Michael T Erman, Cfa Email & Phone Number

CFA charterholder with extensive analytical, sales, and financial modeling skills seeking employment in the portfolio management or financial planning fieldSkills Highlight:• Financial Modeling – Experienced modeling skills with focus on valuation and forecasting, generating routine reports with analysis for company leadership• Advanced Excel Skills – Including pivot tables, macros, vlookup, etc - frequently produce ad hoc reports as needed by management including productivity reports and sales forecasting models• CFA (Chartered Financial Analyst) Charter Holder – Completed graduate level coursework with intensive study program focused on financial reporting and analysis, economics, corporate finance, and investments• Presentation Skills – Extensive experience presenting analytical reports to management, advice and educational topics to clients, hosting seminars and public speaking events

Listed skills include Asset Allocation, Wealth Management, Financial Analysis, Financial Modeling, and 9 others.

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  Florida State University

  Finance