FIVE-YEAR MARKETING PLANCesar Q. Del Rosario, Jr.

“Success consists of going from failure to failure without loss of enthusiasm.” – Winston Churchill

Quick Facts

•Cesar Q. Del Rosario, Jr. •Born June 2, 1992•Stockton, CA•Finance Major, Junior•Move to New York City because of its title

as the Financial Capital of the World.

Vision

•To make sure that clients in the future have the tools necessary to become financially sound by having a humble sized nest egg come retirement.

• to become self sufficient and able to find a job in the financial market sector preferably in investments, mutual funds, and/or retirement planning that makes enough money to live a comfortable life and have a manageable work schedule.

5-Year Goals

•Receive Licensure in Life and Health Insurance

•Take the GMAT •Complete B.S. Finance•Enroll/Complete in M.B.A. Program•Certification in Series 6, 7, 63•Chartered Financial Analyst Certification

Pathway To New York UniversityStern School of Business

New York University Academic Profile

New York University – Stern

Average undergraduate GPA 3.42

Undergraduate GPA 80% range 3.0-3.8

Average GMAT score 719

GMAT score 80% range 680-760

Average years of work experience 4.7

Minority students 34%

International students and dual citizens

33%

Female students 33%

Underrepresented minority students 16%

Strengths• GPA falls within 80% Range• Average Work Experience is 5.5 years• Minority Student• RHA Senator of Carey Hall (2009-10),

Member of St. John’s University Debate Society, Member of Leadership Development

• Volunteer at: St. Mary’s Interfaith Community Services, 3rd Degree Holder from the Knights of Columbus, Filipino Catholic Association

• Public Speaking Skills, Presentation Skills, Understanding of Management through professional work experience

Weaknesses

•Cumulative GPA does not meet average undergraduate NYU GPA.

•No GMAT Score•No other significant co-curricular

leadership positions.

Opportunities

•Internship opportunities with Aflac, New York Life.

•Achieve a minimum of 700 on GMAT this August.

•Graduate Admissions Assistance Program Summer Research Funding: ▫The Psychology of Business Management

Threats

•4,416 applications received, 391 total class size = 8.85% acceptance rate

•GMAT format change

Plan “B”City

University of New York,

Baruch(Zicklin)

St. John’s University

(Tobin)

Fordham University

(GSB)

University of California, Berkeley

(Haas)

Columbia University

(Columbia BS)

Tuition (Entire MBA)

$51,356.00 $55,370.00 $80,676.00 $92,832.00 $113,180.00

Enrollment (Full Time MBA)

122/2,473 248/784 550/1,497 492/1,511 1,278/2,281

GMAT score 627 557 609 715 716

Average Undergraduate GPA

3.3 3.3 3.64 3.5

Work Experience

4.67 6 5 5

[1] http://zicklin.baruch.cuny.edu/admissions/grad/student_profile.html[2] http://www.businessweek.com/bschools/rankings/full_time_mba_profiles/stjohns.html[3] http://www.businessweek.com/bschools/rankings/full_time_mba_profiles/fordham.html[4] http://mba.berkeley.edu/community/classprofile.html[5] http://www4.gsb.columbia.edu/mba/admissions/classprofile

2012 2013 2014 2015 2016 2017

1Q Career Fairs, Career Center, Life and Health Insurance License

Internship CPA EXAM III (PLAN A)

2Q Internship, GMAT, GAAP Summer Research

B.S. Finance, St. John’s University

M.B.A. Finance, Accounting or Management.

CPA EXAM IV (PLAN A)

3Q Internship,GMAT

Job in Financial Sector, M.B.A. Program

CPA EXAM I (PLAN A)

4Q Internship Series 6, 7, 63 Licensing.

CPA EXAM II (PLAN A)

Chartered Financial Analyst Preparation

EDUCATIONAL TIME LINE

FINANCIAL TIME LINE 2013 2014 2015 2016 2017

1Q

2Q Begin paying off Student Debt, Job

Begin search for Permanent Life

Insurance

3Q Begin funding on a mutual fund or Major Investment, Rent a studio apartment in

Manhattan.

4Q

Thank You!Any Recommendations?