Corey Dallas, Msf, Apma® Email & Phone Number

Kirkland, WA, US

• Manage the overall investment fund, including portfolio allocation, risk management, and investment decision-making.
• Develop and implement investment strategies in alignment with the fund's objectives.
• Conduct thorough research and analysis of financial markets, investment opportunities, and economic trends to identify potential investment avenues.
• Perform comprehensive due diligence on potential investments, including assessing financial statements, market data, and evaluating risk factors.
• Continuously monitor the performance of the fund's portfolio, tracking key metrics, analyzing trends, and making adjustments as necessary.
• Develop and implement risk management strategies, including diversification and monitoring exposure to mitigate potential risks.

• Develop and execute investment strategies aimed at achieving the portfolio's financial objectives. This entails implementing asset allocation, diversification, and rebalancing strategies based on market conditions.
• Conduct comprehensive research and analysis of financial markets, economic trends, and individual assets to identify promising investment opportunities and evaluate their potential risks and returns. Remain updated on.
• Execute electronic trades using Tamarac and work with brokers and custodians, such as Fidelity, Charles Schwab, and TD Ameritrade, to ensure efficient trade execution and settlement.
• Drive process improvements to enhance operational efficiency and streamline investment management procedures.
• Coordinate and review presentation materials for both existing and prospective clients. Additionally, conduct presentations to clients as part of portfolio reviews or pitches.
• Cultivate and maintain strong client relationships by understanding their financial goals, risk tolerance, and investment preferences. Regularly communicate with clients to provide portfolio performance updates.

Bellevue, Washington, United States

• Managed centralized trading portfolios using Tamarac.
• Utilized custodian websites such as Schwab, Fidelity, and TD Ameritrade to validate and execute trades.
• Attended weekly and monthly ISG meetings and committee meetings, and created and distributed accurate meeting minutes to keep team members informed about ISG and its committees' activities.
• Scheduled, attended, and documented meetings with mutual funds, separately managed accounts, and private fund managers to ensure effective monitoring of investments and to explore new opportunities.
• Ensured that due diligence efforts by ISG were properly documented and uploaded to eVestment.
• Acted as the liaison between asset managers, investor relations staff, and ISG.

Bellevue

• Developed and maintained model portfolios for each investment objective to streamline the investment process. This resulted in advisors spending more time on clients, thereby increasing client satisfaction, retention.
• Established benchmarks for each investment objective to track the performance of portfolio models.
• Traded and rebalanced all client portfolios through the trading view rebalancer and by hand. Performed over 70,000 trades in 2020 with no trading errors and executed 30+ block trades for the firm.
• Identified market trends and implemented investment strategies to increase growth, mitigate risk, and boost tax efficiency in client portfolios.
• Sat on the investment committee and actively participated in new investment selection.
• Researched and monitored individual stocks, ETFs, and mutual funds and presented findings to the committee. This led to significant changes in our portfolios, increasing performance and efficiency.

• Developed SQL code to efficiently extract large data sets, which were subsequently organized and presented in user-friendly formats like pivot tables and financial models. This data played a crucial role in guiding.
• Utilized SQL code to create and maintain internal financial models. These models served as valuable tools for the CFO of Medicaid and other high-level personnel, providing them with up-to-date budget information and.
• Demonstrated effective project management skills by successfully overseeing multiple projects concurrently.

• Conducted comprehensive fundamental and technical analysis on individual equities.
• Collaborated closely with a team to assess and select stocks for diverse investment strategies.
• Provided expert insights and addressed inquiries pertaining to stocks, analysis, and strategic decision-making.
• Presented complex ideas in a simplified manner, allowing members to easily grasp the concepts. This approach significantly reduced the number of questions and enhanced the overall experience for members.

• Analyzed large sets of raw data using Excel to develop financial models and create clear and concise graphs.
• Presented comprehensive analysis to upper management, offering actionable recommendations based on extensive research.

Parkland Washington

• Demonstrated strong communication, collaboration, and effective teamwork with fellow team members.
• Assigned roles and tasks to team members, ensuring the completion of monitoring, research, and other projects.
• Actively listened to trade proposals from team members and facilitated a voting process to determine whether the trades would be executed within the portfolio.
• Conducted thorough analysis of the portfolio and provided recommendations for enhancing efficiency.
• Exercised decision-making authority over the fund's portfolio, making executive-level choices.

• Ensured accurate completion of paperwork and disclosures, eliminating the need for unnecessary refiling.
• Streamlined the filing process for each advisor, promoting enhanced organization and efficiency.
• Compiled comprehensive pre-audit materials for financial advisors, resulting in improved effectiveness of the auditing team.
• Proficiently utilized various databases, including Salesforce, to perform tasks and maintain data integrity.

Master'S Degree, Quantitative Finance, 3.85/4.0

Bachelor Of Arts - Ba, Social Sciences, 3.8/4.0

Certificate In Alternative Investments

Certificate in Alternative Investments is a 5-week online program offered by Harvard Business School. It equips students with the.