Liam Blaisdell
Plymouth,MA
Summary
Dedicated college student with an academic background in finance and a passion for problem-solving. Ability to handle numerical data and analytical situations, as demonstrated through previous coursework. Eager to apply my dedication, and skills in both problem-solving and numerical analysis in a collaborative environment.
Overview
1
1
year of professional experience
Work History
Equity Analyst
Center For Advanced Financial Education, RWU
01.2025 - Current
- Analyzed global market & economic conditions as well as researched equities via Bloomberg Terminal with the objective of examining a company’s financial strength by applying fundamental, behavioral, and technical analysis
- Presented quantitative and qualitative opportunities to fellow analysts & management team on a scheduled and ad-hoc basis when deciding to buy and sell equities that meet our portfolio's objectives
- Provided daily reports to stakeholders and fund managers that includes the performance of global & domestic indices, currency news, fund performance and analyst insight on company specific updates that determine trading decisions
Finance Intern
SHP Financial Wealth Management
04.2024 - 08.2024
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Created, prepared, and analyzed performance reports for annuities, IRAs, and other investment portfolios.
- Shadowed and worked with each subsection in the firm (investment committee, advising, compliance, business development)
- Collaborated with clients and interns to create solutions regarding portfolio management.
Middle and Elementary School Substitute Teacher
Plymouth Public Schools
11.2023 - 05.2024
- Supported students in developing social skills through structured activities and positive reinforcement techniques.
- Provided one-on-one support for students with learning disabilities, enabling them to excel in their coursework.
- Management of large groups of students to create a safe, controlled learning environment.
Education
Bachelor of Science - Finance- 3.75 GPA
Roger Williams University
Bristol, RI05.2026
Skills
- Technical Analysis in the Stock Market
- Fundamental Analysis in the Stock Market
- Financial Accounting
- Basic Excel
- Financial Statement Analysis
- Training and Mentoring
- Microsoft Excel
- Team Collaboration
- Equity research
- Leadership
- Oral Communication
- Management
Accomplishments
- Current member of the Roger Williams University Soccer team
- 2023 & 2024 CSC NCAA division three soccer academic all-district team
- Dean's list all college semesters
- One year of advanced research in technical and fundamental analysis of the stock market
- Ranked in the top 10% of high school class
- Created an online reselling business generating over $1,000 in revenue in two months
Timeline
Equity Analyst
Center For Advanced Financial Education, RWU
01.2025 - Current
Finance Intern
SHP Financial Wealth Management
04.2024 - 08.2024
Middle and Elementary School Substitute Teacher
Plymouth Public Schools
11.2023 - 05.2024
Bachelor of Science - Finance- 3.75 GPA
Roger Williams University
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