Summary
Overview
Work History
Education
Skills
Community Service
Timeline
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Robert Kinloch

Houston,TX

Summary

Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.

Overview

5
5
years of professional experience

Work History

Wealth Management Summer Analyst

Morgan Stanley
  • Conducted detailed financial analyses, managing RMDs and optimizing cash balances to enhance portfolio performance
  • Assisted in creating client portfolio reports, synthesizing complex data for actionable insights
  • Implemented efficient client information systems, streamlining accessibility for effective management
  • Collaborated closely with the Financial Advisor, providing essential day-to-day support with high accuracy
  • Played a key role in executing time-sensitive tasks, showcasing reliability, and handling crucial responsibilities

Teaching Staff Member

Buffalo Trail Scout Ranch
  • Responsible for instructing young scouters in summer activities (Emergency Preparedness, Geocaching, Safety)
  • Provided assistance to anyone and everyone in need

Electrician's Assistant and Shop Management

Wired Electrical Services
01.2019 - Current
  • Collaborate with licensed electricians to execute a wide range of electrical tasks, ensuring compliance with safety standards and regulations
  • Efficiently manage shop operations, overseeing inventory, equipment maintenance, deliveries, and ensuring a well-organized and optimized work environment

Education

Master of Science in Financial Econometrics -

Texas A&M University
05.2024

Bachelor of Science in Economics -

Texas A&M University
05.2023

Skills

  • Portfolio Management
  • Economic Forecasting
  • Statistical Modeling
  • Python Programming
  • Spreadsheet Tracking
  • Data Interpretation
  • Quantitative Analysis
  • SAS
  • R Programming
  • STAT

Community Service

  • Boy Scouts of America, Houston, TX, Eagle Scout, 2011, 2019, Earned Eagle Scout Rank Over 1800 hours of volunteer services in my community
  • Aggie Men's Alliance, College Station, TX, Member, 01/2021, Present, Leadership, Service and Social organization at Texas A&M
  • Freshman Leaders in Education and Human Development, College Station, TX, Programs Counselor, 2019, 2020, Guide Freshman through their first year of college Participate in service events & plan socials
  • Boy's State, Austin, TX, City Delegate & Color Guard Member, 2018, Gained knowledge in leadership, personal interactions and working collaboratively

Timeline

Electrician's Assistant and Shop Management

Wired Electrical Services
01.2019 - Current

Wealth Management Summer Analyst

Morgan Stanley

Teaching Staff Member

Buffalo Trail Scout Ranch

Master of Science in Financial Econometrics -

Texas A&M University

Bachelor of Science in Economics -

Texas A&M University

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Robert Kinloch