Joseph Sheets Email & Phone Number

New York, Ny, Us

New York, New York, United States

• Summer Analyst in the Power and Utilities Group

• Team Captain, Named Second Team All-Ivy in 2022, All-Ivy Honorable Mention in 2023, Live Like Lou Foundation Community Impact Team Member, Joseph P. Allen Award, Academic All-District Selection

• Represent the baseball team on a committee of all varsity sports advocating for enhanced academic and athletic environments for student-athletes• Vote on NCAA legislation, organize community events, raise money for philanthropic organizations to increase involvement in the broader NYC community

Delaware, United States

•In-depth financial statement analysis of specific companies of interest for investment managers to determine quality of reported revenue• Analyze screens of financial data to discover warning signs of potentially struggling companies, flag and obtain explanations for variances in financial statement line items via public filings (SEC 10-Ks, 10-Qs, 8-Ks, and proxies)• Create and update spreadsheets and models using figures from SEC filings and conference call transcripts, produce daily written reports of findings used by full-time analysts at the company covering technology, industrial, retail/consumer, and healthcare sectors

Bear, Delaware, United States

• Obtained property and casualty license to handle risk and protect clients’ financial interests from potential future harm• Informed current and potential clients on the options and benefits of home, auto, and personal liability insurance to promote future sales using telephone, email, and internet inquiry leads, conducted 100+ cold-calling opportunities each day• Maintained accurate client account information, serviced existing policies by bringing client questions and issues to resolution• Provided thousands of insurance quotes, consistently fulfilled agency’s goal of selling 30 new policies per month, recorded multiple 50+policy months, increased agency’s overall premium/policy numbers while tenured employees focused on alternative business lines

Greenville, Delaware

• Balanced several duties while ensuring the utmost level of professionalism and respect in fast-paced environments, assisted in the increase of restaurant revenue and customer retention during slow pandemic period• Accomplished daily tasks that demanded intense time-management, discipline, sales, and customer service skills, responsible for up to 50 guests at any one time

Wilmington, Delaware, United States

• Created unique pitch decks for prospective clients such as banks and professional sports teams• Analyzed balance sheets, profit and loss statements, and revenue projections ahead of client meetings• Assisted in case prep for prospective clients by projecting user quantity using data analysis with market averages from card issuers• Communicated with several companies and professional sports teams proposing the development of a strong cobrand credit card program considering the opportunities for all members/fan bases without focusing solely on high-FICO targets• Connected with card issuers and organizations to create strong credit card reward programs with the goal of driving revenue opportunities

Bachelor Of Arts - Ba, Financial Economics

Activities and Societies: Division I Baseball Player—Team Captain, Columbia Athletics Finance Society, Student Athlete Advisory Committee

Education record

Activities and Societies: Student Council President, Baseball, Basketball, Student Ambassador, Peer Counselor