Carter Hall Email & Phone Number

Baltimore, Md, Us

Lynchburg, Virginia, United States

• Lead 18% Consumer Goods Sector total return by working with analysts to reevaluate and rebalance all sector holdings• Implemented the fund's first sector holdings dashboard and consolidated financial analysis spreadsheet, improving portfolio tracking and analysis across the organization

• Rebuilt all course materials by developing modern PowerPoints and building example spreadsheets and databases• Achieved 100% positive feedback (69 total) by increasing student engagement through updated materials, tailored presentations, and real-world application of the curriculum

Orlando, Florida, United States

• Fast-tracked accounting software implementation by 1 month by developing a trial balance conversion spreadsheet that cut times by 75%• Enhanced quality control for the auditing committee by identifying and correcting critical issues found in 3 months of payables, using a more effective Excel model• Reduced bank reconciliation processing time by 50% by streamlining processes through accurate model development

Orlando, Florida, United States

• Rallied 50% year-over-year client base growth by retaining existing clients for 3.5 years and expanding customers through word-of-mouth, minimizing marketing costs• Drove 70% year-over-year revenue growth and high margins through standardized processes and accurate cost projections

Leesburg, Florida, United States

• Led squadron to highest state ranking in history (3rd out of 72) by training and mentoring officers, restructuring operations, and implementing a new strategic vision through servant leadership• Achieved a 100% higher cadet retention and engagement rate than the state average during COVID-19 by pioneering engagement initiatives and quickly adapting to changing industry standards• Mentored a 10-person team which later saw 4 successful commanders and 2 state board representatives