Aaron Teal
Charlotte,NC
Summary
Finance major and MBA student with expertise in financial modeling and investment analysis, poised to translate academic excellence into practical solutions in financial services. Skilled in distilling complex financial data to drive strategic investment decisions, prepared to enhance decision-making and support with meticulous research and attention to detail within a dynamic growth-orientated culture.
Overview
4
4
years of professional experience
Work History
Analyst
BBG
08.2021 - 05.2023
- Conducted comprehensive financial analysis and aided in the valuation of commercial real estate properties
- Assisted in market feasibility and environmental studies, gaining proficiency in strategic investment decision-making
- Played a key role in the property appraisal process, providing critical support in determining accurate property valuations.
- Aided in delivering comprehensive advisory services, including meticulous financial reporting, cost accounting, and support in refinancing initiatives.
- Advanced proficiency in Microsoft Excel, utilizing it extensively for financial modeling, analysis, and reporting.
Certified Head Lifeguard
Swim Club Management Group, Inc
05.2019 - 08.2020
- Ensured swimmer safety and well-being at local residential pools across two summers by enforcing rules, conducting regular training drills to cut down emergency response times, fostering team communication through daily briefings, and managing lifeguard schedules for optimal coverage.
Education
MBA - Investment Management
UNC-Charlotte, Belk College of Business
Charlotte, NC05.2025
Bachelor of Arts - Finance
Rhodes College
Memphis, TN05.2023
Technical Skills
- Financial Analysis & Modeling
- Proficient in Bloomberg Terminal and Bloomberg Market Concepts Certified
- Experienced with Morningstar for investment research in global markets
- Data Analysis with Excel, SQL, and Python
Timeline
Analyst
BBG
08.2021 - 05.2023
Certified Head Lifeguard
Swim Club Management Group, Inc
05.2019 - 08.2020
MBA - Investment Management
UNC-Charlotte, Belk College of Business
Bachelor of Arts - Finance
Rhodes College
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