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Mid-level investment analyst specializing in portfolio analysis and financial modeling
National Ready Mixed Concrete Co.University of OregonOregon, USA4 Years ExperienceMid LevelWorks On-Site
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Sales-focused candidate with high-volume outbound experience targeting founders and operators, primarily through LinkedIn, email, and cold calling. They report operating at 200 calls per day, booking 10 meetings per week, and contributing to $5M per quarter, with a founder-sourced opportunity specifically cited as bringing in $5M of business. They emphasize tailored messaging, trust-based relationship building, and disciplined CRM pipeline management in fast-paced environments.
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Securities Industry Essentials (SIE)Series 65: Uniform Investment Advisor Law ExamSeries 63: Uniform Securities Agent State Law ExamGoogle Data Analytics CertificateCodefinity Intro to PythonCodefinity Intro & Intermediate SQLCodefinity Linear Regression with PythonUPenn: Finance & Quantitative Modeling for Analysts
Director-level Operations & Business Leader specializing in logistics, analytics, and scaling
Miami, FL29y exp
TATCO IndustriesUniversidad de Belgrano
“Operations and general management leader with experience spanning Citibank (Regional VP), a startup COO/GM role, and industrial operations at Tatco. Has delivered high-impact operational and technology changes including a Paychex payroll migration for 150+ employees and an ERP/subscriber migration of 200,000+ records that improved marketing execution and sales enablement, while also managing executive alignment and sensitive workforce matters.”