Sam Cooke Email & Phone Number

Indiana, United States

• Demonstrates proficiency in navigating financial markets by leveraging a diverse range of securities, including stocks, bonds, options, and futures, and consistently refines and implements sophisticated trading.
• Implements disciplined risk management protocols, including stop-loss orders, position sizing techniques, and portfolio diversification strategies, to preserve capital and minimize downside risk.
• Utilizes a comprehensive approach to trade idea development, combining technical, fundamental, and quantitative analyses. Incorporates technical indicators, fundamental research, and quantitative models to inform.
• Conducts thorough analysis of macroeconomic trends to inform investment decisions, adjust portfolio allocations and capitalize on emerging opportunities.

Chicago, Illinois, United States

• Utilized YCharts for data entry and analysis, including running reports to compare client portfolios with Private Vista’s proprietary models.
• Delivered insightful financial commentary and actionable recommendations based on report analysis.
• Attended and participated in firm-wide and weekly team meetings.
• Collaborated individually with senior advisors, advisors, and partners to discuss wealth management, financial planning, and YCharts implementation goals.

Valparaiso, Indiana, United States

• Collaborated within a dynamic team of 16 professionals to efficiently address and fulfill diverse work orders from tenants and property managers, ensuring timely resolution and exceptional service delivery.
• Executed a broad spectrum of daily maintenance tasks aimed at enhancing the overall quality, cleanliness, and ambiance of multiple properties.
• Proactively identified areas for improvement and implemented effective solutions to elevate property aesthetics and functionality, contributing to heighted tenant satisfaction and retention.

Bachelor'S Degree, Finance

Indiana Core 40 With Academic Honors