Cody Patchell, Cfa Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, Canada Area

Luxembourg

Vancouver, Canada Area

Victoria, Bc

• Formulated effective data gathering and manipulation strategies using advanced excel functionality and strong data synthesis to establish and implement REA, a database resource software system used to consolidate information in the commercial real estate market.• Demonstrated initiative by proactively established procedures and protocols for accessing and manipulating REA data to achieve relevant business information and increase the usability and functionality of the software.• Break… Show more • Formulated effective data gathering and manipulation strategies using advanced excel functionality and strong data synthesis to establish and implement REA, a database resource software system used to consolidate information in the commercial real estate market.• Demonstrated initiative by proactively established procedures and protocols for accessing and manipulating REA data to achieve relevant business information and increase the usability and functionality of the software.• Break from employment from May to August to complete the final semester of university degree. Show less

Victoria, British Columbia

INVESTMENT ASSISTANT - April 2013 - August 2013• Refined the review processes using my strong analysis skills and natural problem solving ability to resolve issues with the excel macros and formulas to expand upon the spreadsheet’s functionality and usability. • Provided administrative assistance to a team of four Investment Advisers including tasks such as financial modeling, spreadsheet generation, and VBA Macro creation and editing.SALES ASSISTANT - May 2012 - August… Show more INVESTMENT ASSISTANT - April 2013 - August 2013• Refined the review processes using my strong analysis skills and natural problem solving ability to resolve issues with the excel macros and formulas to expand upon the spreadsheet’s functionality and usability. • Provided administrative assistance to a team of four Investment Advisers including tasks such as financial modeling, spreadsheet generation, and VBA Macro creation and editing.SALES ASSISTANT - May 2012 - August 2012• Increased the productivity of the team by optimizing the creation process of quarterly client reviews which allowed additional tasks to be completed while maintaining the review schedule.• Developed strong written and verbal communication and utilized time management skills to ensure all available tasks were completed on or ahead of schedule. Show less

• Designed and implemented a spreadsheet system used to track employee time and expenses which expedited the timely and efficient implementation of Microsoft NAV as the primary enterprise software.• Documented various adjusting entries within the Microsoft NAV enterprise system and developed weekly reporting documents for regional managers as well as corporate head office.

Bachelor Of Commerce (Bcom), Finance, Dean'S List, With Distinction

Activities and Societies: JDC West Business Competition, Finance Case Competition Team, Commerce Students' Society, Enactus, RBC Case.

Bachelor'S Degree, Finance, Exchange Semester

• Academic Exchange Term (Fall 2013)

Finance, First Year Of Bachelor'S Degree

Activities and Societies: Case Competition Team, Dean's Honour Roll • Dean's Honor Roll – Completed first year of Bachelor's Degree.