Summary
Overview
Work History
Education
Skills
Certification
Software
Interests
Timeline
Generic

Hannah Mardini

Investment Management Consultant
Salt Lake City,UT

Summary

Experienced Investment Management and Banking Consultant with 4+ years’ experience in the financial sector. Seeking to leverage cross-functional skills in finance, management, and marketing to build economic solutions and develop insightful analysis for internal users and external clients.

Overview

3
3
Languages
2
2
Certifications
4
4
years of post-secondary education
6
6
years of professional experience

Work History

Investment Management and Banking Consultant

Factset Research Systems Inc
Norwalk, CT
02.2019 - 05.2021
  • Extended and sustained relationships with customers to maintain and grow business.
  • Worked directly with sector analysts, portfolio managers, research associates, marketing administrators and IT experts to understand and improve financial workflow and needs
  • Promoted from Associate to Investment Management Consultant, taking on over 500 individual users and large clients
  • Managed and maintained over $2 million ASV
  • Trained financial leaders in training seminars and supported FactSet applications in creating custom FactSet models, screens, and automation routes for industry leaders

Finance and Operations Coordinator

Dimassimo Goldstein
New York, NY
09.2017 - 01.2019
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Provided direction and guidance to internal teams in order to achieve targets.
  • Accounts Payable and Accounts Receivable; processed employee payroll/expense reports and vendor invoices, and created client-facing invoices while overseeing overdue client invoices
  • Set, enforced and optimized internal policies to maintain responsiveness to demands, including establishing monthly budgets and preparing invoices

Venture Management Consultant

University Of Connecticut
Storrs, CT
01.2017 - 05.2017
  • Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
  • Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
  • Improved marketing by 25% after realizing untapped demographics in the market
  • Helped develop proactive and successful business policies to meet changing demands.

Community Outreach Transportation Manager

University Of Connecticut
Storrs, CT
08.2016 - 05.2017
  • Collaborated with program teams, community organizations, peers and volunteers in execution of events and activities.
  • Developed and maintained mutually beneficial relationships with agencies and organizations across state.
  • Applied project management/administrative experience as team leader to create an efficient database center for all employees and vehicles

Marketing Intern

Southern New Hampshire University - On Campus
Manchester, NH
05.2015 - 08.2016
  • Provided marketing analysis for 30 organizations and created media that reached over 3,000 students.
  • Developed ads geared towards target demographics, monitoring results to improve marketing research and team campaign development.
  • Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.

Education

Bachelor of Science - Business Management

University of Connecticut
Storrs, CT
09.2013 - 05.2017

Skills

Portfolio Management

undefined

Certification

Experienced Investment Management and Banking Consultant with 4+ years’ experience in the financial sector. Seeking to leverage cross-functional skills in finance, management, and marketing to build economic solutions and develop insightful analysis for internal users and external clients.

Software

FactSet Research Systems

Microsoft Office Suite

ExcelOM

Outlook

Access

QuickBooks

Interests

Tennis

Hiking/Camping

Timeline

Investment Management and Banking Consultant

Factset Research Systems Inc
02.2019 - 05.2021

Finance and Operations Coordinator

Dimassimo Goldstein
09.2017 - 01.2019

Venture Management Consultant

University Of Connecticut
01.2017 - 05.2017

Community Outreach Transportation Manager

University Of Connecticut
08.2016 - 05.2017

Marketing Intern

Southern New Hampshire University - On Campus
05.2015 - 08.2016

Bachelor of Science - Business Management

University of Connecticut
09.2013 - 05.2017

Similar Profiles

CREATE PROFILE
Hannah MardiniInvestment Management Consultant