Christopher Edwards Email & Phone Number

Boulder, CO, US

• Reported financial analyses of mutual funds as well as individual securities using industry standard databases such as Morningstar, Bloomberg, Thompson Financial, and others.
• Created reports for clients discussing their specific investments, the economy, and possible new investment strategies.
• Constructed client portfolios to assess risk vs. return, matching client expectations/objectives to appropriate investment portfolios.
• Participated in industry conference calls, highlight critical information and report back to decision-making leadership.
• Gathered data and update monthly financial reports, including revenue and assets, C-Share Mutual Fund, annuities and other monthly reports.
• Ran quantitative income analysis to forecast retirement goals and assets required to meet those goals.

• Responsible for grading capital budgeting models, ratio analysis and an ethics research paper for students.
• Held weekly office hours and was available for outside appointments to help students with their projects, assignments, and overall understanding of the material.
• Conducted exam review sessions encompassing every topic covered in class and in the textbook.
• Proctored all exams, which included inspection of all allowed materials, identity verification, inquiry support and upholding the honor code.
• Worked up to twenty hours per week to help finance educational expenses