Kerriann Quinn
LaGrangeville
Overview
4
4
years of professional experience
Work History
Financial Associate
Wells Fargo
White Plains
08.2024 - Current
- Activity manage a portfolio of 30 middle-market clients, ensuring timely renewals, covenant compliance, and addressing client inquiries with an aggregate loan value of $500+ million.
- Prepare and present detailed deal opportunities to credit approvers, highlighting financial analysis, risk factors, and proposed structures to secure lending approval.
- Work directly with Relationship Managers to deliver client-focused solutions for middle-market companies.
Financial Analyst
Wells Fargo
White Plains
07.2023 - 08.2024
- Underwrote and supported over 50 companies in the greater NY Metro area, providing tailored lending solutions.
- Expertise in assessing loan applications, analyzing financial documents, and mitigating risk.
- Evaluated creditworthiness and maintained high levels of customer satisfaction while making sound lending decisions.
- Underwent formal 6-month credit training Program within the bank.
Financial Analyst Intern
Wells Fargo
White Plains
06.2022 - 08.2022
- Performed risk assessments on potential loan recipients based on credit rating, borrowing history, and other specific risk factors.
- Partnered with senior analysts on 5 deals to analyze a company's financial, operational, and management strengths and weaknesses to identify potential risks.
- Maintained client relationships and supported companies with revenues of $10 million to $2 billion.
Business Analytics Intern
Swisher International Inc.
Jacksonville
06.2021 - 08.2021
- Collaborated with 30+ senior analysts to analyze business performance.
- Developed data driven visuals; transferred into a presentation slide deck for management review.
- Developed strong Tableau and Excel skills to support strategic decision making.
Education
Bachelor of Science - Finance and Marketing, Secondary Concentration in Strategy Consulting
Fordham University, Gabelli School of Business
Bronx, NY05.2023
Skills
- Credit underwriting
- Portfolio management
- Data visualization
- Risk assessment
- Client relationship management
- Effective communication
- Team collaboration
- Loan structuring
Certificates & Trainings
- Bloomberg Market Concepts Certification
- Tableau Software
- Wells Fargo Financial Analyst Training Program
Honors And Awards
- Community Engaged Learning Credit, Bronx, NY, 01/21 - 04/21, Mentored a team of 4 high-risk high school students through their consulting projects.
- Goldman Sachs Summer Insight Series, New York, NY, 07/20, Accepted and participated in the 2-week Goldman Sachs Virtual Summer Insight Program.
- Certificate of Special Congressional Recognition, LaGrangeville, NY, 12/17, Awarded as part of the congressional nomination process for the U.S. Military Academy (West Point).
- West Point Summer Leadership Experience (Cadet Candidate), West Point, NY, 06/18, Selected to attend the WP-SLE, a week of concentrated academic, athletic, military, and social engagement at West Point.
Leadership Experience
- Fordham Smart Woman Securities (SWS) Finance Club, Bronx, NY, Research Teams Senior Analyst, 2019 - 2023, Accepted to be a member of the SWS Research Team as a senior analyst., Mentored underclass with their orientation stock pitches.
- Fordham University Mathematics Department, Bronx, NY, Calculus Tutor, 11/21 - 2023, Tutor 10+ students in their calculus capabilities with hands on, personalized learning sessions 3 hours a week.
Timeline
Financial Associate
Wells Fargo
08.2024 - Current
Financial Analyst
Wells Fargo
07.2023 - 08.2024
Financial Analyst Intern
Wells Fargo
06.2022 - 08.2022
Business Analytics Intern
Swisher International Inc.
06.2021 - 08.2021
Bachelor of Science - Finance and Marketing, Secondary Concentration in Strategy Consulting
Fordham University, Gabelli School of Business