Sarika Ram Email & Phone Number

Stetson University

· Managing a portfolio made up of $3.5 million in stocks and bonds by conducting extensive financial market research as well as exploring potential investment growth opportunities· Pitching thoughtful investment recommendations backed by market, sector, portfolio, and company analysis utilizing financial software such as Bloomberg, Morningstar, Thomson Reuters, Baseline & Telemet· Tracked and evaluated companies by creating valuation models, reviewing growth and risk factors, generating pro-forma income statements, balance sheets and statement of cash-flows

Deland, Fl

•Responsible for budgeting events•Managed and maintained the CSA bank account•Attended all hearings and meetings for SAFAC, follow SAFAC protocol•Attended all executive board and general meetings•Updated executive board on new polices and allocation changes

Lake Mary, Fl

•Identified and resolved problems, investigated and corrected errors in customer accounts•Participated in testing existing applications for upgrades, regression and new functionality to ensure programs are functioning properly prior to project completion•Maintained correspondent accounts in accordance with applicable regulations and Pershing policies, ensured regulatory compliance and minimized exposure related to assigned operational tasks