Colin Chase Wellshear Email & Phone Number

New York, New York, United States

Loupt helps pre-seed to Series A companies raise the capital they need to grow and succeed. With Loupt, private companies can gain direct access to public funding and build a community of early supporters who believe in the vision of the founder and their respective company that was listed.NDA

Honolulu, Hawaii, United States

Currently conducting data analysis on the financial advisors' book of business of 1200 clients; successfully identified upwards of twenty-five clients with the potential for improved life insurance coverage (term life moved to whole life).Provided marketing and sales support to four financial advisors by creating managed money illustrations, annuity illustrations, ROTH and 401k illustrations, sensitivity models, factsheets, and interactive spreadsheets.

Maintained accurate records of all queries including complaints, lost property, and machine and facility repairs.Directly served the needs ~50 clients to develop fitness goals, nutritional goals, and effective exercise regimens.Demonstrated correct equipment usage and lifting techniques to clients to ensure safe and effective workouts.

Shanghai, China

Developed investor materials (pitch decks) with respect to an investment thesis, company overview, market analysis, discounted cash flow models, and a competitor analysis in order to reach an investment recommendation for a panel of judges to review.Completed a DCF valuation model and a comparable companies' analysis in order to reach a valuation conclusion and investment recommendation for Northrop Grumman (NOC)Completed a DDM valuation model for an Israeli bank (Israel Discount Bank - ISDAF) to reach a competition-grade recommendation and a place within a student-managed portfolio ( TAMID Global Portfolio)

Wichita, Kansas, United States

While at LEFP I regularly maintained the company's client relationship management infrastructure by updating, adding new, and deleting data in three different client relationship managers: Redtail, PreciseFP, and EMoney.Facilitated the process of transaction reporting with respect to federal compilatory regulations; the reported transactions included over fifty mutual funds, etf's, and individual stocks. The reported codes included: BUY, SELL, SELLALL, and DIV and corresponded with the purchase, liquidation, or dividend return of equities.Gathered the essential quantitative and compilatory data necessary to create financial plans in the most efficient manner possible via the created a survey that was sent out to 95% of clients via PreciseFP.Participated in the creation of a Portfolio Management Agreement (PMA) factfinder sent out to all current managed money clients.

Wichita, Kansas, United States

Focused on resolving network and cybersecurity threats.Team effort and trust are required to successfully defuse and fix broken or hacked programs and software.Competed in Semi-Finals in the national competition.Leader of the Windows 10 security and repair team.

Bachelor'S Degree, Economics

Activities and Societies: New York University Finance Society

Bachelor'S Degree, Finance, General

Activities and Societies: Developed investor materials with respect to an investment thesis, company overview, market analysis, financial.