Veronica W. Email & Phone Number

Greater St. Louis Area

Investment Strategist experienced in developing strategic capital market assumptions and asset allocations using quantitative and statistical modeling methods, economic research, and a qualitative overlay.• Takes lead in the generation of the Capital Market Assumptions for asset classes within the equity, fixed income, real assets, and alternative investment asset groups.• Takes lead in generating the Strategic (20+ year horizon) Asset Allocations and tax-efficient Asset Allocations using output from the Mean Variance Optimization and a qualitative overlay.• Researches market and economic trends to develop asset allocation and investment strategy.• Speaks at internal and external conferences and on client facing calls and events on the economy, markets, asset allocation, and investment strategy.• Oversees the creation of WFII's quarterly external facing Market Charts presentation (100+ slides).• Researches for and authors client approved reports on asset allocation related investment topics.• Manages several junior analysts and reviews their work on monthly production of various client approved economic and market strategy presentations.

Greater St. Louis Area

Investment Strategy Analyst assisting in developing strategic capital market assumptions and asset allocations.• Assisted in the creation of the Capital Market Assumptions and Strategic Asset Allocations.• Frequently presented to internal and external audiences on the economy, markets, and asset allocation.• Completed model documentation and annual performance monitoring for the Capital Market Assumptions and Strategic Asset Allocation models.• Researched and created charts for the Market Charts presentation.• Researched for and co-authored client approved quarterly thematic reports and ad hoc special reports on timely investment topics.• Trained junior analysts to assist with monthly production of various client approved economic and market strategy presentations.

Greater St. Louis Area

Research analyst on the International and Real Assets strategy teams in the Wells Fargo Investment Institute to assist in developing the investment strategy for international developed and emerging countries, commodities, and currencies.• Routinely updated and checked performance of daily buy/sell recommendations for commodities;• Wrote daily bullets on commodities and important economic releases that may affect commodity prices for the Daily Market Update publication;• Wrote bi-weekly Global Real Assets Update for Wells Fargo Advisors Morning Outlook publication;• Updated economic surprise (monthly), cyclical (quarterly), and structural(semi-annually) fundamental models for developed and emerging countries;• Compiled contributions from strategists to update Advice Engine, a tool on WFA intranet for financial advisors to quickly look up WFII’s current strategic investment view;• Authored a client approved piece on real assets markets and drivers monthly;• As secretary of the Global Investment Strategy Committee, created the committee's agenda gathering input from all investment strategists and took minutes during the meeting.

Greater St. Louis Area

• Maintained and updated a compilation of strategies displaying buy/sell recommendations for commodities; • Designed and used statistical models to analyze risk and random returns as applied to structured products; • Maintained a compilation of weighting recommendations for international developed and emerging countries; • Computed portfolio statistics for the firm’s asset allocation models;• Wrote a weekly piece to summarize important events to occur in the week ahead that will impact international and commodity markets;• Co-authored a client approved monthly sector update on commodities.

Greater St. Louis Area

• Led a Calculus study group of 8 college freshman and sophomores weekly to assist students in not only calculus but general problem solving skills; • Completed a problem set every weekend; • Instilled confidence in problem solving by not confirming correct answers when asked; • Maintained a consistent study environment.

Greater Chicago Area

• Created a branch for Ivy Insiders Revolution Prep Summer Management Program (ACT preparatory classes) in Chicago; • Tutored 4 students in group settings and/or private one-on-one study sessions; • Effectively executed marketing, finances, and sales for the branch garnering $2,096 in revenue in 3 months; • Managed 3 high school seniors and instructed them on how to carry out marketing; • Offered several free practice exams and workshops.

Greater St. Louis Area

• Organized students ages 11-13 into study groups;• Assigned volunteers to work with students deciding who works best with whom;• Mentored and tutored students ages 11-13 focusing on bettering their reading skills;• Planned and lead activities for the students;• Consulted with the other mentors to provide the best environment for the students.

Bachelor Of Arts (B.A.), Mathematics And Statistics

Bachelor Of Arts (B.A.), Spanish Language And Literature