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

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