Konner Deleon Email & Phone Number

Seattle, Wa, Us

Seattle, Wa, Us

Seattle, Wa, Us

As a portfolio manager for The Barker Capital Management Group, I conduct research using both fundamental and technical analysis, lead weekly sector meetings, and trade using strategies in options, hedging, derivatives management, and pairs trading.

As a sector analyst, I was responsible for weekly updates and active management of the industrials sector, I would assist in the active management of a long - term portfolio worth over $600,000, and perform in depth research and analysis of any current or potential opportunities and perform buy/sell presentations based on research findings.

- Created client profiles and assisted with compiling client investment data- Compiled client information, filled out certificates of insurance, and completed accords- Scheduled client follow – ups and initial meetings

As an analyst, I examined payroll, assisted in the preparation of quarterly financial reports, assisted in the management of Covid-19 expenses and adjustments, and created an online database for easy access to employee information to assist with payroll and other tasks.

As an assistance for DeLeon Insurance and Financial Services, I would create client profiles, assist in compiling client investment data, Find potential investment opportunities, and schedule initial and follow-up meeting with clients.

At this job position, I would greet customers and assist them with their needs, prepare and clean tables, and help set up large events that would take place at our restaurant.