Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Price Yates

Ridgeland,Ms

Summary

Thorough Portfolio Analyst offering 5 years of quality financial management demonstrated through a proven history of client satisfaction. Diligent and committed with extensive knowledge of market evaluation and economic trends. Demonstrated success in increasing yields to meet client objectives.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Portfolio Analyst

Smith Shellnut Wilson
05.2022 - Current
  • Create personalized account strategies based on each client's current portfolio
  • Prepare and review quarterly reports for each client
  • Reports include information such as maturity distributions, cash flow shocks with different time intervals, individual bond shocks, municipal credit analysis, CMO rate shocks and yield trackers
  • Assemble ALCO presentations for bank board meetings.

Sales Associate

WFGIA
02.2022 - 05.2022
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients
  • Pursued continued professional development through insurance workshops, course and webinars.

Portfolio Strategies Analyst

FHN
10.2019 - 12.2021
  • Serving sales staff and providing community banks with investing strategies solutions
  • Identified and reported on portfolio discrepancies to foster accuracy and resolution
  • Evaluated portfolios to minimize risk and meet client objectives
  • Researched investment alternatives in alignment with client financial objectives and allocation guidelines
  • Met with clients on a regular basis to discuss market trends, portfolio adjustments and performance details
  • Evaluated risk, gauged relative valuations and identified threats.

Philanthropy Chair

Phi Delta Theta
10.2015 - 05.2017
  • Supported staff members and volunteer leadership in cultivating donor relationships.
  • Coordinated multiple campus wide fundraising activities for various philanthropies and charities.
  • Championed transparency in financial reporting related to charitable activities, maintaining trust among donors and partners alike.
  • Developed comprehensive annual giving plans, strategically focusing on donor retention and gift growth.
  • Improved fundraising efforts through targeted campaigns, resulting in increased funds allocated to charitable causes.

Education

Bachelor of Business Administration - Banking and Finance

University of Mississippi's School of Business Administration
Oxford
08.2019

Skills

  • Excel
  • Power Point
  • Microsoft Word
  • Nuance Power PDF
  • BondEdge via ICE Analytics
  • Bloomberg Analysis
  • Cash Flow analysis
  • Hedging strategies
  • Market understanding
  • Economic trends
  • Pivot tables understanding
  • Investment reviews
  • Portfolio strategy
  • Making investment recommendations
  • Risk management
  • Leverage Strategy
  • Liquidity Solutions
  • Risk Management
  • Portfolio Management

Certification

  • FINRA
  • Securities Industry Essentials exam
  • Series 7 exam
  • RIA
  • Registered Investment Advisor
  • CFA
  • Currently a level one candidate

References

Available upon request

Timeline

Portfolio Analyst

Smith Shellnut Wilson
05.2022 - Current

Sales Associate

WFGIA
02.2022 - 05.2022

Portfolio Strategies Analyst

FHN
10.2019 - 12.2021

Philanthropy Chair

Phi Delta Theta
10.2015 - 05.2017

Bachelor of Business Administration - Banking and Finance

University of Mississippi's School of Business Administration

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