Aston LaValley
Stony Point,NY
Summary
Professional with strong analytical skills and background in financial assessment. Adept at evaluating creditworthiness and managing risk, bringing high level of precision to financial analysis and reporting. Known for effective team collaboration and flexibility, ensuring reliable support in dynamic environments. Proficient in financial modeling, credit risk analysis, and market research, with focus on achieving measurable results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Business Development Associate
Barnum Financial Group
Westchester, NY, USA
05.2025 - Current
- Analyzed client financial statements, cash flows, and balance sheets to support investment and financial planning decisions
- Built and maintained financial models in Excel to evaluate asset allocation strategies and risk exposure
- Assisted advisors in assessing client risk tolerance and aligning portfolios with long-term financial objectives
- Conducted research on market trends, interest rates, and economic conditions to inform portfolio recommendations
- Supported client portfolio reviews by identifying performance drivers and potential risk factors
- Conducted market research to identify potential clients and growth opportunities.
Personal Trainer
Apex Performance LLC
Haverstraw, NY, USA
05.2022 - 08.2024
- Managed a portfolio of 15+ clients, tracking performance metrics and adjusting programs based on measurable outcomes
- Applied data-driven analysis to improve client retention and optimize training efficiency
- Demonstrated strong client management, discipline, and accountability in a results-oriented environment
- Conducted comprehensive fitness assessments to track client progress and adjust training plans.
- Designed personalized fitness programs tailored to individual client goals and abilities.
Vice President
Global Sustainability Solutions Challenge
10.2022 - 12.2022
- Led team in developing a scalable platform, managing timelines, and evaluating project feasibility
- Led development of sustainability initiatives, driving organizational alignment with global environmental standards.
- Managed cross-functional teams to implement innovative strategies addressing climate change challenges.
Education
Bachelor of Science - Financial Economics
Binghamton University, SUNY
05-2025
Skills
- Financial statement analysis
- Cash flow analysis
- Ratio analysis
- Microsoft Excel (advanced)
- PowerPoint
- Word
- Python
- R (data analysis, modeling)
Certification
- Securities Industry Essentials (SIE), FINRA
- Life & Health Insurance License
Leadership And Experience
- Global Sustainability Solutions Challenge, Vice President, 2022-10-01, 2022-12-01, Led team in developing a scalable platform, managing timelines, and evaluating project feasibility
- New Jersey Hitmen (USPHL), Defenseman, Developed decision-making skills under pressure and strong team coordination
Timeline
Business Development Associate
Barnum Financial Group
05.2025 - Current
Vice President
Global Sustainability Solutions Challenge
10.2022 - 12.2022
Personal Trainer
Apex Performance LLC
05.2022 - 08.2024
Bachelor of Science - Financial Economics
Binghamton University, SUNY