhitmor@alumni.nd.edu
● University of Notre Dame Graduate and National Merit Scholarship Finalist
● Fast Learner passionate about continuously improving client experiences and team performance
● Enjoys sophisticated and complex projects requiring intelligence, hard work, and team effort as
demonstrated across the diverse areas of HIV/AIDS services,comprehensive wealth management, and
User Research and Behavioral Design of leading small business software programs
SELECTED JOB EXPERIENCE:
● Financial Planning Assistant, Family Wealthcare LLC in Bethel, CT Jan 2013 - May 2015
○ Ran, analyzed and presented comprehensive financial plans including client investment risk and
personality profiles and cash flow, debt, net worth, income tax, and estate planning models
○ Ran robust Monte Carlo analyses to help clients with retirement income and college financial
planning
○ Built Investment and Asset Allocation Plans and ran Insurance needs analyses
○ Professional Naviplan Level 2 planning software user
○ Designed, developed and implemented company website using AdvisorWebsites™
● Direct Care Professional, ResCare in South Bend, IN July 2014 - Oct 2014
○ Provided medical and lifestyle assistance to help severely disabled individuals reach their highest
level of independence and quality of life
● User Research/BehavioralEconomics intern, Intuit Inc. in Mountainview, CA May 2013 - Sept 2013
○ Designed, ran and presented findings from qualitative and quantitative user research experiments
to help design teams improve software products
○ Shadowed a successfulmanager and produced a training manual documenting her most
productive techniques. This manual became a standard resource within the Business Unit.
● Lighting Pro and Marketing Assistant, CT Energy Store in Brookfield, CT Jan 2013 - May 2013
○ Worked to maximize energy efficiency for CT home owners
● HIV/AIDS Services Intern, Liberty Resources in Syracuse,NY May 2012 - Aug 2012
○ Helped Impoverished, HIV positive community in Syracuse
● Student Employee, University of Notre Dame in Notre Dame,IN Sept 2009 - Dec 2014
○ Food Services and Program of Liberal Studies
● Golf Course Employee, Redding Country Club in Redding, CT May 2010 - June 2012
○ Dealt with customer service, event planning and golf course management
● Owner,Operator and Instructor, Whitmore’s Swim Lessons in Bethel, CT June 2007 - Aug 2009
○ Ran a one man private swimming instruction business for children of all ages and skill levels
COMMUNITYSERVICE HIGHLIGHTS:
● Volunteered in Lourdes, France and Cusmapa, Nicaragua during high school
● Worked as HIV/AIDS intern in Syracuse,provided childcare in at risk schools and homeless shelters,
worked at a soup kitchen and volunteered in Appalachia while at Notre Dame
EDUCATION:
● University of Notre Dame Graduate Class of 2015
▪ BA in the Program of Liberal Studies with thesis examining brain damage in former football players
● Valedictorian and National Merit Scholarship Finalist at Canterbury School in New Milford, CT
● Technical Skills Include:
▪ Microsoft Word, Excel, PowerPoint and all equivalent Google Apps
▪ Website Design and Implementation, SurveyMonkey, NaviPlan, Mechanical Turk
▪ Adept at learning how to skillfully use any and all new operating systems and software tools
References provided upon request