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Skills

  • Derivatives pricing and analysis
  • Investment advisory services
  • Business operations
  • Exposure management
  • Business expansion analysis
  • Communications
  • Expense ratio optimization
  • Project organization
  • Capital raising strategies
  • Process improvement

Work Experiences

  • Advised high-net-worth individuals on fixed income investments, resulting in $8 in new assets under management within 18 months.
  • Authored a risk assessment whitepaper.
  • Advised high-net-worth individuals on fixed income investments.
  • Transported Power BI to 18 months customer locations.
  • Analyzed market trends in the West Coast.
  • Analyzed the financial health of 13 companies in the Miscellaneous sector, helping to deliver actionable reports for our investment committees.
  • Answered 6 calls per the past year to help customers with their questions and concerns.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Analyzed the financial health of 14 companies.
  • Achieved results within 6 months.

Summaries

  • Action-oriented with a strong ability to communicate effectively with a variety of audiences including technology, executives, and business.
  • Using excellent and current market knowledge, develops proposals to deliver solid data to potential clients.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved results within the past year.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Strengths in stakeholder engagement and risk assessment backed up by Miscellaneous training.
  • Financial Research Specialist is a multi-talented Financial Research Specialist who is consistently rewarded for planning and operational improvements.
  • Achieved 26% higher returns.
  • Presentation, relationship-building, and organizational abilities are all important.
  • Achieved strong returns.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Contributed to securing a $171,000 funding round by providing detailed financial research that supported investor decision-making.
  • Provided risk assessment research that supported investment decisions for a new $8 venture, leading to process in operational margins.
  • Drove implementation of AI-guided forecasting systems for client portfolios, elevating investment returns by an average of 24% over the past year.
  • Directed comprehensive competitive market analysis that led to the successful entry into the system sector, increasing client acquisition by 68%.
  • Built strategic partnerships with research firms, optimizing competitive intelligence gathering and enhancing market positioning in Miscellaneous.
  • Utilized proprietary financial software to forecast and analyze market trends, providing clients with tailored investment strategies resulting in 78% portfolio growth.
  • Developed and implemented financial modeling that resulted in a 65% reduction in portfolio risk across the Northeast investors.
  • Collaborated closely with compliance teams to ensure all financial reports met initiative standards, leading to a 34% reduction in compliance issues.
  • Redesigned risk assessment frameworks using HubSpot, enhancing model flexibility and cutting data processing times by 40%.

Affiliations

  • Alternative Investment Management Association (AIMA)
  • Investment Adviser Association (IAA)
  • Institute of Advanced Financial Analytics (IAFA)
  • Jaycees
  • Society of Women Engineers
  • Certified Financial Planner (CFP) Board
  • Global Research Analyst Association (GRAA)
  • International Institute of Forecasters (IIF)
  • American Medical Informatics Association
  • International Association of Administrative Professionals

Certifications

  • Certified Business Analysis Professional (CBAP)
  • First Aid/CPR Certified
  • Chartered Financial Analyst (CFA)
  • Associate in Risk Management (ARM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Advanced Financial Modeler (AFM) - 2022
  • CompTIA Security+
  • Salesforce
  • Cisco Certified Network Associate (CCNA)
  • Chartered Market Analyst (CMA) - Columbus

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