Patrick Toolan Email & Phone Number

Amherst, Massachusetts, United States

• Managed all shifts, including openings, closings, and weekends, averaging 10-20 hours weekly; attended necessary meetings, ensured facility cleanliness and safety, enforced policies, resolved staffing issues, and communicated actions to the Operation Supervisor.

Braintree, Massachusetts, United States

• Analyzed composite data using Python & Excel, focusing on key statistical metrics such as beta, tracking error, and upside capture to develop marketing materials adherent to GIPS standards; including fact sheets• Utilized Bloomberg and FactSet to generate weekly attribution data for equity SMA portfolios and conducted ad-hoc analyses to provide critical insights for firm partners• Conducted in-depth research on stocks to inform investment decisions for in-house products, analyzing market trends, financial performance, and strategic positioning

Amherst, Massachusetts

• Mentor 200+ students to develop strong grasp of financial modelling through weekly office hours. Demonstrate use of financial formulas in MS Excel resulting in ~8% improvement in exam scores• Develop and curate 10 extra practice problems per week related to portfolio management and futures to enhance student learning and facilitate a comprehensive understanding of the coursework

Hopkinton, Massachusetts, United States

• Collaborated with executives to investigate business opportunities in under-penetrated private equity market segment. Presented findings of market analysis and revenue growth to Dell Global Alliances executives to optimize $6 million investment• Conducted financial research and analysis utilizing Power BI & Excel to evaluate private equity balance sheets for potential partnership. Conducted executive interviews with other technology companies and potential partners to identify and document key benefits and risks • Demonstrated effective communication, adaptability, and collaboration skills to ensure effective project execution and successful outcomes in a global corporation

Dedham, Massachusetts, United States

- Collaborated with Event Manager to plan and set up indoor and outdoor events - Supported tournaments and television commercial video shoots- Provided excellent customer service to members and guests while working with kitchen and wait staff

Needham, Massachusetts, United States

- League Director for the girls program, supervised group of 60 girls and 3 coaches - Led drills on basic techniques and helped players (4th-9th grade) work on specific weaknesses- Coached a team of 12 players and supervised games

Needham, Massachusetts, United States

• Co-founded a youth sports program to teach and advance athletic skills for competitive athletes. Conducted over 100 individual and group sessions to enable athletes reach their personal growth goals.• Designed, implemented, and ran drills to improve individual performance, sharpen skills, and instill teamwork. • Marketed program to adults utilizing social media to promote business and attract new customers to provide camp-like alternatives during COVID closures

Needham, Massachusetts, United States

- Set up the dining room for special events and daily use. Cleared and set tables as needed. Relied on excellent customer service skills while working with kitchen and wait staff as well as members and guests.

Bachelor'S Degree, Finance, Sports Management, 3.87

Education record

Activities and Societies: Varsity basketball & football team captain. Treasure of Diabetes Club