Miles Cooper
Integra Funding Solutions
North Richland Hills,TX
3
years of professional experience
Finance professional with background in International Economics and mathematics. Diverse array of experience spanning brokerage and credit roles.
Previous experience in client services as a licensed stock broker, with a strong foundation in understanding capital markets and brokerage products. Currently working in the factoring industry as an underwriter. Skills include understanding working capital dynamics and financial analysis. Level II candidate for the CFA program.
Work History
Credit and Funding Analyst
1 Year 5 Months- Underwrite and onboard new businesses from transportation, energy, telecom, and staffing industries.
- Review legal documents and file UCC financing statements.
- Analyze short-term liquidity of both public and private companies utilizing credit reports and financial statements.
- Provide recommendations for credit exposure within a factoring portfolio.
- Assist with operations, including updating client information and sending wires.
Licensed Stock Broker
1 Year 3 Months- Provided exceptional customer service by answering high-volume calls, assisting clients with questions about Schwab, and resolving issues related to their accounts.
- Executed trades on behalf of clients, including equities, derivatives, and CDs ensuring accuracy and compliance.
- Advised clients on a variety of financial matters, including account transfers, banking operations, trading, and retirement accounts, while communicating complex concepts in a clear, concise, and approachable manner.
- Leveraged problem-solving skills to propose alternative solutions for clients facing difficult or unique financial situations.
- Researched financial inquiries utilizing a variety of resources and collaborate with other departments to resolve client inquiries or escalate issues to specialized teams as needed.
Tracking & Metrics Intern
3 MonthsEducation
Bachelor of Science - Mathematics
Bachelor of Science - International Economics
Skills
CFA Level I
Series 7 & 63
Timeline
Credit and Funding Analyst
Integra Funding Solutions
03.2025 - CurrentRead More
Licensed Stock Broker
Charles Schwab
12.2023 - 03.2025Read More
Tracking & Metrics Intern
So Fare Films
05.2023 - 08.2023Read More
Texas Christian University
Bachelor of Science from Mathematics
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John Cabot University
Bachelor of Science from International Economics
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