Aedan Wilkinson Email & Phone Number

Harrisburg, Pennsylvania, United States

Harrisburg, Pennsylvania, United States

> Managed and optimized client investment portfolios to achieve their financial goals and risk tolerance.> Conducted in-depth analysis of asset classes, individual securities, and investment strategies to make informed investment recommendations.> Developed and implemented strategic asset allocation models to diversify and balance client portfolios.> Continuously monitored and adjusted asset allocation to respond to changing market conditions and client objectives.> Leveraged financial software and tools to facilitate portfolio analysis, modeling, and reporting.> Utilized data analytics and modeling techniques to make data-driven investment decisions.> Analyzed portfolio performance using various metrics and benchmarks, providing regular performance reports to clients.> Identified areas for improvement and implemented strategies to enhance returns while managing risk.

Mechanicsburg, Pennsylvania, United States

Mechanicsburg, Pennsylvania, United States

• Actively manage a portfolio comprised of ~$500.00 k university endowed money striving to outperform the S&P 500• Research, analyze, and present undervalued companies using various intrinsic and extrinsic valuation methods Lead Portfolio Manager• Achieved a 30.15% relative outperformance in the energies benchmark and a 36.24% relative outperformed in industrials • Processed weekly news reports, prepared slide decks, filtered heat sheets, and performance summaries employing PowerPoint

Mechanicsburg, Pennsylvania, United States

> Conducted thorough research and analysis of potential investment opportunities, including equities, fixed income, alternative investments, and real assets.> Evaluated the performance of existing investments and made recommendations for portfolio adjustments.> Prepared detailed financial reports, investment memos, and presentations for the fund's investment committee and stakeholders.> Monitored and interpreted macroeconomic and market trends to inform investment decisions.> Collaborated with managers and other team members to implement investment strategies and risk management techniques.> Participated in due diligence processes, including meetings with fund managers and external experts.

Mechanicsburg, Pennsylvania, United States

- Assisted in gathering data and composing reports for Ambassador’s investment team. - The information gathered was used to equip Ambassador Advisors investment team with the necessary information to make Buy/Sell decisions, regarding there two ETFs.

321 W Main St, Mount Joy, Pa 17552

• Implemented three modeling principles (equal weighted funds, rotational threats, and value) during the 16-week program to improve the performance of the firm’s 100% equity and bond portfolios while simultaneously reducing drawdowns• Fostered communication and developed meaningful connections with wealth management clients to expand investments, direct money transfers, manage new accounts, and provide stewardship in accordance with the company’s core values• Collaborated closely with employers ranging from associates to partners to comprehend the importance of client relationshipsSpecific responsibilities include:- Prepared House Hold summary reports, legal documents and account paper work for client meetings- Imputing data into our financial platform software and various investment excel models- Assisted clients with simple tasks and account problems - Helped client account transactions and other deliverables - Completed research, analysis and ETF portfolio research

Elizabethtown, Pennsylvania, United States

• Established a wedding rental installation and digital marketing business operating in the central Pennsylvania region• Collaborated with seven local event venues to generate ~$11.00 k in revenue, while offering contactless mobile deliveriesSpecific Responsibilities:- Manages a local wedding rental business that caters to various locations. The business is a slow growing weekend hustle that is taking market share in the automated Facebook marketplace scene. - Social marketing, timely deliveries and customer service puts myself ahead of the competition.

Mt. Joy, Pennsylvania, United States

Caregiver / Nanny position.

Elizabethtown, Pennsylvania, United States

Specific Responisibilites:- provided lead supervision for Lifeguards- Monitored activities at pool and functions as a Lifeguard- Participated in the selection, scheduling, and assigning of Lifeguard duties- Gave instructions in pool operating procedures, rules, safety practices, maintenance, and related matters.

B.S. In Finance, Business, Magna Cum Laude

Activities and Societies: Messiah Investment Fund, Messiah Investment Club, Portfolio Managers, FCA, Swimming, Track & Field, Vita Tax.

High School Diploma, Gpa ~ 4.45

Activities and Societies: FBLA, Class Officer, Track & Field, Swimming.