Kevin Callahan Jr.
Avon,OH
Summary
Confident, motivated, and ambitious worker always wanting to learn and grow more in my current position A great team player and excel at helping people achieve their personal best A quick learner with a great ability to multitask different things at once
Overview
13
13
years of professional experience
Work History
Senior Portfolio Analyst
Bellwether Enterprise Real Estate Capital, LLC
07.2024 - Current
- Improved forecasting accuracy by refining macroeconomic models used for scenario analysis purposes.
- Managed the preparation of quarterly reports, ensuring accurate representation of portfolio performance and strategy updates.
- Streamlined reporting processes, resulting in reduced operational inefficiencies and increased productivity.
- Presented insightful findings on market trends during team meetings, aiding in the formulation of strategic recommendations for clients'' portfolios.
- Reduced portfolio risks by implementing effective hedging strategies and stress testing measures.
- Collaborated with cross-functional teams to develop customized investment solutions tailored to clients'' specific needs.
- Developed rebalancing strategies to minimize risk exposures.
- Helped clients make optimal decisions on amounts and timing of capitalization.
Portfolio Analyst
Bellwether Enterprise Real Estate Capital, LLC
02.2023 - Current
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Provided strategy advice to high net worth clients.
- Conducted regular meetings with clients to review portfolio performance, address concerns, and offer recommendations for adjustments as needed.
- Developed strong relationships with clients by providing exceptional service and communication throughout the investment process.
- Assisted Portfolio Managers with due diligence and portfolio maintenance.
- Maintained a strong understanding of macroeconomic factors and their potential impact on investment portfolios, incorporating this knowledge into strategic recommendations for clients.
Lien Release Specialist
KeyBank
06.2022 - 02.2023
- Collaborated with developers to resolve issues discovered during the release process, ensuring a high-quality end product for users.
- Facilitated smooth transitions between development, testing, and production environments through effective coordination with stakeholders.
- Managed risks associated with releases by implementing thorough testing and quality assurance measures.
- Evaluated vendor offerings for potential inclusion in release processes, identifying tools that improved overall efficiency and effectiveness.
- Assisted in training new employees on release procedures, contributing to their professional growth within the organization.
- Ensured timely product releases by managing project deadlines and milestones.
Lead Teller
KeyBank
06.2021 - 06.2022
- Full control of branch ATM’s to make sure everything is balanced and there is enough cash stocked in there to ensure it lasts throughout the whole weekend
- Performing a nightly count of the branch vault to make sure every dollar is properly accounted for and balanced in the system
- Completing all BOTT tasks by expected due date
- Perform monthly audit of branch signature cards
- Perform monthly audit of branch safe deposit box cards
- Order cash on a weekly basis
- Create schedule for the branch to ensure the staffing is adequate every day
- Ensure all branch employee info is correct and that their information is updated every 6 months inside our securitas alarm system
Teller
KeyBank
01.2018 - 06.2021
- Processed client transactions as they came in throughout the day
- Learned about products we offer and how to transition clients to the platform staff
- Helped at numerous branches that were experiencing short staffing while I was part time to gain more experience and meet more people
- Teller gold star club winner
Crew Lead
Giant Eagle
09.2012 - 12.2017
- Balance all cashier drawers at end of shift to balance the cash vault
- Order all kitchen and food supplies to ensure the kitchen was fully stocked for the week
- Dealt with customer issues as they arose throughout my working shift
- Created work schedule for the month
- Made sure all appropriate signage and marketing materials were posted throughout the store
- Scan and sign in vendors in the store according to the delivery schedule
- Won attendance award in November of 2014
Education
High School -
St. Edward High School
05.2015
Skills
- Building rapport
- Remembering names and faces
- Personality skills
- Remembering small details
- Communication
- Transactions processing
- Attention to detail
- Problem-solving
- Customer service
- Positive attitude
- Relationship building
- Data entry
- Training and development
- Team development
Timeline
Senior Portfolio Analyst
Bellwether Enterprise Real Estate Capital, LLC
07.2024 - Current
Portfolio Analyst
Bellwether Enterprise Real Estate Capital, LLC
02.2023 - Current
Lien Release Specialist
KeyBank
06.2022 - 02.2023
Lead Teller
KeyBank
06.2021 - 06.2022
Teller
KeyBank
01.2018 - 06.2021
Crew Lead
Giant Eagle
09.2012 - 12.2017
High School -
St. Edward High School
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