Raymund Boltron, Cfa Email & Phone Number

San Diego County, California, United States

United States

• Manage an incubator hedge fund with $50,000 in liquid assets, achieving risk-adjusted returns above the benchmark.
• Institute a strict top-down fundamental approach to asset allocation and security selection.
• Develop and execute compliance, security, and performance-measurement infrastructure.

Iowa City, Iowa, United States

• Assist more than 300 undergraduate students with the completion of projects and assignments, led small group discussions to review material, and enhance test prep.
• Hold weekly office hours to support homework and answer questions related to class lectures.
• Lead and collaborate with other TA’s to complete weekly tasks and materials in preparation for class/lecture and support grading of assignments, projects, and exams.

Iowa City, Iowa, United States

• Selected through a competitive application process to manage $16.9MM endowed equity portfolio with 7 other students.
• Responsible for industry and company research in the Health Care sector and building robust financial models using discounted cash flows (DCF), economic profit, relative valuation, and dividend discount analysis.
• Present buy/sell recommendations and collaborated on sector weighting decision to the Henry Fund Advisory Board.

Iowa City-Cedar Rapids Area

• Responsible for investment reports to support the investment decision process in fixed income securities and derivatives.
• Involved in special projects to serve as a liaison between the Portfolio Managers, Research Analysts, and Settlement team.

Urbandale, Iowa

• Administered clients’ monthly invoices for St. Louis Schools, Sonos Inc., The Dow Hotels, NextGen Inc., Ross Stores Inc., and other sizable companies, covering more than 1 million insureds and more than $100 million of.
• Built formulas and macros in Excel that shorten a full day of processing into a 10 minutes process.
• Created a contact database for clients, vendors, consultants, and carriers that consolidated information into one location.
• Successfully trained, coached, and provided leadership to an offshore five-person team on all accounting duties, providing them with tools and knowledge to perform tasks accurately and independently.
• Awarded Finance Academy Leaderboard (firm’s developmental leadership program).

Iowa City, Iowa Area

-The Krause Fund (tippie.uiowa.edu/krause) is a $459K endowed equity portfolio managed by undergraduate finance students at the Tippie College of Business.-Responsible for industry and company research in the Telecommunications and Utilities Sector and for building robust financial models using discounted cash flow (DCF), economic profit, relative.

Master Of Science In Business Analytics, Quantitative Finance, 4.04

Created an AI that predicted recessions. Downloaded all of Financial Times site and created a custom AI that assess market sentiment..

Master Of Science In Finance, Finance, 4.01

Day traded in finlab, made a few grand in few seconds and took PhDclasses (which lowered my grades). Stopped day trading when I got my.

Finance, Finance, General, 4.05