Richard Sikes, Cfa, Mba

Richard Sikes, Cfa, Mba Email and Phone Number

Founder Hazlnut @ HazlnutCo
Richard Sikes, Cfa, Mba's Location
Jacksonville, Florida, United States, United States
Richard Sikes, Cfa, Mba's Contact Details

Richard Sikes, Cfa, Mba work email

Richard Sikes, Cfa, Mba personal email

About Richard Sikes, Cfa, Mba

Specialties: Financial modeling, QlikView, Excel Macros VBA, SQL, QRM, Bloomberg, Research, Statistical and Financial Analysis, and Security valuation.

Richard Sikes, Cfa, Mba's Current Company Details
HazlnutCo

Hazlnutco

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Founder Hazlnut
Richard Sikes, Cfa, Mba Work Experience Details
  • Hazlnutco
    Founder & Ceo
    Hazlnutco May 2016 - Present
    Jacksonville, Florida, Us
  • Everbank
    Asset Liability Manager
    Everbank Nov 2015 - May 2016
    Jacksonville, Fl, Us
  • Everbank
    Senior Financial Risk Analyst
    Everbank Aug 2012 - Nov 2015
    Jacksonville, Fl, Us
    Within my current position, a few of my responsibilities include:• Performing regular updates to the QRM framework. • Utilizing QRM A/L model on a daily basis to model the entire balance sheet. • Modeling the impact of interest rate risk, credit risk and market risk on the balance sheet and earnings.• Producing financial analysis, including income projections, risk measurement on mortgage loans and derivatives. • Maintaining input and data quality of risk management systems• Developing and implementing risk-assessment models and methodologies.• Identifying and analyzing areas of potential risk to the assets, earning capacity or success of the company.• Producing reports and presentations that outline findings, explain risk positions and or recommend changes.
  • Fidelity Investments
    Fixed Income Specialist
    Fidelity Investments Jun 2008 - Aug 2012
    Boston, Ma, Us
    Assist high net worth customers to build, structure and maintain bond portfolios to achieve their personal investment goals.
  • Fidelty Investments
    Premium Relationship Associate
    Fidelty Investments Dec 2009 - May 2010
    Worked in outbound sales group contacting customers with the goal of enhancing their customer experience and increasing their customer satisfaction.
  • Fidelty Investments
    Financial Representative
    Fidelty Investments Jun 2008 - Dec 2009
    Entry-level customer service position.

Richard Sikes, Cfa, Mba Skills

Financial Modeling Valuation Excel Investments Fixed Income Bloomberg Portfolio Management Securities Bonds Financial Analysis Mutual Funds Financial Reporting Series 7 Strategic Financial Planning Accounting Financial Services Forecasting Asset Allocation Qrm Microsoft Excel Financial Planning Credit Risk Swift Python Php Visual Basic Sql Mysql

Richard Sikes, Cfa, Mba Education Details

  • University Of Florida
    University Of Florida
    Master Of Business Administration (M.B.A.)
  • Florida State University
    Florida State University
    Finance And Real Estate

Frequently Asked Questions about Richard Sikes, Cfa, Mba

What company does Richard Sikes, Cfa, Mba work for?

Richard Sikes, Cfa, Mba works for Hazlnutco

What is Richard Sikes, Cfa, Mba's role at the current company?

Richard Sikes, Cfa, Mba's current role is Founder Hazlnut.

What is Richard Sikes, Cfa, Mba's email address?

Richard Sikes, Cfa, Mba's email address is si****@****aol.com

What schools did Richard Sikes, Cfa, Mba attend?

Richard Sikes, Cfa, Mba attended University Of Florida, Florida State University.

What skills is Richard Sikes, Cfa, Mba known for?

Richard Sikes, Cfa, Mba has skills like Financial Modeling, Valuation, Excel, Investments, Fixed Income, Bloomberg, Portfolio Management, Securities, Bonds, Financial Analysis, Mutual Funds, Financial Reporting.

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