Summary
Overview
Work History
Education
Skills
Timeline
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William Saliba

Frederick,MD

Summary

Experienced finance professional with expertise in data analysis, investment strategy, and risk management. Aiming to utilize quantitative skills and analytical insights to deliver impactful, data-informed solutions within a dynamic and innovative setting.

Overview

10
10
years of professional experience

Work History

Equity Trader

Self-Employed
06.2020 - Current
  • Grew a multi-asset portfolio with a 34% annualized return by applying technical and fundamental analysis to manage a diversified portfolio of equities and options.
  • Enhanced portfolio performance through diligent research, stock selection, and timely adjustments to market conditions.
  • Increased trading profits by implementing effective risk management strategies and optimizing trade execution.
  • Conducted rigorous due diligence on potential investments to ensure optimal allocation of capital resources.
  • Maintained detailed records of trades and performance metrics in Excel, enabling accurate reporting and informed strategic decisions.

Consultant

Ladel Financial, LLC
03.2018 - 06.2020
  • Collaborated with management and cross-functional teams to evaluate business operations, identify inefficiencies, and implement tailored solutions that supported growth and profitability.
  • Led a cost-optimization project that reduced operational expenses by 10% while supporting a new client acquisition strategy, contributing to a 15% revenue increase over two years.
  • Presented actionable insights to leadership, aligning process improvements with firm-wide growth objectives.
  • Streamlined internal processes to enhance team efficiency and improve overall project outcomes.

Management Consultant

Navigant
03.2015 - 03.2018
  • Conducted examinations of high-risk mortgage loans for national and regional banking clients to ensure regulatory compliance.
  • Analyzed financial records and firm documentation to identify discrepancies, exceptions, and operational risks.
  • Collaborated with audit teams and cross-functional stakeholders on the design of quality assurance processes to enhance regulatory frameworks and internal controls.
  • Delivered audit findings to clients and internal teams, maintaining regulatory protocols and supporting thematic reviews.
  • Participated in internal knowledge-sharing and mentored new hires on audit and compliance best practices.

Education

Bachelor of Science - Economics

Towson University
Towson
12-2014

Skills

  • Equity valuation
  • Strategic analysis
  • Effective communication
  • Cross-Functional Collaboration
  • Process Optimization
  • Time Management
  • Technical and Fundamental Analysis
  • Risk Management
  • Investment Strategy
  • Microsoft Excel

Timeline

Equity Trader

Self-Employed
06.2020 - Current

Consultant

Ladel Financial, LLC
03.2018 - 06.2020

Management Consultant

Navigant
03.2015 - 03.2018

Bachelor of Science - Economics

Towson University

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William Saliba