Amy Alfred Email and Phone Number
Hello there! 👋🏽Who Am I?I am a Math major focused on learning, understanding, and building knowledge, skills, and experience in Capital Markets.Current FocusI am transitioning from an actuarial focus to the dynamic world of capital markets and quantitative finance. This shift is driven by my interest in understanding the economy, market dynamics and leveraging quantitative analysis to make informed investment decisions.Future GoalsMy goal is to develop into a coachable and communicative professional with robust quantitative skills. I am eager to contribute to the success of innovative investment strategies in any team I join!
Guelph Consulting Group
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ConsultantGuelph Consulting Group Sep 2023 - PresentGuelph, Ontario, Canada•Cultivate strong communication skills through regular interactions with clients, translating complex technical information into understandable insights• Create comprehensive reports providing targeted recommendations based on various analyses such as 3Cs, SWOT,4Ps etc• Contribute and work along with team creating a tailored solutions for the client relying on research, data and strategy -
Actuarial InternManulife May 2024 - Aug 2024Waterloo, Ontario, Canada -
Project LeadEnactus Guelph Sep 2023 - May 2024Guelph, Ontario, Canada•Establish and maintain partnerships with key stakeholders, including businesses, community organizations, and university departments, to support project objectives and ensure alignment with sustainability principles• Implement performance metrics and key performance indicators (KPIs) to track and assess project outcomes,enabling data-driven decisions and demonstrating the tangible impact of sustainable business initiatives• Formulate and execute sustainable business strategies, conducting in-depth market research and identifyingopportunities for growth and sustainability in alignment with group objectives• Onboard and lead a dynamic team in developing and implementing business plan, overseeing project timelines,tasks and resource allocations -
Participating AnalystGuelph Student Investment Council Jan 2023 - Dec 2023Guelph, Ontario, CanadaInvestigate potential stocks and other securities, under the guidance of Sector Analysis and Portfolio Manager• Enhance knowledge of investments and related research, along with further development of stock pitching skills• Responsible for choosing, researching, and presenting stocks that the council should consider investing in• Experience using top-of-the-line equity research software like Bloomberg to build effective financial valuation models -
Student Desk ClerkUniversity Of Guelph Aug 2021 - Apr 2023Guelph, Ontario, CanadaProvided assistance to students living in residence, as their first point of contact. Remained professional yet warm and friendly through out interactions and ensured that student requests were answer and their needs met. -
Front Office AssistantUniversity Of Guelph Central Student Association Oct 2022 - Jan 2023Guelph, Ontario, CanadaActively responded to telephone and email inquiries• Ensured room bookings reservations were logged into calendar and clubs were notified of confirmed reservation and instructions• Maintained communication with office manager about office activities and current supplies• Held the responsibility for all cash handling occurring in the office -
International Student Undergraduate Research Assistant (Isura)University Of Guelph May 2022 - Aug 2022Guelph, Ontario, CanadaWorked along with the educational developers of the department on multiple projects to improve learning• Updated websites with new publications and resources and ensured that updates made were AODA compliant• Wrote to publish plain language summaries based on peer reviewed SoTL journal articles• Used Qualtrics and Canva to create documents and forms to publish and collect information
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Director Of BusinessIgem Guelph Feb 2022 - Aug 2022Guelph, Ontario, CanadaConducted research on available grants and funding for the project• Assessed the work of the previous team and developed new plans and structures to improve the team for new year and for future years• Planned weekly meetings with members to ensure teams were working on their tasks• Attended weekly meetings with other directors to provide updates and be updated on the progress of all the other teams -
Credit Committee SecretaryGateway Co-Operative Credit Union Jun 2020 - Jan 2021St. George'S, Saint George, GrenadaAssessed loans to determine their risk and decide if the Credit Union was willing to take that risk.• Reviewed loan and union policies to ensure that I remained knowledgeable about the policies and its effects• Wrote monthly reports on the loan applications received to ensure proper documentation and annual general meetings• Recorded the minutes of Credit Committee meetings to ensure all that occurred were properly documented -
Front Desk ReceptionistBody Image Gym Aug 2020 - Dec 2020St. George’S, GrenadaResponsible for providing information to customers about services, filing and recording clients information and payments, and ensuring that clients feel welcomed and well informed.
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Office AdministratorStreamline Networks, Inc. Oct 2019 - Dec 2019St. George'S, Saint George, GrenadaUsing Quickbooks maintained and updated the accounts and inventory of the company• Built and maintained on going relationships with customers to meet all needs and queries• Connected customers with technicians to ensure their issues were resolved as soon as possible• Reported and consulted with manager about clients, requests, and finances
Amy Alfred Education Details
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Mathematics -
T.A. Marryshow Community CollegeNatural Sciences
Frequently Asked Questions about Amy Alfred
What company does Amy Alfred work for?
Amy Alfred works for Guelph Consulting Group
What is Amy Alfred's role at the current company?
Amy Alfred's current role is Aspiring Investment Professional | CFA Level 1 Candidate | Focused on Capital Markets, Entrepreneurship and Tech.
What schools did Amy Alfred attend?
Amy Alfred attended University Of Guelph, T.a. Marryshow Community College.
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Amy Alfred
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Amy (Alfred) Wise, LMSW
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