Sjoerd Blankenstein, Cfa Email & Phone Number

New York, Ny, Us

Fairfield, New Jersey, United States

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Fairfield, New Jersey

Fairfield, New Jersey

Fairfield , New Jersey

• Analyzed clients’ investment portfolios, prepared evaluation reviews of their current holdings.• Built various Excel models to automatically form performance reports.• Incorporated potential client funds portfolio data into Morningstar Advisor Workstation, analyzed their holdings to find competitive advantage for firm.• Proposed securities trades to balance clients’ portfolios to the set goal while avoiding tax costs.

Greater New York City Area

• Manipulated big data in Excel, used nested look-up functions to select input data.• Analyzed Tableau data bars in comparison with client contracts to validate data.• Created Excel macros and templates to improve work efficiency.• Organized $100 million revenue allocations into streamlined functional Excel categories.