George Haskell Email & Phone Number

• Prepared comprehensive Net Asset Value (NAV) reports, including detailed reconciliations for a client managing $12 billion in Assets Under Management (AUM). • Performed all aspects of project life cycle including scoping, analyzing, developing solutions, reviewing deliverables, as well as implementing and executing change. • Conducted research of prospects in relative markets to analyze risk, performance, attribution, and exposures.

3700 O'Donnell St., Suite 200, Baltimore, Md 21224

• Conducted financial analysis for high-net-worth clients, including portfolio analysis, risk assessments, and asset allocation recommendations, managing client communications. • Collaborated with senior advisors to provide tailored investment strategies, ensuring client needs and objectives are met.• Led extensive market research to identify new investment opportunities and monitor existing holdings.

Bachelor Of Science - Bs, Finance And Information Systems & Data Analytics

Activities and Societies: - Member of Sellinger Business Honors Program - Member of the Investment Club - Member of the Financial.

High School Diploma

Activities and Societies: - Member of National Honor Society - Member of DECA - Honor Roll 2018-2022 - 4 Year Varsity Soccer Player