John Anthony Lieb

About Me

Finance degree from Florida State University. I hold my series 7 and 63 licensing. Capable, confident and punctual. I consider my drive to be my greatest asset.

Location

Charlotte, NC
Daphne, AL
Education
    Florida State University
    August 2015 - December 2017
    degree
    Bachelor's
    major
    Finance
    coursework
    Financial Management of the Firm
    Financial Markets, The Banking System, and Monetary Policy
    Financial Markets, Institutions, and International Finance Systems
    Cost Accounting
    Multinational Financial Management
    Problems in Financial Management
    Security Analysis and Portfolio Management
    Spanish I and II
Work Experience
    LONDON STOCK EXCHANGE
    Analyst, Index Products
    Charlotte, NC, United States, 28245
    April 2020 - present
    company
    LONDON STOCK EXCHANGE
    title
    Analyst, Index Products
    overview
    • Create sales/marketing materials by conducting research and calculating index performance metrics, summarizing index methodology and historical trends for our FTSE Russell index lines against our competitors such as Dow Jones, S&P, and many other public/private institutions. • Index Maintenance such as commissions, decommissions, creating Bloomberg tickers for new indexes and ETFs, and contributing to periodic re-balancing. • Take on a variety of ad-hoc projects utilizing a variety of common data referencing and reporting platforms to promote solutions for the sales team and the company to help drive business. • Leading post-merger efforts to consolidate and optimize the London Stock Exchange Stock Turnover tool through collaboration, analysis, and projecting needs versus achievable functions.
    Bank of America
    Business Analyst IV
    Charlotte, NC, United States, 28245
    September 2019 - April 2020
    Wells Fargo Advisors
    Trading Representative
    Charlotte, NC, United States, 28245
    February 2018 - September 2019
    Pilot catastrophe services
    Insurance Fraud Analyst
    October 2012 - January 2013
Fun Fact

I made over an 800% return on the first stock I ever bought.

Passion

Working in corporate finance and working with investments. I like working with numbers and creating financial performance forecasts.

Skills
Languages
Spanish
Technical skills
sql
Skills
Microsoft ExcelMicrosoft PowerPointMicrosoft WordMultitaskingMySQLTableau
Leadership
    Accounting Club
    Financial Management Association
    Kappa Sigma
Hobbies
Investing