Overview
Work History
Education
Skills
Websites
Accomplishments
Additional Information
Languages
Timeline
Generic

Roderick Watson

Richardson,TX

Overview

1
1
year of professional experience

Work History

Portfolio Manager

Myself
07.2023 - Current
  • Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
  • Increased client satisfaction by providing tailored financial advice and timely market updates.
  • Optimized asset allocation for improved returns with thorough market research and analysis.
  • Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.

Finance Intern

Meritage Homes Corp
05.2023 - 07.2023
  • Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
  • Assisted in budget management for improved cost control and increased profitability.
  • Analyzed financial statements to identify trends, providing valuable insights for decisionmaking.
  • Collaborated with team members on financial projects, resulting in more efficient workflows and timely completion.

Education

Bachelor of Science in Finance -

The University of Texas At Dallas, The Naveen Jindal School of Management
Richardson, TX
12.2024

Skills

  • Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Financial Management
  • Marketing Strategy
  • Financial Modeling
  • Market Insights
  • Market Trends
  • Supply Chain
  • Market Analysis
  • Managerial/Financial Accounting
  • Statistics

Accomplishments

    UTD Stock Trading Competition January 2023 - April

  • Achieved top performance 1st out of 483 participants in the college competition, yielding a $1,180,000 portfolio within three months, showcasing my strong aptitude in stock trading, winning a big cash prize
  • Participated in UTD Stock Trading Competition, conducting stock research to find thriving sectors
  • Efficiently applied risk management principles by strictly adhering to a 10% per stock position limit and a minimum stock price of $5.00
  • Developed strategic plan for allocating stock percentages based on market analysis


    • Supply Chain Product Competition November 2023

  • Demonstrated leadership by captaining the winning team that reduced the total supply chain cost by over $30,000 compared to the average score
  • Synergized cross-functional collaboration between retailers, wholesalers, distributors, and factory operators to optimize system-wide performance of $4,254
  • Leveraged domain knowledge to model the lead times and information delays, enabling proactive decision making that averted stockouts
  • Pioneered a just in time approach that cut remand costs by 83% for the 4-tier supply chain relative to other teams
  • Managed virtual portfolio of $1,000,000 by monitoring market trends and making informed trades
  • Used technical analysis to project optimal time for selling stocks, maximizing profits
  • Consistently exhibited a strong performance and achieved a top 10 performance in last years competition

Additional Information

Stock Market, Blockchain, Sports, Sci-Fi, Harry Potter, NYT Puzzles

Languages

English
Native or Bilingual

Timeline

Portfolio Manager

Myself
07.2023 - Current

Finance Intern

Meritage Homes Corp
05.2023 - 07.2023

Bachelor of Science in Finance -

The University of Texas At Dallas, The Naveen Jindal School of Management

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Roderick Watson