Jeremy Wedlow
Oak Park, MI 48237 ***********@***.***
Financial Analyst
PROFILE FX Market Analyst with years of financial experience to excel in an opportunity in trading with complex securities within foreign exchange markets.
• Financial / Investment Experience: Demonstrated personal enthusiasm and knowledge of stocks, bonds, mutual funds, global money markets, binary option, multiple trading platforms, and investment banking knowledge. Effectively analyze market conditions and trends and research trading opportunities. Academic background in business management, finance, and accounting. Accounts with GFT, E*Trade Financial, Share Builder, IG Markets, and online Forex groups.
• Team Building and Leadership: Proven talent for engaging team members and facilitating project and program success to achieve objectives. Motivational and productive team player and leader; adept at communicating ideas and information clearly and effectively. Ability to meet deadlines in a volatile environment based on strong analytical skills.
• Client Service: Assess customer needs; suggest products and solutions to provide key benefits. Establish trusting and lasting client relationships to drive profit enhancement and stimulate maximum satisfaction and retention.
• Strengths/Accomplishments: Extremely hard worker with an incredible drive to succeed and flourish within the financial sector. Finely tuned analytical skills with a solid understanding of financial principles and methods. Excellent time management and organizational skills. Deal Desk platforms, Proficient in Microsoft Office Suite, MathCAD, Adobe, Oracle, Maple, Blackboard, Symantec Ghost, and additional trading applications.
EDUCATION
Lawrence Tech University – Southfield, MI
Master of Business Administration – Finance (2011)
Lawrence Tech University – Southfield, MI
Bachelor of Business Administration – Business Management (2009)
EMPLOYMENT
03/2011- present Financial Analyst Heber Fuger Wendin
Assisting the Executive officer and Senior Partners with client’s portfolios, help build and tailor investment review & analysis programs for the clients, reconcile call/thrift reports with adjusting rolling quarter journals. Up load and pull credit risk rates, client attribute files & insurance swaps using TPG and Bloomberg programming, daily economic briefings, and data entry.
Key Achievements
• Balancing clients financial reports
• Creating Investment research & analysis reports
• Reconcile assets and expense reports
• Extracting clients Monthly Asset liability data
• Process both quarter and yearly internal/external audit reports
• Assisting in allocating portfolio risk management
• Manage credit rating portfolio security listings
03/2008 – 2010 Internship FX Apprenticeship Straightway Holding LLC
FX apprenticeship included, collecting economic data, running fundamental analytical scans, FX (spot) chart analysis, FX (spot) trading, candle charting analysis, retracement analysis, monitoring market behavior, peer review, option hedging, technical analytical scanning, journal and data entry, back testing, weekly trade scheduling, binary leveraging, and trade placements.
Key Achievements
• Forecasting Economic data for key entry and exist positioning.
• Hedging FX (spot) trades using binary option for substantial leveraging.
• Build strong relationship with foreign Dealer Desk
• Fundamentally and technical performed trades yielding over 1200% return for the position.
• Participant in weekly discussion forms regarding major global economic data, such as, ISM/Non Manufacturing PMI reports, Retail sales reports, Core durable goods data, Consumer confidence reports, Philly Fed Manufacturing Index, Unemployment Rates, Unemployment Claims, Trade Balance, Testimony Speeches, Bank Rates, Commodity spikes, Prelim UoM Consumer Sentiment, Home Sales, Global and International economic conditions, Monetary deployment used by the Federal Reserve, and political/ governmental influences.
09/2005 – 2009 Help Desk Professional Lawrence Tech University
Update software, test hard drives handle network support for the University, along with inventory management and phone switchboards. Use complex software packages and train end-users on proper implementation.
Key Achievements
• Maintain high level of customer satisfaction for over three years with recognition of contributions.
• Train new employees on the processes and functions of the department.
• Help lead major projects that promote departmental support and build relationship within community.
ORGINIZATIONS
Oak Park Community Chess Club • Volunteer of the Habitat for Humanity • Oakland County Young Republican • Detroit Conservative Society