William Fried Email & Phone Number

St. Louis, MO, US

• Take time to learn about what is important to my clients, including their (1) values, (2) hopes and (3) dreams. I believe only by first understanding my clients and their unique needs can I then customized my advice to.
• Use an established and repeatable process to build high quality investment portfolios through extensive quantitative and qualitative research.
• Host virtual and in person investment seminars to help my clients stay well informed and enable them to make smart investment decisions.
• Team up with my clients' tax professionals and estate attorneys to offer comprehensive wealth planning strategies.

• Created softwares to calculate the intrinsic value of securities and compare that to the current trading prices to discover discrepancies for investment opportunities.

Nashville, Tennessee, US

• Used value investing methodology to systematically discover potential stocks to purchase.
• Spearheaded our social media campaign to market the firm’s investment services to potential clients.
• Innovated and implemented the idea of expanding our business into the Asian community.
• Made calls and scheduled appointments with prospective business partners and clients.
• Built relationships with top executives by actively participating in networking events.
• Met with prospects to learn about their financial situations and goals.

Nashville, Tennessee, US

• Analyzed 8-K,10-K, and 10-Q SEC filings to learn about company’s management, products, catastrophic risks, durable competitive advantages, and earning predictability.
• Prepared research reports on public companies and present findings to the managing partner.
• Applied principles such as the Margin of Safety, Intrinsic Value Calculation, SWOT and Ratio Analysis to research analysis.
• Brainstormed website improvement ideas with the managing partner and our web designer.
• Created PowerPoint presentations and crafted a sample company introductory letter for the firm.

Davis, California, US

• Collected 21 years of data covering a wide range of topics, such as comparative education statistics and school expenditures; data will be used to study the relationship between the minimum wage and school enrollment.
• Managed project progress using Excel and communicated with professor on project development.

• Jumpstarted the club and used the organization as a platform to provide students with access to business professionals, career guidance, and community service opportunities.
• Grew club membership from 0 to 20+, and event participation to 40+ attendees in less than two years by developing and implementing a strategic undergraduate marketing plan.
• Proposed, as the Club Advisor, a simulated investment competition which was adopted by the club leadership; supported new club officers in finding guest speakers and managing the organization.
• Updated members on business and financial news through the club’s webpage.

• Recognized as one of the top performing interns in a 2-month long simulated investment competition in which over 40 other interns competed.
• Prepared stock reports on the V.F. Corporation and the Coca Cola Company by using qualitative, quantitative (i.e. ratio analysis), and technical analysis techniques.
• Presented Amazon’s 2011 Quarter Three performance to the internship cohort with project team.
• Created a custom-made sample portfolio with five other team members, taking into account a client’s risk tolerance and diversification requirements.

Davis, California, US

• Collaborated with team members in managing the laboratory’s scientific literatures and instruments.
• Learned how to separate substances based on density level by using high-speed centrifuge.
• Conducted research by creating and cultivating yeast solutions for Vitamin E metabolites study.

Davis, California, US

• Searched and collected forensic entomology evidences from cadavers, which can then be used to estimate when victims passed away.
• Organized and preserved the evidences found in chemical solutions to facilitate further investigations.

Master Of Science (Ms), Finance

Bachelor Of Science (Bs), Neurobiology, Physiology And Behavior