William Maloney Email & Phone Number

New Orleans, Louisiana, United States

• Lead increases in efficiency with CRM software, saving over $10,000/year• Create dashboards in Excel to organize and display client data for meetings• Design tear sheets using CRM software and Excel to send monthly performance updates for hedge funds to investors• Edit investor communication materials for clarity and readability• Consolidate incoming interest payments, fund-of-funds management performance, index performance, and cash balances; create daily internal reports viewed by CEO, CFO, and advisors

• Automate daily processes in Excel, saving hundreds of hours yearly• Conduct data analysis on sales and inventory data for use in management decision making• Build client portfolios using TD Ameritrade using Advisor’s asset allocation weights according to risk tolerance profiles• Reconcile bank statements and track daily changes for Panthera (FreeGulliver’s hedge fund) to provide investors with performance metrics• Execute transition of clients’ holding data from Morningstar Office to Black Diamond reporting software• Prepared monthly financial statements for firm’s accounting clients • Reviewed transactional information in QuickBooks to ensure accuracy of records • Researched and compiled compensation data from peers of oil and gas transportation firm; results were used at client’s Board of Directors meeting to determine executive compensation

Greater New Orleans Area

• Develop consulting knowledge through collaboration with the Freeman Consulting Group• Consult for local businesses with community-focused goals• Research and analyze business problems

New Orleans, La

• Selected to participate in a nationally acclaimed securities research program• Worked as part of a four-person team to research Crown Crafts, Inc. (NASDAQ: CRWS)• Interviewed top management and visited company sites• Developed cash flows, earnings models, and peer comparisons for the report• Published a report distributed to more than 20,000 institutional and individual investors

• Processed packages for a mailroom that receives up to 2000 packages a day• Greeted and assisted students at the front desk • Resolved students’ problems sending or receiving packages