Chris Cline Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

- Took ownership over an equity portfolio containing 20-25 assets, overseeing trades, strategies, and weightings presented by 8-12 equity analysts in order to achieve alpha- Actively manage the Gabelli Value Fund, concentrating on fundamental metrics, profitability ratios, performance, and risk measures- Completed a weekly report sent to the Center for Advanced Financial Education’s board of directors containing global & domestic economic news, fund performance, strategies, and any trades executed- Travelled to the Quinnipiac G.A.M.E Forum in New York City and selected among 120+ universities to present the Gabelli Value Fund’s methodology

- Manage four real dollar portfolios worth $500,000 with differing objectives; Large Cap Growth, Large Cap Value, Blended ESG & Fund of Funds- Determined portfolio weightings based on Markowitz Portfolio Theory following the efficient frontier in Microsoft Excel to generate maximum return using lowest possible risk- Analyzed global market & economic conditions as well as researched equities via Bloomberg with the objective of examining a company’s financial strength by applying fundamental, behavioral, and technical analysis- Provided four daily reports to stakeholders and fund managers that includes the performance of global indices, currency news, fund performance and analyst opinion- Presented quantitative and qualitative opportunities to fellow analysts & management on a schedules and ad-hoc basis when deciding to buy and sell equities that meet portfolio objectives- Placed intra-day trades on Fidelity’s brokerage platform that met the funds’ objective including earnings plays- Acted as a sector analyst and take ownership over Health Care, Communication Services, Real Estate, Consumer Staples & Financials Sectors- Presented overall portfolio performance to over 30 industry professionals & alumni; live via Zoom

Bristol, Ri, Us

- Managed undergraduate caseload of personal branding items reviewing resumes, cover letters or LinkedIn accounts on demand through 1:1 meetings with students as well as virtual reviews - Scheduled meetings in Outlook for students looking to meet with career advisors- Hosted hiring events for students & assisted employers with career events- Directed phone traffic to necessary destinations & answered emails pertaining to resume help, career events, etc.- Greeted students and employers alike with excellent client service at the front desk

Waltham, Massachusetts, Us

- Managed and migrated securities & sensitive financial information along with assisting with executing client requests- Implemented a referral tracking and donation program using PivotTables in Microsoft Excel for the investment group- Engaged with and interviewed multiple financial institutions as directed by the Senior Vice President to research and catalog potential improvements to investment offerings- Assisted in migrating CRM software including a full data transfer without any operational downtime

Wakefield, Ma, Us

- Debugged and optimized any Excel workbooks provided by real estate agents & professionals, searching specifically for computational errors and cell reference issues- Managed company-wide databases for onboarding agents and acquired properties- Assisted agents with IT related questions and other technical job functions to promote organization - Promoted from basic office responsibilities to IT work within first two weeks of employment- Answered and redirected phone traffic & managed company email- Provided drop-in service to clients & agents while maintaining a high level of customer service- Attended real estate trainings & helped host company-wide meetings to ensure productivity