Jeffrey B. Carter Email & Phone Number

Tulsa, Ok, Us

Tulsa, Oklahoma, United States

• Migrated existing business data from Google Sheets to a Google Cloud MySQL database to improve performance and scalability of existing spreadsheet tools• Designed and developed a website for internal users that allows for easier querying of the database• Wrote scripts in PHP that automated the import of seller reports from Amazon into the database with cron jobs saving valuable time that was previously spent downloading these reports into Google Sheets manually• Developed an… Show more • Migrated existing business data from Google Sheets to a Google Cloud MySQL database to improve performance and scalability of existing spreadsheet tools• Designed and developed a website for internal users that allows for easier querying of the database• Wrote scripts in PHP that automated the import of seller reports from Amazon into the database with cron jobs saving valuable time that was previously spent downloading these reports into Google Sheets manually• Developed an inventory tracking system using PHP/MySQL that allowed us to follow each unit’s movements from purchase through sale. This system also generated useful business intelligence that allowed for more informed decision-making and further process improvements.• Designed and developed consumer-facing e-commerce website for selling surplus inventory leads to other Amazon sellers. This allowed us to generate revenue from our buyers’ work product even after our purchasing budget had been spent.• Developed a Google Chrome extension that reduced the time it takes our buyers to record an invoice from a couple of minutes to a single button click Show less

Grapevine, Tx

• Organized business data by designing, creating, and maintaining a database in which I wrote SQL queries to automate routine procedures• Augmented our existing usage of Google GSuite by writing a software layer in Google Apps Script (JavaScript) that automated the creation and filing of legal documents, time clock processes, and reminders

Tulsa, Oklahoma Area

• Provided fundamental research on stocks for a small start-up mutual fund and built tools to help portfolio manager to make better investment decisions. Helped to develop a risk mitigation strategy and aided in completing administrative documentation.• Saved my client time and money by developing scripts in Visual Basic for Applications (VBA) to automate frequent procedures in Excel spreadsheets used for tracking portfolio positions• Facilitated better market-timing decisions by… Show more • Provided fundamental research on stocks for a small start-up mutual fund and built tools to help portfolio manager to make better investment decisions. Helped to develop a risk mitigation strategy and aided in completing administrative documentation.• Saved my client time and money by developing scripts in Visual Basic for Applications (VBA) to automate frequent procedures in Excel spreadsheets used for tracking portfolio positions• Facilitated better market-timing decisions by implementing a statistical analysis in VBA to extract usable information from a large set of raw data series• Optimized client’s risk-mitigation strategies by developing an option pricing script in VBA Show less

Tulsa, Oklahoma Area

• Provided fundamental research for Large Cap Core, Dividend Value, Mid Cap, and Opportunistic equity strategies. Developed hedging strategies using options and inverse ETFs. Built tools to aid colleagues in their research and portfolio management roles.• Drove efficiency by using VBA to automate common procedures our team used to analyze companies’ financial statements for consideration as possible investments• Automated the creation of documents routinely produced to explain… Show more • Provided fundamental research for Large Cap Core, Dividend Value, Mid Cap, and Opportunistic equity strategies. Developed hedging strategies using options and inverse ETFs. Built tools to aid colleagues in their research and portfolio management roles.• Drove efficiency by using VBA to automate common procedures our team used to analyze companies’ financial statements for consideration as possible investments• Automated the creation of documents routinely produced to explain investments to both internal and external audiences Show less

Learned about several types of arbitrage strategies as well as created investment ideas for clients.

B.B.A., Finance

Activities and Societies: Information Officer: Finance Assocation at Texas Tech, Phi Kappa Phi honor society, Beta Gamma Sigma honor.

Bachelor Of Business Administration (B.B.A.), Finance With Investments Emphasis, 4.000 Major Gpa, 3.884 Overall Gpa