Patrick K. Email & Phone Number

Cypress, Texas, United States

• Researched and analyzed stock market trends and news daily to produce insightful blog posts, resulting in a 20% increase in website traffic and a 15% growth in client engagement.
• Developed and implemented an advanced forecasting algorithm that accurately predicted quarterly sector performances, resulting in a 63% accurate prediction over the S&P 500.
• Implemented new communication strategies to convey financial analysis findings to varying levels of stakeholders.
• Adapted quickly to changing priorities and deadlines by shifting demands, resulting in a 20% increase in productivity.
• Analyzed team feedback and identified key areas for process improvement, leading to an increase in efficiency and collaboration among team members.

San Marcos, Texas, United States

San Marcos, Texas

San Marcos, Texas, United States

• Gained direct experience in equity valuation and market research for a portfolio slightly above one million dollars with a team of 15 other students.
• Conducted equity and ETF analysis for Communication Services, Consumer Discretionary, Consumer Staple, Industrial and Materials sector benchmarked to the S&P 500, as well as the Fixed Income portion of the portfolio.
• Equity analysis consisted of research through Bloomberg and FactSet and several databases, developing an economic outlook for assigned sectors, as well as building statistical models through excel to conduct valuation.
• Experienced working in physical location as well as remotely in a very volatile market due to the COVID-19 virus.

Master Of Science - Ms, Quantitative Finance And Economics, 3.70

First Graduating Class CFA Research Challenge - Forecasting & Analytic Role - Led Texas State to 1st Place in the US Southwest Region.

Bachelor Of Business Administration - Bba, Finance, General

Study Barcelona - Semester Study Abroad Program