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Financial Professional Experience

Location:
Birmingham, AL
Posted:
November 05, 2017

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Resume:

Ryan Whitlock

256-***-**** ac25am@r.postjobfree.com

EDUCATION

Samford University, Brock School of Business Birmingham, AL Bachelor of Science in Business Administration – Finance Major December 2017 Correlated Coursework

Financial Accounting, Managerial Accounting, Quantitative Methods, Financial Statements Analysis, Securities Analysis, Financial Institutions, Investments, Financial Management, Personal Finance, Business Strategy, and Managerial Values Academic Experience

Executed a top-down valuation analysis on Delta Airlines and implement a PowerPoint presentation to the CFA Institute. Planned a differentiator business-level strategy with a SWOT and Value Chain analysis selling drones and action cameras. Researched bank holding companies as financial institutions while utilizing data from the FDIC, FRS, and Bloomberg. Served as an officer in BANKEXEC and contributed to decisions with loans, deposits, securities, and treasury tactics. PROFESSIONAL EXPERIENCE

Quantalytix, Inc. Birmingham, AL

Quantitative Analyst May 2017-Present

•Began learning software language 'R' for mortgage backed securities, and risk modeling.

•Generated reports utilizing GNMA mortgage data, EDGAR 10-K, and 10-Q reports with excel pivot tables for management.

•Quantified pro forma financial statements for capital raising projects and executed PowerPoint presentation deck. Chick-fil-A, Brookwood Village 00020 Birmingham, AL Financial Return Leader and Shift Leader November 2016-Present

•Evaluated financial statements and executed cost reconciliation forecast of actual versus budget for business activity.

•Communicated to vendors, issued supply payments, and implemented capital risk management of franchise’s earnings.

•Lead operational shifts and guided team toward execution of operational stewardship and sales service goals. Northwestern Mutual Huntsville, AL

Financial Representative May 2016-November 2016

•Built financial plans for the needs of individuals, families, and businesses.

•Presented solutions to clients in planning by gathering data and analyzing goals.

•Established new accounts, built a book of business in risk management, accumulation, preservation and distribution planning. CERTFICIATIONS AND TECHNOLOGICAL SKILLS

Professional Licensure

State of Alabama Producer’s License for Life and Health Insurance Summer 2016 Technology

Bloomberg, Morning Star, EDGAR, Apple IOS, Windows 10, Microsoft 365 (Word, Excel, PowerPoint, SharePoint, Access) LEADERSHIP AND INVOLVEMENT

Honors and Organizations

Eagle Scout, National Eagle Scout Association (NESA) Fall 2012 Legacy Scholarship Award, Samford University Fall 2013 Volunteer, Habitat for Humanity Fall 2014

Member, Brock School of Business' Financial Management Association Spring 2016 Semifinalist, CFA Global Investment Research Challenge Competition Spring 2017 Mentoree, EFQA Department Mentoring Program Fall 2017



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