Connor Graham
Jacksonville
Summary
Results-driven Financial Management graduate from Clemson University with a minor in accounting. Strong academic foundation and practical experience. Played football at Clemson until early 2023 due to a medical disqualification. Completed a valuable internship under Brad Thomas, advancing quickly and assuming additional responsibilities. Currently serving as Operations Manager overseeing two departments. Eager to pursue new career opportunities for further skill and development.
Overview
3
3
years of professional experience
Work History
Operations Manager
Wide Moat Research
01.2024 - Current
- Developed custom automated tools and systems to enhance operational efficiency and improve both internal processes and external user experiences
- Tasked with designing and overseeing the financial tools offered within our service
- Tasked with Managing a team and handling: Scheduling, Budget, and day to day tasks and maintaining company culture
- Designed and developed data pipelines to acquire, clean and process data to be used for our Index.
- Oversaw and designed the internal process for the customer service team
- Analyzed and reported on key performance metrics to senior management.
- Aided constructive forecasting by assisting with financial model development.
Analyst
Wide Moat Research
12.2023 - 03.2024
- Worked directly under Brad Thomas in running an investment analysis company catering to over 115,000 followers
- Created reports on REITs performances and Earnings reports
- Developed expertise in REIT valuation, mastering key metrics for assessing company health
- Aided in the development of an ETF
- (NYSE:IRET)
- Mastered Communicating effectively within a professional environment while maintaining and coordinating company meetings
Sales Intern
CISCO
01.2022 - 05.2022
- Demonstrated effective communication and presentation skills by presenting a sales pitch about the software learned
- Demonstrated adaptability and a willingness to learn by taking on new tasks and responsibilities beyond the scope of the internship
- Maintained accurate and detailed records of project process, deadline, and outcomes
- Proactively identified and resolved project issues, ensuring timely delivery of project milestones
Education
Bachelor of Science - Financial MGT with real estate emphasis, Accounting
Clemson University
05.2024
Skills
- Integrating AI workflows
- Proficient in Process Automation and System Design
- RNN Modeling
- Building and facility management
- Data management
- Strong understanding of Financial Principles
- Proficient in excel
- Client Relations
- Financial Modeling
- Financial Reporting
- Performance reporting
Timeline
Operations Manager
Wide Moat Research
01.2024 - Current
Analyst
Wide Moat Research
12.2023 - 03.2024
Sales Intern
CISCO
01.2022 - 05.2022
Bachelor of Science - Financial MGT with real estate emphasis, Accounting
Clemson University
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