Todd Michael Kunselman, Cfa Email & Phone Number

Baltimore, Maryland Area

• Researched, analyzed and delivered investment product insights to internal and external wholesalers to aid in developing client relationships and to acquire more AUM. Partnered with multiple business groups to develop new processes to gather, to deliver and to improve the efficiency of competitive investment intelligence. • Proactively created a defensive report for T. Rowe Price’s Retirement Date franchise when it was experiencing outflows from poor performance during the heights of the Covid-19 panic which has directly and indirectly led to over $2 Billion of new Asset flows and another $3 Billion AUM retained. • Led the development of an internal proprietary screen for Broker/Dealer platforms to quickly identify weak/vulnerable competitor strategies for wholesalers to target the assets.• Took the project lead of an internal proprietary tool to analyze and generate reports for Target Date products that have been delivered to countless clients and have indirectly led to notable asset flows.• Utilized SQL skills to write scripts so as to best manage internal databases so as to understand client trends and to help develop strategies with sales associates so as to win assets

Shanghai City, China

Deliver Business Studies lectures to Year 1 students. Hold tutorial sessions for Year 2 Events Management students

Shanghai, China

Shanghai City, China

Shanghai, China

New York City, Usa

• Designed and executed discretionary intraday and overnight trading strategies based on technical analysis including volume, relative strength, price consolation levels, trends, breakouts, moving averages, and sentiment• Researched and interpreted live market events to identify potential new trades and manage current positions by adjusting portfolio risk/reward profile in a fast paced environment• Performed fundamental analysis by reviewing companies’ financial statements to gain further insight into longer term trends on companies’ performance• Used statistical analysis to measure portfolio performance• Formulated, ran and refined custom filtering scripts identifying stocks with high probabilities of favorable performance• Remained flexible to take advantage of volatile and unpredictable markets• Developed spreadsheets using Excel for further data analysis and strategy implementation

Calculated and analyzed inputs to enter into a construction documentation system (ECMS). Designed Excel spreadsheets to track invoicesCalculated project estimates, managed materials expenditures, and audited all payments upon completion Conducted inspections to ensure construction projects conformed to blueprints.Supervised over four contractors