Financial Analyst

Qualifications Profile

Dynamic, results-focused, and detail-oriented professional, offering hands-on experience in finance and portfolio management as well

as investment and property analysis. Adept at evaluating accounts and portfolios to adhere with client specifications through in-depth

knowledge of financial practices. Equipped with the ability to identify opportunities and resolve complex problems to attain company

growth. Consistently recognized as an effective leader and team player; capable of achieving set-forth goals by expertly delegating

tasks to appropriate personnel.

Areas of expertise include:

Portfolio Development Leadership and Team Building Account Management Finance Management Risk Assessment and Mitigation

Budget and Forecasting Core Business Processes Cross-functional Collaboration Research and Evaluation

Relevant Experience

Freelance Louisville, KY

Portfolio Manager, Independently Operated 2013–Present

Assume full responsibility in rebalancing client portfolios to suit the proper risk tolerance of each account.

Conduct comprehensive research on publicly traded companies and municipality and taxable bonds for potential investments.

Expertly apply margin trading, tax loss harvesting, and alternative investments to hedge against the volatility of highly-appreciated

and concentrated stock.

Function as sole financial advisor for seven multimillion-dollar accounts as well as sole trustee for four separate accounts valuing

$900K.

SFW Properties LLC Lexington, KY; Louisville, KY

Real Estate Analyst and Resident Agent 2015–Present

Take charge of researching investment properties to determine undervalued and income producing assets.

Effectively handle multiple properties acquisition as a limited power of attorney.

Delegate multiple contractors from various job sites to repair and renovate assigned areas.

Other Experience

Skinner Green Environmental Louisville, KY

Greenhouse Construction 2013

Education

Specific Degree: Double Major in Finance and Economics: In Progress (Expected Year of completion: 2016)

William C Parker Scholarship

University of Kentucky Lexington, KY

Activities

Volunteer Member Educator, 2014–2015

Volunteer Event Planner, 2013–2015

Sigma Alpha Epsilon Fraternity

Volunteer and Philanthropist

DanceBlue Greek Sing Veteran’s Hospital of Lexington Henry’s Ark

University Idol Paddy Murphy Week Big Brother Big Sister

Technical Acumen

Microsoft Office Suite (Word, Excel, and PowerPoint) Abode Photoshop Final Cut Pro

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