Weston Chenoweth Email & Phone Number

Peoria, Illinois, United States

Bloomington, Illinois, United States

- Lead and mentor Trade Desk of 5 analysts- Monitor, review, and trade more than 430 client accounts, representing approximately $1.2 billion in assets under management (AUM) or about half of AUM within the purview of COUNTRY’s Trade Desk; ability to trade 100% as needed- Serve as Materials sector equity analyst, responsible for the allocation of approximately $60 million in client and company assets- Through August 2023, our Materials portfolio had outperformed the sector by 32% (assumed coverage in February 2020)- Built and continue to maintain an Excel-based model used by our mutual fund selection committee to better analyze performance and facilitate quarterly committee meetings- Maintain and update COUNTRY’s individual stock model to reflect committee recommendations and monitor compliance with our instituted allocation parameters- Serve as the local Eikon/Datastream charting specialist, preparing graphics often used in client-facing presentations- Lead on Global Investment Performance Standards (GIPS) initiatives, including preparing quarterly composites, spearheading our annual verification with an external consultant, and serving as the primary point of contact for most things GIPS-related- Prepare and maintain quarterly Tableau AUM reports- Trusted as a local trading expert, often serving as the first point of contact when trading issues arise- Collaborated to create a field force compensation revamp presentation for management’s use in discussions with the executive suite- Troubleshot many problems independently—and others by collaborating with external resources, oftentimes when no internal precedent existed- Promoted to Sr. Investment Analyst in January 2022

Bloomington/Normal, Illinois Area

Bloomington/Normal, Illinois Area

- Created, analyzed, and maintained property & casualty competitive models across 19 states and two lines of business (auto and home)- Analyzed industry, competitor, and company data to identify opportunities to increase market share- Developed user-friendly spreadsheets and dashboards to be shared with management- Supervised Competitive Intelligence Associate during quarterly updates to rate change and market analysis reports- Completed ad hoc requests, including tax cut research that was ultimately shared with COUNTRY's executive suite- Enhanced the user experience of our quarterly market analysis report and numerous Excel-based models

Bloomington/Normal, Illinois Area

- Led the strategic effort to identify, qualify, and prioritize the University's top existing/prospective donors- Analyzed trends in internal and external data to support and improve prospect portfolio management- Led prospect management meetings with the major gifts team, maintaining foci on current and future priorities- Created reports/analyses to address ad hoc requests and implemented automated/improved solutions when possible- Bridged the communication gap between the major gifts team and database administrators- Evaluated and revised engagement scoring model and algorithm in conjunction with the data management and alumni engagement teams to improve the University’s ability to measure and enhance constituent engagement

Greater Chicago Area

- Collaborated with team members to provide approximately 65 large, multinational clients with transfer pricing and valuation consulting and compliance services- Completed research to prepare analyses for a variety of industries, including the automotive, pharmaceutical, apparel, personal care products, and management consulting industries- Aggregated, analyzed, and visualized data provided by clients for presentation to tax authorities- Served as Chicago office specialist for proprietary transfer pricing software platforms (Interpreter® and KLTP®)- Developed curricula for and led three group training sessions for new hires- Created a model to score a large beverage company's credit and analyze its ability to assume a greater debt burden- Custom built models for five different clients to value complex securities (primarily performance share units) using Monte Carlo simulations - Designed a model for a pharmaceutical client to convert third party nominal royalty rates to comparable effective royalty rates by accounting for upfront and milestone payments- Promoted to Sr. Associate in October 2016

Greater Chicago Area

Peoria, Illinois Area

- Offered an on-call position after summer internship to serve as office administrator while the regular Branch Office Administrator was out- Held pre-appointment meetings with Financial Advisor’s clients

Peoria, Illinois Area

- Contacted 345 clients by phone to promote portfolio reviews and/or services offered by Edward Jones- Conducted 20 pre-appointments with host Financial Advisor’s existing clients- Coordinated a Social Security seminar with an external vendor- Prepared mock portfolios and financial forecasts for existing clients- Completed a residential face-to-face survey activity, achieving a total of 76 respondents- Collaborated with Financial Advisors in the Peoria area to complete training and observation activities

Canton, Il

- Determined and addressed customer needs and concerns, typically in one-on-one interactions- Ensured customer satisfaction- Cross-sold relevant/featured products- Collaborated with a team to solve problems, ensure sales goals, and maintain an organized store