Occupation:Financial Specialist |
Location:San Mateo, CA |
Education Level:Bachelor |
Will Relocate:YES |
Description
Career Highlights * Noted by Charles Schwab's "Key Contributor Program" as Managing Director/Portfolio Manager enhanced hybrid Excel model by integrating macro/global factors and achieved Fund Morningstar Return Ranking of 4 Stars. * Developed a new tradable investment product for Global Real Analytics utilizing Mortgage Backed Securities, including establishing underwriting criteria, providing risk rating, and presenting a new business plan/model. * Developed a proprietary leading edge quantitative tool based on a Dividend Discount Model and several proprietary tools to screen stocks, assess pricing scenarios, history, management quality/styles, and other variables impacting investment decisions tool supplemented the CMBS /REIT score in providing a ranking and determining an investment's viability.