Cody S. Peebles
Arlington,VA
Summary
Analytical professional with a strong background in financial modeling and risk management. Skilled in providing financial solutions for trade decisions and tracking system metrics. An astute candidate that helps develop new strategies and processes to optimize financial trade operations both pre-trade & post-trade.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Trade Data Analyst
Wealth Architects LLC
Denver, CO
04.2017 - Current
- Collecting market data in equities, indices and crypto for organization and back-testing using financial software to set a variety of parameters using if/then scenarios and strict risk management tools to help make real-time financial trades and investments.
- Conducting detailed financial trade analysis to identify and evaluate changes in markets, trends and potential areas of execution improvement.
- Charting trends, reversals and consolidation phases of broad indices.
- Using and updating 2 proprietary indicators to help develop trade strategies in emerging businesses and a variety of securities.
- Assisting in position reconciliation with the post-trade team assessing current liabilities from total company assets.
- Using RiskAPI and Excel to manage risk, capture execution data and ADTV for review while compiling program discrepancies for continued modification or deletion.
- Reporting post-close trade information using Excel to optimize future performance.
Senior Office Manager
Holos Health
Denver, CO
01.2015 - 11.2018
- Created Excel spreadsheets for financial invoice review and for bi-annual office budget preparation.
- Controlled inter-office finances to lower costs and keep business operating within budget.
- Refined customer account input criteria using Word and Excel to streamline company databases while keeping all medical, informational and insurance records compliant.
- Maintained a positive working relationship with other Colorado-based practices to collaborate on medical conferences which increased sales by 15% and customer retention by 5% over 2 years.
- Complied with all legal requirements for foreign entries and provided training resources for foreign language communications in a medical environment.
- Coached new hires on company processes while managing employees to achieve maximum production
Office Administrative Assistant
A New Age Medical
Denver, CO
02.2012 - 04.2015
- Maintained company Quickbooks to create invoice payments for 10 branch employees and reported monthly finances reports to lead accountant.
- Optimized financial resources, cash management & ensured liquidity for company transactions as apart of the company treasury team.
- Colorado Department of Health & Human Services company liaison for annual meeting in reviewing State mandated guidelines and license procedures.
- Created the first company-wide document filing system using OneDrive.
Education
Bachelor of Science - Business Management
Metropolitan State University of Denver
Denver, Colorado06.2015
High School Diploma -
George Mason
Fairfax County, Virginia01.2007
Skills
- Trilingual
- Financial Modeling
- Report Preparation
- Forecasting Data Trends
- Comparative Analysis
- Technical Analysis
- Strong Attention to Detail in Work / Life Habits
- Ability to Thrive in Fast Paced Work Environments
- Ability to Adapt New Ideas and Directions Quickly
- Passionate for Continued Learning
- Friendly, Positive, Clean, and Personable
- CPR Certified
Leadership Experience
- Senior Office Administration
- Risk Management and Quality Control Specialist
- Employee Development and Performance Tracking
- Inventory Management
- Business Financial Accounting Team Member
Software Knowledge
- Microsoft Office 365: Excel, Word, Powerpoint, Outlook, Calendar, Teams.
- DAS Trading, SterlingPro, ThinkorSwim, ThinkScript, TC2000, TradeStation, E-Trade, CoinBasePro, Arbor Crypto Systems, BAMSEC.
- Adobe Premier Pro, LightWorks, Windows Movie Maker, OBS.
- OS installation
- 50 WPM
Certification
- FINRA S.I.E Certification
- Series 66
- DOT Certified (VA)
- International Air Transport Association I.A.T.A
- C.P.R Certified
Languages
English
Native or Bilingual
Spanish
Professional Working
Amharic
Limited Working
Volunteer Experience
- Ethiopian Community Center, Denver, 2014 - 2015, Denver, Colorado
- Ethiopian Embassy Washington, D.C Community Development Council Volunteer, 2019-2023, Washington, D.C
- National Geographic Informational Resource, 2013
References
- Dr. David Gordon M.D - 303 725 5240 (Boulder, CO)
- Dr. Joseph Cohen M.D - 720 273 3568 (Boulder, CO)
- Dr. Lisa Rittel D.O - 303 641 4016 (Denver, CO)
Timeline
Financial Trade Data Analyst
Wealth Architects LLC
04.2017 - Current
Senior Office Manager
Holos Health
01.2015 - 11.2018
Office Administrative Assistant
A New Age Medical
02.2012 - 04.2015
Bachelor of Science - Business Management
Metropolitan State University of Denver
High School Diploma -
George Mason