Srdana Pokrajac, Cfa

Srdana Pokrajac, Cfa Email and Phone Number

Financial Planning @ Spartan Planning Group
Srdana Pokrajac, Cfa's Location
New York, New York, United States, United States
Srdana Pokrajac, Cfa's Contact Details

Srdana Pokrajac, Cfa personal email

Srdana Pokrajac, Cfa phone numbers

About Srdana Pokrajac, Cfa

Srdana Pokrajac, Cfa is a Financial Planning at Spartan Planning Group. They possess expertise in market research, business analysis, international business, teamwork, economics and 22 more skills. They is proficient in English. Colleagues describe them as "As Srdana's MPA Capstone professor at Presidio Graduate School, I had the honor of supporting her to connect her deep commitment to social sustainability at both the individual and collective levels with her goal of developing a concrete methodology for Human Capital Valuation that can be of practical use to any organization that depends on its people and their creativity/knowledge. Srdana is the kind of practitioner-scholar who has the intelligence, practicality, and toolkit to change the world one organization at a time. She brought doctoral-level passion for scouring the literature to lay a solid foundation of research and theory for her work, along with uncommon integrity and insight that allowed her to stop and rethink when something didn't make sense. Srdana is a highly effective partner for organizations that are serious about understanding the value of their people and taking concrete action to improve how they measure and manage human capital. I recommend Srdana without hesitation as an innovator and thought leader for the new era in our knowledge economy.", "Srdana was one of our best students at Hult and she graduated with distinguished honors. She is bright, creative, and resourceful. I believe she will be an asset for any organization who hires her and she will have a successful career.", and "I worked with Srdana in many projects. It was always a pleasure to work with her and to master challenges we were facing in our projects. She always showed an exceptional contribution on passion for her job. I can highly recommend Srdana because I am totally convinced that she is able to add value to any company."

Srdana Pokrajac, Cfa's Current Company Details
Spartan Planning Group

Spartan Planning Group

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Financial Planning
Srdana Pokrajac, Cfa Work Experience Details
  • Spartan Planning Group
    Financial Planning Associate
    Spartan Planning Group May 2024 - Present
    Greensboro, North Carolina, Us
  • Planbound, Llc
    Founder
    Planbound, Llc Aug 2023 - Present
  • Goalvest Advisory
    Financial Trader
    Goalvest Advisory Sep 2023 - Apr 2024
    New York, Ny, Us
    • Executing daily trading requests such as fulfilling client liquidity needs.• Maintaining and updating client information and changes in their Investment Policy Statements.• Rebalancing of client portfolios.• Daily trading of stocks, bonds, mutual funds, ETFs, alternative investments, and structured products such as digital and income notes.
  • Hip Investor Inc.
    Esg & Impact Investing Analyst
    Hip Investor Inc. Oct 2021 - Nov 2023
    Laguna Beach, Ca, Us
    • Researched and analyzed the social, environmental and governance impacts of municipal bond issuers, including governments, public schools, universities and community colleges, hospitals, electric utilities, and housing agencies.• Collected, cleaned, and organized complex datasets from public sources on educational assessments and performance, healthcare administration and energy consumption and production across the U.S.• Built and analyzed quantitative impact metrics used in proprietary ratings.• Maintained and updated the company’s client portal hosting ratings and metrics for 100,000+ entities.• Documented the impact of municipal bonds and published findings in leading media outlets.• Attended and presented at industry events and conferences across the U.S.
  • Wyzant
    Finance & Economics Tutor
    Wyzant Sep 2019 - Nov 2021
    Chicago, Il, Us
    • Tutored students from high school to graduate school level in various subjects, including corporate finance, financial accounting, micro- and macro-economics, and sustainable finance & responsible investing.• Ranked in top 10% of tutors in the first 6 months of tutoring among 65,000 + tutors across the U.S.
  • Adria Trips
    Ceo & Founder
    Adria Trips Sep 2017 - Oct 2021
    • Designed and organized itineraries for travelers to Croatia, including yoga retreats, winery tours and culinary education.• Managed operations and established network of business partners both in the U.S. and Croatia.• Booked travel arrangements for 300+ clients annually, including groups.
  • Presidio Graduate School
    Teaching Assistant - Quantitative Methods
    Presidio Graduate School Aug 2015 - Dec 2017
    San Francisco, Ca, Us
    • Assisted faculty in the development of the course Quantitative Methods and Statistics, offered to MBA and MPA students.• Designed, monitored, and updated the course online dashboard on a weekly basis.• Tutored and mentored students individually and in groups, graded assignments and provided feedback.
  • Stok Llc
    Summer Research Associate - Human Capital Valuation
    Stok Llc Jun 2015 - Sep 2015
    San Francisco, California, Us
    • Researched and developed methodologies for measuring and managing human capital • Advised stok on the ways to measure, manage and increase the value of their human capital• Collaborated on a white paper demonstrating the advantages and financial feasibility of high performance buildings
  • Socap14
    Conference Content Coordinator
    Socap14 Jun 2014 - Sep 2014
    • Researched and developed content for 15+ panels and workshops related to the topics of Sustainable Food Systems and the Sharing Economy• Contacted and arranged meetings and conference calls with potential panelists, keynote speakers and entrepreneurs • Coordinated panelists’ and speakers’ arrival at the conference and made sure they were at the right place and at the right time for their panels and keynote speeches
  • Applied Ceramics
    Account Manager
    Applied Ceramics Feb 2013 - Jan 2014
    Fremont, California, Us
    • Managed 30+ client accounts on a daily basis by visiting clients’ offices, receiving and inputting orders, coordinating production, and assuring timely shipments• Ensured that clients’ technical drawings were compliant with industry specifications before approving them for production• Proactively identified solutions to clients’ needs by engaging with clients and employees in multiple departments• Reduced order error and enhanced customer satisfaction through regular management of multiple online customer relationship management (CRM) portals and enhanced customer satisfaction through regular management of multiple online customer relationship management (CRM) portals
  • Hip Investor
    Impact Investment Analyst
    Hip Investor Apr 2012 - Dec 2012
    Laguna Beach, Ca, Us
    • Pioneered and lead the analysis and research of the social and environmental impact of municipal bonds issued by educational institutions to be included in clients’ portfolios• Developed 30+ social and environmental impact metrics used to evaluate the impact of municipal bond issuers in the US K-12 and higher education system• Used Morningstar Office suite for the daily management of client data, including checking for inputting errors and ensuring that portfolios matched benchmark performance• Created and published client portfolio performance reports on a monthly and quarterly basis
  • Hult International Business School
    Teaching Assistant - Managerial Economics
    Hult International Business School Mar 2012 - May 2012
    Cambridge, Ma, Us
    • Graded weekly assignments and exams• Tutored groups and individuals in a class of 70+ students
  • Platinum Invest Investment Fund
    Client Relations Intern
    Platinum Invest Investment Fund Nov 2008 - Feb 2009
    • Helped create content for weekly newsletters, including macro news and news from the market• Assisted in publishing monthly and quarterly performance reports
  • Erste Group Bank Ag
    Financial Associate/Intern
    Erste Group Bank Ag Jun 2008 - Aug 2008
    Vienna, At
    • Provided operational support for the corporate sector of the bank serving small to mid-size companies• Helped speed up client loan application process for 100+ business clients• Inputted in electronic format previously unrecorded files and documents

