Skilled financial analyst with excellent communications and interpersonal skills. Highly trained in quantitative analysis while maintaining a creative and entrepreneurial spirit.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	5/2007 - Present
Vanguard - Small Business Services - Business Development	(Confidential)	2/2006 - 5/2007
Vanguard - Small Business Services - Client Communications	(Confidential)	8/2004 - 2/2006

SCHOOL	MAJOR	YEAR	DEGREE
Saint Joseph's University	MBA: Finance	2008	Master Degree
Saint Joseph's University	Marketing	2004	Bachelor Degree

Highlights:

Companies I like:

Vanguard, SRAM, Morningstar, Egan-Jones

Time Management
Detail Oriented
Financial Forecasting
Forecasting
Variance Analysis
Account Analysis
Reconciliation
Financial Accounting
Statistical
Report Writing
P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership
Excel
Factset
Bloomberg

• Quantitative Analysis
• Investment Analysis
• Fundamental Analysis
• Performance Reporting
• Portfolio Management
• Portfolio Analytics
• Risk Management

Utilize available technologies (Bloomberg, Factset, Excel, etc.) to produce thoughtful and relevant investment recommendations for high net worth clients and internal investment managers. Integral in developing client communications, sales presentations and performance reports.