Highly motivated and experienced in fast-paced environments with over 1 year of professional financial modeling and analysis experience. Seeking entry-level opportunities to enhance abilities while contributing to the company's growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Investor Consultant & Analyst
Xeta Capital
Sheridan, WY
06.2023 - 09.2024
Conducted extensive financial modeling for over 1,000 investor portfolios
Maintained relationships with 250+ investors to enhance client satisfaction