Lead Analyst for the drafting of the investment Committee and the marketing and execution of the firm's proprietary database. Responsible for the creation of a quantitative and qualitative model for the global equities portfolio.
Provide training to the portfolio Manager on the development of a strategy for the client base. Operations include the creation of a new client relationship.
Responsible for the communications of the exchange rate and the impact of the company’s website. This included the creation of a new web based application, which was used to track and manage the company's website.
Developing and implementing a new business model for the company. The firm has resulted in a 10% increase in revenue.
Responsible for the development of the new business and the creation of a new marketing plan for the company. I am also responsible for the creation of a new and more efficient and effective marketing campaign.
Manage the firm's largest client in the US, Canada, and Mexico. Also, responsible for the development of a new global marketing strategy.
North Shore Community College
Responsible for the valuation of the company’s largest public company in the United states. (2), a Fortune 500 company.
Responsible for the preparation of the annual budget and quarterly forecasts. Developed and maintained the financial model for the company.
Responsible for the development of the company's first ever-changing business model. Developed and implemented a new financial model to track the performance of the company.
Managed a portfolio of over $1 billion in assets and a total of $2.7 million in assets. This included the development of a new financial model, a comprehensive and customized investment plan.
Developed and implemented a new investment strategy for the company. Created and managed a portfolio of over $1.5 billion in assets.
Led the successful sale of the company to a new business unit. Managed the acquisition of a competitor. Provided financial support to the CEO.