Sheldon Moore
Richardson,TX
Summary
Dynamic professional specializing in investment strategy and financial analysis. Strong capabilities in evaluating market data, managing high-volume acquisitions, and developing risk models to maximize returns. Demonstrated success in collaborating across teams to support strategic objectives and drive portfolio performance.
Overview
8
8
years of professional experience
Work History
Equities Trader
T3 Trading
05.2025 - Current
- Develop strategies based on quantitative analysis and risk modeling
- Analyzed market data and trends to drive structured, hypothesis-driven decision-making
- Reviewed performance metrics to identify trends to enhance return optimization
Acquisitions Manager
Bumble Bee Properties
10.2024 - 09.2025
- Managed acquisition process from sourcing and financial analysis through negotiation, due diligence, contract execution, and closing, resulting in over 200 completed real estate transactions.
- Developed and maintained acquisition models and market analyses to identify investment opportunities, presenting recommendations based on expected returns, downside risk, property fundamentals, and comparable data.
- Underwrote and evaluated high-volume residential real estate acquisitions, analyzing comparable sales, renovation costs, market conditions, projected cash flows, and risk-adjusted returns to assess investment viability and establish purchase pricing.
Account Executive
Fisher Investments
02.2024 - 10.2024
- Managed relationships with prospective high-net-worth clients, assessing financial objectives, investment needs, and portfolio considerations to deliver tailored investment solutions.
- Conducted consultative discussions around portfolio strategy, asset allocation, market conditions, and long-term investment objectives while translating complex financial concepts into clear, actionable recommendations.
- Collaborated with investment and client-service teams during client acquisition process, tracking pipeline activity and thriving in a high-volume, performance-driven environment.
Acquisitions Manager
Trelly / Josh DeShong Real Estate
01.2020 - 02.2023
- Led analytics for $165M AUM portfolio and delivered executive reporting
- Built financial models and scaled underwriting processes
- Managed cross-functional initiatives and analyst team
Accountant
Associa Property Management
01.2019 - 01.2020
- Managed financial reporting and exceeded performance metrics by 120%
- Promoted based on performance
Education
Bachelor's Degree - Accounting & Finance
Concordia University Chicago
Skills
- Strategy & Problem Solving
- Financial Modeling
- Data Analysis
- Executive Presentations
- Cross-Functional Work
- Performance Tracking
- Excel (Advanced)
- PowerPoint
- Business Insights
- Risk modeling
- Financial forecasting
Timeline
Equities Trader
T3 Trading
05.2025 - Current
Acquisitions Manager
Bumble Bee Properties
10.2024 - 09.2025
Account Executive
Fisher Investments
02.2024 - 10.2024
Acquisitions Manager
Trelly / Josh DeShong Real Estate
01.2020 - 02.2023
Accountant
Associa Property Management
01.2019 - 01.2020
Bachelor's Degree - Accounting & Finance
Concordia University Chicago