Ian Caro Email & Phone Number

Baltimore, Md, Us

Baltimore, Maryland

• Actively built a book of business without regional restrictions through daily cold calls, emails, and marketing campaigns.• Conducted tailored analysis for customers and prospects to find areas in their supply chain for cost savings and increased profit margins.• Analyzed market trends, regional trends, and historical trends to determine current fair market rates to charge customers. In addition, determine monthly, quarterly, semi-annual rates for Requests for Pricing… Show more • Actively built a book of business without regional restrictions through daily cold calls, emails, and marketing campaigns.• Conducted tailored analysis for customers and prospects to find areas in their supply chain for cost savings and increased profit margins.• Analyzed market trends, regional trends, and historical trends to determine current fair market rates to charge customers. In addition, determine monthly, quarterly, semi-annual rates for Requests for Pricing documents.• Presented industry changes in customer-based markets through the evaluation of truck supply, regional demand, and industry fluctuations using software tools such as Tableau, Sonar, and McLeod. Show less

• Assisted Advisors in developing a balanced financial plan incorporating insurance, investments, and tax considerations to prepare the firms’ clients for retirement.• Rebalanced clients’ investments to the firm’s asset allocation using a selection of different Exchange Traded Funds, Mutual Funds, Variable Annuity Sub Accounts, and Real Estate and Investment Trusts.• Produced economic research reports for the staff that outlined corporate profits, treasury yields, unemployment… Show more • Assisted Advisors in developing a balanced financial plan incorporating insurance, investments, and tax considerations to prepare the firms’ clients for retirement.• Rebalanced clients’ investments to the firm’s asset allocation using a selection of different Exchange Traded Funds, Mutual Funds, Variable Annuity Sub Accounts, and Real Estate and Investment Trusts.• Produced economic research reports for the staff that outlined corporate profits, treasury yields, unemployment, crude oil prices, consumer price index, and inflation. Show less

Salisbury, Maryland

• Participated in a semester long internship that actively managed Salisbury University’s $1,000,000 portfolio which provided scholarships to students of the university.• Performed various economic research to formulate a thesis regarding the short-term economic outlook covering topics such as consumer spending; unemployment; income and wages; monetary policy; fiscal policy; inflation.• Conducted fundamental analysis, for stocks in the S&P 500, focusing on a variety of… Show more • Participated in a semester long internship that actively managed Salisbury University’s $1,000,000 portfolio which provided scholarships to students of the university.• Performed various economic research to formulate a thesis regarding the short-term economic outlook covering topics such as consumer spending; unemployment; income and wages; monetary policy; fiscal policy; inflation.• Conducted fundamental analysis, for stocks in the S&P 500, focusing on a variety of considerations for companies including financial ratios, cash flows, growth trends, earnings, forecasts, and dividends.• Worked within a team and effectively operated Bloomberg and Excel to provide graphical and numerical data to support buy, hold, or sell recommendations which the team voted on. Show less

• Created lesson plans to assist students taking the three-hundred level Financial Management course.• Evaluated students and offered individual assistance outside of normal meeting time.• Prepared worksheets with practice problems and practice tests for students.