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Skills

  • Analysis
  • Excel
  • Excel Programming
  • Research
  • Visual Basic
  • Basic
  • Business Intelligence
  • Business Intelligence Tools
  • Capital Markets
  • Chartered Financial Analyst
  • Data Research
  • Designer
  • Financial Advisory
  • Financial Analysis
  • Financial Planning

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Services

  • MBA & Chartered Financial Analyst

    $25/hr Starting at $200 Ongoing

    Dedicated Resource

    I am a CFA charterholder and earned an MBA from The Wharton School of Business, University of Pennsylvania and a BA from Trinity College. Currently, I am a Portfolio Manager at a boutique Registered...

    AnalysisBasicCapital MarketsChartered Financial AnalystExcel

  • Excel, Dashboard, Reporting, VBA

    $25/hr Starting at $200 Ongoing

    Dedicated Resource

    Expertise in Excel, VBA. I have extensive experience in using Excel for financial, market and securities analysis, as well as for data research, analysis and reporting.

    AnalysisBusiness IntelligenceBusiness Intelligence ToolsData ResearchExcel

  • PowerPoint & Google Slides Presentations

    $25/hr Starting at $100 Ongoing

    Dedicated Resource

    Professional, detail-oriented, and easy to read slides, decks and templates. Custom designs, automation, flowcharts, process diagrams, organizational charts. Quick turnarounds. Print-ready files.

    DesignerMarketingMicrosoftPDF ConversionPDF Design

About

Director & Portfolio Manager - OIA Ltd., a boutique Registered Investment Advisor in the British Virgin Islands
Trader - Lehman Brothers & Barclays Capital
Senior Marketing Manager - Advent Software
MBA, Finance - The Wharton School of Business, University of Pennsylvania
Chartered Financial Analyst charterholder