Christopher J. Wilsey Email & Phone Number

Boston, Ma, Us

Tacoma, Washington, United States

I am a founding member of Rerouted- a company that is creating a trusted online marketplace to revolutionize the used outdoor gear industry. We envision a world where everyone can create their own adventure. By focusing on our core values of accessibility, affordability, and sustainability we make buying used gear as easy as buying new gear.

Everett, Ma

- Minimized client and firm specific risk through the analysis of corporate actions for domestic and global markets. - Maintained data accuracy using research and data scrubbing techniques to provide support for the asset servicing team. - Managed daily workflow tasks in conjunction with U.K. and Pune, India teams for a seamless flow of data received by sub-custodians of the firm.

Naples, Florida Area

- Produced comprehensive three statement financial models, DCFs, and valuation tables. - Assisted in the creation of written proposals to be presented to prospective clients and firm partners - Performed market research and market performance trends on the healthcare industry

Latham, Ny

- Analyzed full financial portfolios for clients to create individualized plans that best suit their overall financial needs.- In order to correctly assess client portfolio's I gained knowledge about fixed and variable annuities, life insurance policies, and mutual funds.- Series 6 licensing

Albany, Ny

- Using economic and financial market data I was able to craft an accurate view of the macro economic environment and assist in investment selection for the portfolio managers. - This opportunity allowed for the development of fundamental research techniques applied to fixed income and equity securities. - Assisted on creating and updating bond maturity ladders for clients and used Yield to Call analysis for rating bonds in a difficult interest rate environment.

Boston, Ma

- Leader of a bench-marking project comparing the finance department budget against industry metrics with the purpose of identifying operational inefficiencies.- Successfully created key metrics when unavailable to supply relevant and accurate data- Created key internal reports for the head of department to assess performance.- In addition, I developed my financial management and analytical skills, and became familiar with Oracle database systems.

Master’S Degree, Finance, General, 3.68

Bachelor’S Degree, Economics-Finance, Magna Cum Laude 3.54

Activities and Societies: Bentley Micro-Finance Group, Men's DII Varsity Soccer