Andrea Boyn Email & Phone Number

Santa Monica, California, United States

• Participate in the team’s ongoing research and investment analyses, creation of firmwide materials, and third-party manager due diligence.• Perform macroeconomic research and create visualizations for quarterly publications.• Contribute to the Portfolio Management Committee, assisting in portfolio construction and strategy development for high-net-worth clients.• Create and maintain professional presentation materials used by advisors in client meetings and communications.•… Show more • Participate in the team’s ongoing research and investment analyses, creation of firmwide materials, and third-party manager due diligence.• Perform macroeconomic research and create visualizations for quarterly publications.• Contribute to the Portfolio Management Committee, assisting in portfolio construction and strategy development for high-net-worth clients.• Create and maintain professional presentation materials used by advisors in client meetings and communications.• Assist in the preparation of detailed investment memos and reports.• Update and build upon the firm's library of investment research materials accessing third-party databases, including Bloomberg, Morningstar, FRED, etc.• Design and develop dashboards to streamline performance tracking and enhance data visualization, enabling data-driven decision-making.• Develop relationships with external managers and industry professionals, aiming to identify high-potential investments that align with client needs. Show less

Newport Beach, California, United States

Newport Beach, California, United States

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for… Show more Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Show less

Long Beach, California, United States

• Led a team of analysts to manage an over half a million dollar investment portfolio that was invested in a mix of fixed income and equity securities, with a variety of value, quality and momentum holdings.• Performed stock valuations and reviewed pitch recommendations.• Ensured all stakeholders were aware of relevant information needed about varying industries in a time-efficient manner.• Built financial models and dashboards through excel to supplement portfolio oversight.

Student Learning Center

• Increased student's exam scores by approximately 15.5% compared to class average of peers.• Led two weekly lectures in which a variety of hands-on learning activities were facilitated to foster a deeper understanding of numerical methods and advanced statistics and probability.• Met regularly with faculty teaching the target course.• Held office hours for student visits.• Demonstrated mastery in the following quantitative skills: various distributions, density functions… Show more • Increased student's exam scores by approximately 15.5% compared to class average of peers.• Led two weekly lectures in which a variety of hands-on learning activities were facilitated to foster a deeper understanding of numerical methods and advanced statistics and probability.• Met regularly with faculty teaching the target course.• Held office hours for student visits.• Demonstrated mastery in the following quantitative skills: various distributions, density functions, sampling theory, statistical inference, hypothesis testing, ordinary least squares, t-statistics, sampling vs. population moments and chi-square goodness of fit tests. Show less

Long Beach, California, United States

• Managed over a quarter million dollars to ensure maximization of member experience.• Coordinated the budget plan for the 2021-22 year, gathering and analyzing information from a diverse set of sources to find creative solutions.• Provided weekly financial reports with calculated metrics to the Executive Council and seasonal international reports regarding member accounts and year-to-date revenue and expenses as compared to the chapter’s budget.• Oversaw the financial operations of… Show more • Managed over a quarter million dollars to ensure maximization of member experience.• Coordinated the budget plan for the 2021-22 year, gathering and analyzing information from a diverse set of sources to find creative solutions.• Provided weekly financial reports with calculated metrics to the Executive Council and seasonal international reports regarding member accounts and year-to-date revenue and expenses as compared to the chapter’s budget.• Oversaw the financial operations of the chapter in accordance with the direction issued by the Executive Office.• Developed and executed chapter financial educational programming for 100 members in the chapter. Show less

Long Beach, California, United States

• Helped clients to achieve and maintain financial security by providing financial advice and matching solutions with clients’ needs and goals.• Provided knowledge of strategies that combat against taxes and volatility.• Developed a rapport with clients and fostered long-term relationships.• Was knowledgeable about Northwestern Mutual financial products and financial market trends.• Built and maintained a client bases, kept current client financial plans up-to-date and built a… Show more • Helped clients to achieve and maintain financial security by providing financial advice and matching solutions with clients’ needs and goals.• Provided knowledge of strategies that combat against taxes and volatility.• Developed a rapport with clients and fostered long-term relationships.• Was knowledgeable about Northwestern Mutual financial products and financial market trends.• Built and maintained a client bases, kept current client financial plans up-to-date and built a portfolio of new clients on an ongoing basis.• Provided dedicated and focused client experiences. Show less

Long Beach, California, United States

• Ensured all chapter financial obligations, including to Alpha Phi International, were paid on time resulting in 0 penalty for the year 2019-20. • Managed all “Cash In” (member billing and following up with 100 chapter members) and “Cash Out” (check writing, prepaid card coding, and budget accounting) functionality.