KRYSTEL SEVERE
New York,NY
Summary
Analytical and detail-oriented finance graduate with experience in banking, investment analysis, and client financial advisory. Strong background in financial statement analysis, risk assessment, and regulatory compliance. Proven ability to evaluate client financial profiles, identify risk exposures, and support investment and lending decisions in fast-paced environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Universal Banker
Citi Bank
Valley Stream, NY
03.2025 - Current
- Analyzed client financial profiles to recommend tailored lending, banking, and investment solutions that aligned with risk tolerance
- Evaluated client eligibility for financial products to support informed credit-related discussions
- Strengthened client relationships, enhancing portfolio growth and retention
- Conducted KYC procedures and ensured compliance with AML and regulatory standards
- Monitored account activity and escalated suspicious transactions for risk review
Investment Analyst
ProFin
Port-au-Prince, Haiti
02.2024 - 12.2024
- Performed financial analysis and valuation (DCF, comparables) to inform investment strategies
- Conducted sensitivity analysis to assess market and macroeconomic risks impacting investment outcomes
- Identified financial trends and risk exposures through data analysis to guide risk management decisions
- Improved reporting efficiency by 15% through optimized data processes
Boutique Associate
Aritzia
Tysons Corner, VA
10.2022 - 07.2023
- Delivered exceptional customer support by addressing inquiries and guiding purchases.
- Placed products on the sales floor and upheld display standards to enhance the customer experience.
- Curated merchandise and processed shipments to optimize inventory management.
- Supported service counter and atelier teams in daily operations, facilitating seamless workflow.
Education
Bachelor of Science - Finance
George Mason University
VASkills
Financial Analysis
Financial Statement Analysis Valuation (DCF, Comparables) Financial Modeling Portfolio Analysis
Risk & Compliance
KYC AML Transaction Monitoring Risk Assessment Regulatory Compliance
Technical Skills
Microsoft Office, Word, PowerPoint, Excel (Pivot Tables, Macros) Python Excel VBA Salesforce Zoho Analytics
Languages
English French Haitian Creole Spanish (Intermediate)
Certification
Securities Industry Essentials (SIE), waiting for credentials
Leadership Projects
- Impact of Real Estate on Bank Stock Returns, Analyzed real estate market factors and their influence on stock returns of major banks, providing key insights into the correlation between property valuation cycles and stock performance.
- Firm Valuation of Various Companies, Performed financial analysis and valuation of public companies, utilizing DCF, comparable, and precedent transactions to determine intrinsic values and market competitiveness.
Areas Of Expertise
Financial Statement Analysis, Valuation (DCF, Comparables), Financial Modeling, Portfolio Analysis, KYC, AML, Transaction Monitoring, Risk Assessment, Regulatory Compliance, Microsoft Office, Word, PowerPoint, Excel (Pivot Tables, Macros), Python, Excel VBA, Salesforce, Zoho Analytics, English, French, Haitian Creole, Spanish (Intermediate)
Timeline
Universal Banker
Citi Bank
03.2025 - Current
Investment Analyst
ProFin
02.2024 - 12.2024
Boutique Associate
Aritzia
10.2022 - 07.2023
Bachelor of Science - Finance
George Mason University