Srdana Pokrajac, Cfa Skills

Market Research Business Analysis International Business Teamwork Economics Corporate Finance Social Media Powerpoint Team Leadership Excel Microsoft Office Microsoft Excel Start Ups New Business Development English Business Development Marketing Analysis Financial Analysis Accounting Account Management Research Finance Business Strategy Management Analytical Skills Microsoft Powerpoint

Srdana Pokrajac, Cfa Education Details

  • Presidio Graduate School
    Presidio Graduate School
    Sustainable Management
  • Hult International Business School
    Hult International Business School
    International Business (Mib)
  • Zagreb School Of Economics And Management
    Zagreb School Of Economics And Management
    Economics
  • Cdp Certified Climate Change Course
    Cdp Certified Climate Change Course
  • Gri Certified G4 Sustainability Reporting Course
    Gri Certified G4 Sustainability Reporting Course
  • Sroi Practitioner Training Course - Social Value Uk
    Sroi Practitioner Training Course - Social Value Uk
    Certificate Of Completion

Frequently Asked Questions about Srdana Pokrajac, Cfa

What company does Srdana Pokrajac, Cfa work for?

Srdana Pokrajac, Cfa works for Spartan Planning Group

What is Srdana Pokrajac, Cfa's role at the current company?

Srdana Pokrajac, Cfa's current role is Financial Planning.

What is Srdana Pokrajac, Cfa's email address?

Srdana Pokrajac, Cfa's email address is sr****@****dio.edu

What is Srdana Pokrajac, Cfa's direct phone number?

Srdana Pokrajac, Cfa's direct phone number is +141536*****

What schools did Srdana Pokrajac, Cfa attend?

Srdana Pokrajac, Cfa attended Presidio Graduate School, Hult International Business School, Zagreb School Of Economics And Management, Cdp Certified Climate Change Course, Gri Certified G4 Sustainability Reporting Course, Sroi Practitioner Training Course - Social Value Uk.

What are some of Srdana Pokrajac, Cfa's interests?

Srdana Pokrajac, Cfa has interest in Journeys, Social Studies, Exploring New Horizons, Health, Children, Education, Environment, Society, Science And Technology, Human Rights.

What skills is Srdana Pokrajac, Cfa known for?

Srdana Pokrajac, Cfa has skills like Market Research, Business Analysis, International Business, Teamwork, Economics, Corporate Finance, Social Media, Powerpoint, Team Leadership, Excel, Microsoft Office, Microsoft Excel.

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