Sam Beattie Email & Phone Number

St. Augustine, Fl, Us

Atlanta, Georgia, Us

As an analyst, I assist with the due diligence process, ensuring we make informed decisions on investment opportunities. Managing product onboarding is also a key focus, where I help streamline processes and enhance offerings. Additionally, I monitor investment performance, tracking the success of our strategies and provide insights for improvement.A large portion of my duties include handling investment offering materials, maintaining detailed records, and ensuring that all our marketing materials and technology platforms are accurate and up to date. My analytical skills come into play as I evaluate alternative investments and contribute to the overall investment decision-making process.

New York, Us

Mount Pleasant, South Carolina, Us

Writing economic reports for developed and emerging market countries highlighting overall economic performance and citing factors that contribute to (un)favorable conditions and the reasons for any divergences from previous trends

Charleston, South Carolina, Us

Charleston, Sc, Us

Investigated companies that received a buy signal from Tandem's proprietary quantitative model and prepared a research report for the Investment Team. Specifically examining companies' financial statements, management teams, and business segments to discern whether they meet Tandem's fundamental investment criteria.

Toronto, Ontario, Ca

Shadowing position working closely with the Director of Capital Markets and Futures sales at RBC.

Assisted in accounting entries and learned how to use software such as QuickBooks. Created invoices and accounting updates for the company. Performed adjusted journal entries as well as reconciling financial data entries in excel.