Work Preference
Summary
Work History
Education
Skills
Certification
Timeline
Generic
Dylan Reilly
Open To Work

Dylan Reilly

Orlando,FL

Work Preference

Desired Job Title

Operations Strategy ConsultantFinancial AnalystInvestment AnalystPrivate Wealth Management Intern

Work Type

Full Time

Location Preference

On-SiteHybrid
Location: Orlando, FL, USBoston, MAChicago, ILDallas, TX
Open to relocation: Yes

Salary Range

$65000/yr - $200000/yr

Summary

Driven investment analyst with a proven ability to enhance portfolio performance through strategic decision-making and data synthesis. Expertise in developing investment strategies and improving stakeholder communication for impactful outcomes.

Work History

Investment Analyst

Crummer Investment Management
Orlando, FL
01.2026 - Current
  • Improved portfolio risk-adjusted performance, as measured by tracking error and sector attribution versus the S&P 500, by developing sector-level investment strategies using dividend-discount and cash-flow models.
  • Generated actionable business insights for senior decision-makers, as measured by investment committee approvals and capital-allocation changes, by synthesizing financial, market, and competitive data into executive-level recommendations.
  • Enhanced capital allocation effectiveness, as measured by diversification and risk-parity metrics, by structuring sector and security-level risk frameworks for stakeholders.
  • Strengthened strategic decision-making, as measured by clarity and speed of buy and sell outcomes, by producing valuation models, security tear sheets, and executive summaries.

Operations Strategy Consultant

Pella Windows & Doors
Orlando, FL
09.2025 - Current
  • Designed AI-enabled load-management workflows to improve order-to-ship reliability and load completion accuracy.
  • Identified automation opportunities by mapping end-to-end logistics, reducing bottlenecks and errors.
  • Synthesized operational data into actionable proposals, increasing stakeholder adoption of recommendations.
  • Evaluated AI deployment options to guide technology investment decisions in quality control and fulfillment systems.

Financial Analyst

US Anesthesia Partners
Orlando, FL
09.2025 - Current
  • Improved business performance visibility through accurate KPI and variance analysis of P&L statements.
  • Identified profitability drivers by analyzing complex expense structures and revenue streams.
  • Supported strategic planning with scenario analyses and financial reports for cross-functional stakeholders.
  • Enhanced executive communication by translating detailed analytics into concise, actionable summaries.

Private Wealth Management Intern

Creative Investment Group
Nashville, Tennessee
05.2025 - 08.2025
  • Enhanced client portfolio outcomes through development and implementation of asset-allocation strategies for over $25 million in assets.
  • Synchronize market research, performance data, and benchmarks into actionable investment proposals, improving decision-making.
  • Achieved 100 percent trade and transfer accuracy by coordinating transactions among advisors, custodians, and operations teams.
  • Produced concise portfolio and market analysis to deliver actionable investment insights, increasing client engagement.

Education

MBA - Finance

Crummer Graduate School
Orlando, FL
05-2026

Bachelor of Arts - Business Management

Rollins College
Orlando, FL
03-2024

Skills

  • Financial analysis
  • Investment strategies
  • Data synthesis
  • Portfolio management
  • Strategic planning
  • Market research

Certification

SIE

Timeline

Investment Analyst

Crummer Investment Management
01.2026 - Current

Operations Strategy Consultant

Pella Windows & Doors
09.2025 - Current

Financial Analyst

US Anesthesia Partners
09.2025 - Current

Private Wealth Management Intern

Creative Investment Group
05.2025 - 08.2025

MBA - Finance

Crummer Graduate School

Bachelor of Arts - Business Management

Rollins College

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Dylan Reilly