- Researched potential securities to invest in that aligned with the goals of the portfolio
- Updated and evaluated Macroeconomic conditions to adjust the portfolio
- Forecasted target prices of different equities utilizing different models such as
- WACC, P/E, EV/EBITDA, and capitals structures
- Constructed pitches and sector outlooks presentations to persuade peers to buy or sell
R
ReCalc Academy
January 2023 - present
T
The International
January 2019 - present
F
Fidelity Investments
Customer Relationship Advocate
SMITHFIELD, RI, US
January 2023 - December 2023
T
TruGreen
Landscaper
PLYMOUTH, MA, US
January 2021 - December 2021
Skills
Accounting ControlBasketballBootcampBusiness AdministrationBusiness Analytics ApplicationsCash ManagementCorporate FinanceCustomer Relationship ManagementCustomer SatisfactionEmployee RetentionFinancial AnalysisFinancial InstitutionFinancial ModelingFinancial SecuritiesFinancial StocksHealth CareInvestment StrategiesIrrigation (Agriculture)Knowledge of EconometricsKnowledge of FinanceLandscapingLeadershipLeveraged BuyoutMacroeconomicsMicrosoft ExcelMoney InvestmentsParks and Gardens MaintenancePersuasivenessPortfolio ManagementPresentationsPrivate EquityProfitability AnalysisPython (Programming Language)Risk AnalysisRStudioSalesStrategies of Pricing