Trade Analyst
Metric Ton
Total years of experience :12 years, 4 Months
Created the company’s 2016-2017 investment plan highlighting key performance indicators; developed presentations for potential clientele and investors with risk analysis for each venture using oil and gas market trends. Offered recommendations on optimal course of action based on economic breakdown in reports.
• Researched and submitted financial analyses for potential transactions using oil and gas economic data.
Evaluated current and future real estate investment opportunities. Provided a budget for the 2017 fiscal year; created an actionable long-term asset allocation plan. Processed payments and transactions while balancing company’s funds.
• Supplied investors with project feasibility and profitability reports based on market information.
MBHC is a private money management and investment advisory firm.
• Analyzed clients’ financial portfolios to evaluate alternative
investment opportunities & recommend course of action.
Financial Planning & Analysis, 2009
American Savings Bank is the third largest financial institution in Hawaii.
• Created financial models used to assess the value of individual
projects and initiatives.
• Consulted with various departments to obtain information about their
operational costs.
• Developed a Crystal Xcelsius dashboard used to identify the impact of
key performance indicators.
CSI Leasing is an international IT leasing company based in St. Louis, MO.
• Compiled and analyzed company financial data from 18 international
subsidiaries.
• Coordinated and created the company’s fiscal 2009 international
budget using Statistical Analysis and Accounting.
First American Bank is a hometown bank that has been acquired by PNC Bank.
• Performed a broad range of responsibilities including product and
account sales.
• Developed superior people skills and attention to detail through
analysis of customers’ needs.
School of Medicine: Cell Biology and Physiology Research Department
WUSM is a research facility, hospital, and graduate school.
• Assisted researching scientists with cell biology experiments while
conducting experiments relevant to coursework.
• Developed familiarity with a large array of laboratory equipment and
was responsible for assembly of basic solutions.
Relevant Academic Strengths: • Well Design, Well Logging, Formation Evaluation • Reservoir Mechanics Lab, Drilling Fluids Lab • Numerical Reservoir Simulation • Reservoir Management, Reservoir Fluids • Drilling & Production Engineering • Petroleum Geology, Subsurface Geology • Fundamentals of Reservoir Engineering • Transportation Processes in Petroleum Production • Numerical Methods • Petroleum Production Systems, Petroleum Drilling Systems • Reservoir Petrophysics • Rock and Fluid Properties • Petroleum Economics • Blowout Prevention • Petroleum Field Operations • Reservoir Design and Testing
• Micro/MacroEconomics • Financial/Managerial Accounting • Managerial Statistics/Probability • Money and Banking • Capital Markets and Financial Management • Options, Futures and Derivative Securities • Advanced Financial Management • Calculus of Several Variables • Price Theory • Investments • Quantitative Business Analysis
• Micro/MacroEconomics • Financial/Managerial Accounting • Managerial Statistics/Probability • Money and Banking • Capital Markets and Financial Management • Options, Futures and Derivative Securities • Advanced Financial Management • Calculus of Several Variables • Price Theory • Investments • Quantitative Business Analysis