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Skills
Software: Microsoft Excel, Tableau, PowerPoint, Word, RiskAlyze, EDGAR
Finance: Financial Modeling, Ratio Analysis, SEC Filings, DuPont Analysis, Portfolio Management
Data: VLOOKUP, Pivot Tables, Data Visualization, Conditional Formatting
Soft Skills: Leadership, Communication, Time Management, Problem Solving, Minitab (via STAT 200)
About
Finance senior with 3+ years of hands-on experience in portfolio simulation, trading strategy, and SEC report analysis. Co-founded one of the largest social trading communities, with strong command of Excel, Tableau, and real-world investment metrics.