DAVIS KELLOGG
Charleston,SC
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Financial Retirement Representative
Empower Retirement
05.2022 - 12.2023
- Provided solutions to customers with their retirement accounts
- Facilitated account management through high tier financial service with Salesforce
- Processed contribution alterations, distributions, loans and communicated plan updates and changes to clients
- Provided knowledgeable IRS limits and tax information regarding retirement plans.
Strategist Intern
Golden Oak Capital Hedge Fund
- Worked with ThinkorSwim to discover strategies for the company's bot trading algorithm
- Presented work through ThinkScript to determine if the strategy had a positive ROI
- Analyzed pre-markets and created watchlists for the day and for the week.
Options / Crypto Trader
Daily Portfolio Management / Trading
- Self taught market trader - learned basic trading styles which applied to self sustainability
- Analyzed markets on NYSE, Ethereum blockchain, and Solana blockchain.
Education
Bachelor of Science in Finance and Business Administration -
The University of Alabama
Tuscaloosa, AL05.2021
Skills
- Analytics
- Fast Learner
- Consistent
- Highly Motivated
- Sports Connoisseur
- Salesforce
- OnBase
- ThinkScript
- Blockchain
- Tokenomics
- Options Trading
- Excel
- Word
- PowerPoint
- DFS
Timeline
Financial Retirement Representative
Empower Retirement
05.2022 - 12.2023
Strategist Intern
Golden Oak Capital Hedge Fund
Options / Crypto Trader
Daily Portfolio Management / Trading
Bachelor of Science in Finance and Business Administration -
The University of Alabama