Ensure efficient operation across all company departments. Identify and act on new growth opportunities for the business. Financial analyst.

Investment Analyst on the FCI Equity Income teamMonitored positions in Technology, Consumer Discretionary, Materials, and Utility sectorsResearched / proposed new equity ideas through a fundamental analysis of suitable companiesImplemented and maintained client accounts based on directed parametersResponsible for rebalancing and maintaining over 300 individual client accounts per quarterDesigned, created, and operate the following Excel based systems that have improved company efficiency:1. Client account monitoring system, identifies cash and investment objective disparities 2. Proposal portfolio generator that creates custom portfolio models for client distribution 3. Portfolio administration tool that has reduced company wide client review time by half

Costing analysis in the following departments: new projects, renovations, service, maintenanceIncreased profit margin through identification of inefficienciesImproved service operation through condensed/streamlined daily tasksMaintained customer relationships for the firm via spokesman role

Fellowship ProgramPrepared investment reports for clientele distribution through MorningStar.Administrative assistant for Financial Advisors.Co-created project to move in-house store to an online entity for Marketing Department.Project reduced overhead costs and provided increased efficiency for off-site advisors.