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Click here or scroll down to respond to this candidate Candidate's Name
Windsor Locks, Connecticut Street Address | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE
https://LINKEDIN LINK AVAILABLE
FINANCIAL ANALYST
H EA D L I NE
Analytical, goal-focused, and growth-driven professional with proven experience in financial reporting, market research, risk
assessment, and data gathering and analysis.
QU A L I FI C A T I ON S P R OF IL E
Armed with strong ability to interpret complex financial data, identify trends, and generate comprehensive reports that drive
organizational success. Equipped with articulate communication and interpersonal skills in establishing positive relationships
with clients, colleagues, and other professionals at all levels. Competent in managing customer interactions and engaging face-
to-face with government regulators, including the Securities and Exchange Commission (SEC).
C OR E C O M P ET ENC I ES
Market Research and Analysis | Teamwork and Leadership | Cross-functional Collaboration | Regulatory Compliance
Profit Optimization | Trading Strategy Evaluation | Problem and Conflict Resolution | Portfolio Assessment
ED U C A T I ON
Accumulating 36 credits in Accounting, In Progress Connecticut State Community College, New Britain, CT
Expected Completion Date: 05/2025 | Pursuing CPA Exams (Summer 2025)
Bachelor of Arts in Economics, 05/2022 University of Connecticut, Storrs, CT
Dean s List | Choose a Challenge Member | HuskyTHON Participant
P RO F E SS I ON A L E XP E RI EN C E
Referee UNITED STATES SOCCER FEDERATION | Northeast 07/2018 Present
o Lead a team of three to oversee and manage a soccer game, ensuring a safe environment was maintained.
o Instruct and mentor junior officials, providing constructive feedback on performance throughout the game to aid in
development and improvement.
Associate GREENWICH WEALTH MANAGEMENT LLC | Greenwich, CT 05/2022 07/2024
o Worked in a wealth management firm with over $2B in assets under management, collaborating with a team of four other
wealth management advisors.
o Implemented proactive strategies toward full regulatory requirements compliance, in collaboration with a senior
compliance officer, such as facilitating compliance training for employees on new SEC regulations and cybersecurity as
well as updating all compliance documents in line with SEC guidelines.
o Assumed responsibility for analyzing strategies for option liquidity and pairs trading, including handling an $8M account
to implement and test a new pairs trading strategy for a client.
o Demonstrated strong familiarity in utilizing Interactive Brokers, Charles Schwab, and other trader workstation online
trading platforms and financial custodians.
o Conducted risk assessments for substantial assets, guaranteeing ongoing communication through the distribution of
progress reports and statements.
o Performed in-depth financial analysis to offer strategic recommendations that support decision-making and business growth,
along with market analysis and client portfolio evaluation to advise on profitable investment decisions
o Updated compliance documents to reflect the firm s adherence to SEC guidelines,
o Coordinated with senior management to monitor market trends, forecast financial performance, and develop effective
risk management strategies.
o Generated and maintained financial statements and Excel reports, including market tracking sheets and client portfolio
analyses, to optimize profits and address the specific needs of each client.
o Prepared monthly client reports, including individual and family account presentations, monthly updates, and current returns.
Sales Associate (Seasonal) L.L. BEAN | South Windsor, CT 11/2021 02/2022
o Operated the cash register and collaborated with a large team to enhance sales revenue during the holiday season.
C OM M U NI T Y I NV O LV E M EN T
Volunteer, Fundraising for Saint Jude Children s Hospital
T EC H N IC A L SK I L LS
Microsoft Office Suite (Word, Excel, and Power BI) | VLOOKUP | Pivot Table | SQL | Interactive Brokers Trader Workstation
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