Summary
Overview
Work History
Education
Skills
Timeline
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Andrew Alex

Middletown

Summary

Every business has a dream, and in my career so far it has been my privilege to help them achieve their ambitions in two ways; first by building out their supply chain relationships. With my second job connecting struggling businesses with capitol and financial structuring solutions. At triple crown we take a hands on, high service approach that clients rarely receive in the financial sector. We manage their financial data, Help design term loans and payment options that benefit there business model. We help them get back on their feet and eventually become a successful brand. During my time with Diginuiti I helped Businesses connect with vendors to deliver specific customer requests, thus creating a new relationship. I went beyond the requirement of identifying potential vendors, conducting a thorough analysis of each vendor. Through what I have accomplished so far I have been able to help both my clients and my company succeed.

Overview

3
3
years of professional experience

Work History

Financial Data Analyst

Bloomberg
01.2023 - 01.2024
  • Created index pages for multiple Bloomberg banking clients such as Goldman Sachs, J.P. Morgan, Bank of America, Royal bank of Canada, Nomura, Deutsche Bank etc.
  • Uploaded Index pages, and historical prices of the products to the Bloomberg Terminal.
  • Performed any revisions to the Index pages on the terminal requested to me by the clients.
  • Reviewed and processed Client requests for restriction clearance on the Index pages for their customers.

Funding Specialist

Triple Crown Capital
01.2022 - 05.2022
  • Brought in over 20 new clients for my firm, and improved the finances of all 20 clients.
  • Guided clients to restore their businesses and help them succeed.
  • Ensured a high level of care when handling business statements, bank records, and loan documents.
  • Reviewed and validated details of loan applications and closing documentation.

Intern

Diginuiti
07.2021 - 10.2021
  • Bought clients thousands of visitors to their websites.
  • Connected clients with partners to further enhance their business.
  • Created long lasting relationships between Clients, vendors, and customers
  • Was an integral part of establishing supply chain flow between companies that have never worked together.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.

Education

Bachelor of Arts - Finance

Caldwell University
Caldwell, NJ
12.2021

Skills

  • Time Management
  • Microsoft Office
  • Customer Communication
  • Digital Applications

Timeline

Financial Data Analyst

Bloomberg
01.2023 - 01.2024

Funding Specialist

Triple Crown Capital
01.2022 - 05.2022

Intern

Diginuiti
07.2021 - 10.2021

Bachelor of Arts - Finance

Caldwell University
Andrew Alex