Fixed Income Credit Analyst
CurrentFixed income credit analyst covering Investment grade Technology and REIT sectors.
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@fortwashington.com
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Steven Garrett is listed as Fixed Income Credit Analyst at Fort Washington Investment Advisors, Inc., a with 114 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a work email signal at fortwashington.com and a matched LinkedIn profile for Steven Garrett.
Steven Garrett previously worked as High Yield Fixed Income Analyst at Ameritas Investment Partners and Index and Derivatives Analyst at Ameritas Investment Partners. Steven Garrett holds Bachelor'S Degree, Finance from Wright State University.
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AeroLeads found 1 current-domain work email signal for Steven Garrett. Compare company email patterns before reaching out.
Hi I'm Steven Garrett and I'm a Finance Graduate with experience in finance management, accounting, and reporting, some of my accomplishments include: • As a Project Administrator, I created a budget management tool to track and plan grant spending worth up to $300,000 for 10 accounts, increasing reporting accuracy and eliminating budget overspending.• As a Tax Intern for Woods & Woods Financial Group, I was awarded a bonus for excellence in performance.I'm always looking to network with people who share my interest in financial planning. Want to discuss how to efficiently streamline reporting and monitor account balances? Connect with me here on LinkedIn or email me at Garrett.Steven28@gmail.com.
Listed skills include Finance, Accounting, Financial Reporting, Financial Analysis, and 23 others.
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Cincinnati, Ohio, United States
Fixed income credit analyst covering Investment grade Technology and REIT sectors.
Thz Sensors Group
• I monitored 10 account balances to ensure grant spending before expiration, and maximize available funds to increase efficiency.• Forecasted expenses to expedite financial reporting of account balances for month end closings. • Also, I collaborated with Principal Investigator and accountants to prepare progress reports for 3 grant projects funded by the US Army. • Finalized and submitted annual progress reports to the US Army for review to determine project renewals… Show more • I monitored 10 account balances to ensure grant spending before expiration, and maximize available funds to increase efficiency.• Forecasted expenses to expedite financial reporting of account balances for month end closings. • Also, I collaborated with Principal Investigator and accountants to prepare progress reports for 3 grant projects funded by the US Army. • Finalized and submitted annual progress reports to the US Army for review to determine project renewals or cuts. • I assisted engineers in the calibration of sensitive terahertz laser setups using linear regression analysis. • Furthermore, I obtained vendor quotes, and was responsible for purchasing equipment and supplies for various grant accounts. Show less
Vandalia Ohio
• I was responsible for reconciling financial statements for 2 companies and completing annual accounting based on speed and accuracy. • Completed journal entries and compiled financial statements to complete tax returns. This prevented late filing IRS penalty fees and allowed more time for business partners to work with clients. • I calculated investment cost basis for client financial planning to complete tax returns and update financial planning software.
Other employees you can reach at fortwashington.com. View company contacts for 114 employees →
Doug Kelsey, Cfa
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Sidnei Harmon, Mba, Crpc
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Stella Vollmer
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati Metropolitan Area, United States
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Wade Donels
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Skylar Lewis
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati Metropolitan Area, United States
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Matt Jackson, Cfa
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Richard Schneider
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Tracey Stofa
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati Metropolitan Area, United States
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Irene Tsai, Cfa, Cfp®, Chfc®, Clu®
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Amy L. Mickey
Colleague at Fort Washington Investment Advisors, Inc.Cincinnati, Ohio, United States
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Activities and Societies: Beta Gamma Sigma Business Honors Society; Golden Key Honors Society, Football
Quick answers generated from the profile data available on this page.
Steven Garrett works for Fort Washington Investment Advisors, Inc..
Steven Garrett is listed as Fixed Income Credit Analyst at Fort Washington Investment Advisors, Inc..
AeroLeads has found 1 work email signal at @fortwashington.com for Steven Garrett at Fort Washington Investment Advisors, Inc..
Steven Garrett is based in Cincinnati Metropolitan Area, United States while working with Fort Washington Investment Advisors, Inc..
Steven Garrett has worked for Fort Washington Investment Advisors, Inc., Ameritas Investment Partners, Wright State University, and Woods & Woods Financial Group.
Steven Garrett's colleagues at Fort Washington Investment Advisors, Inc. include Doug Kelsey, Cfa, Sidnei Harmon, Mba, Crpc, Stella Vollmer, Wade Donels, and Skylar Lewis.
You can use AeroLeads to view verified contact signals for Steven Garrett at Fort Washington Investment Advisors, Inc., including work email, phone, and LinkedIn data when available.
Steven Garrett holds Bachelor'S Degree, Finance from Wright State University.
Steven Garrett is listed with skills including Finance, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Budgets, Purchasing, and Investments.
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