Michael Roarty Email & Phone Number

St Louis, Missouri, United States

St Louis, Missouri, United States

• Tracked the performance of EWM portfolio models compared to their relevant benchmark
• Organized and updated an Excel spreadsheet, pulling data from SIMON, which showed relevant data on structured note products
• Organized matrices in Nasdaq Dorsey Wright which ranked ETF performance, using technical analysis
• Performed fundamentals research to assist in asset allocation decisions for EWM portfolios

St Louis, Missouri, United States

• Worked on Enterprise Service Team to help with large scale data transition project: switching financial reporting platforms from Black Diamond to Orion
• Utilized Excel to ensure that data was updated for over 300 accounts; organized data for the asset, account, and household levels

Greater St. Louis Area

• Worked on the Sadler/Georgen/Harmon Team
• Converted relevant financial data on 180 existing clients from Excel into Money Guide Pro
• Assisted Client Service Managers with preparation for upcoming client meetings by organizing data review packets
• Attended weekly CSM meetings with the team operations manager
• Participated in Moneta U information sessions by listening to lectures on IRA distributions, tax planning strategies, and investment philosophies

London, United Kingdom

• Introduced and closed 6 Historical Experience Tours, per week
• Delivered 2 architectural tours independently, per week
• Assisted with the weekly reconciliation and recording of finances onto accounting software
• Welcomed visitors into the House while operating the box office and shop

Bachelor Of Arts - Ba, Economics, Political Science And International Affairs Minor

Activities and Societies: Catholic Community and Dow Jones ClubCatholic Community: Served as member of Catholic Community Leadership Team.

Master'S Degree, Personal Financial Planning

High School

Activities and Societies: Baseball, Cross Country, Band, and National Honor Society

Study Abroad, Spring Semester 2018