Dedicated CFA Charterholder seeks to help investors achieve greater financial success and security.Detail-oriented researcher experienced in following financial markets and providing investment advice Provided commentary and analysis of global macroeconomic and financial market events in periodic presentations and research briefs given to various audiences: general public, advisors and wholesalers Developed and maintained dynamic asset allocation and strategic asset allocation models Researched and reviewed academic and industry literature on asset allocation trends and investment industry developments for the purpose of improving process and product developmentInnovative analyst skillful in the development and utilization of existing and new technologies Developed and maintained spreadsheets/databases, in conjunction with Bloomberg/FactSet, for compiling attribution & performance data on various asset classes/investments and for analyzing economic data Built and maintained corporate earnings models incorporating simulation, sensitivity and scenario-based discounted cash flow analysis for estimating the intrinsic value of an investment opportunity Improved efficiencies in commentary production process through utilizing a combination of Microsoft SharePoint, Access, Excel, PowerPoint and PublisherAn effective communicator with a demonstrated ability to utilize various mediums Composed intraday market commentary sent to over 500,000 clients daily, summarizing and analyzing salient market news and events from economic releases to individual corporate earnings reports Wrote institutional quality white papers & presentations covering various topics from the use of Return on Invested Capital in the investment process to the importance of credit analysis in fixed income Presented investment management and rules-based screening concepts to advisors at national conference