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Investments -&- Web Design
I speak on Fundamental Investing, Economics, Bitcoin, Web Design, and Personal Finance.
Profile
Financial Analyst – Portfolio Contruction – Web Design
About Me:
I graduated from The Ohio State University in 2021 and received licensing to provide investment and financial advice in the same year. I also design websites for personal and small business use, lastly i recently began doing advising and working in the Bitcoin space.
Education
-Aristotle
Education:
The Ohio State University
Bachelors of Science in Economics
Columbus Ohio
August 2017 – May 2021
Rigorous and quantitative approach to the field of Economics. I have taken a wide range of courses to broaden my understanding of both micro and macroeconomic concepts. As well as learning the underlying theory behind many of the principles of the economic discipline.
The Ohio State University
Columbus Ohio
August 2017 – May 2021
Pondering deep philosophical existential questions, as well as strengthening my debate skills by studying formal symbolic logical syntax and training myself to view every argument from multiple perspectives and being able to critique my own ideas and beliefs.
Work Experience:
Chief Innovation Officer
Ashland Ohio
Dec 2020 – Current
- I completed licensing to advise people on investing and financial advice. We use actively managed strategies and gauge macroeconomic conditions for favorable investments in equities, real estate, start-ups and fixed income
- Advising on portfolio allocations and managing investments for growth goals and risk tolerance
- Director of content marketing from social media presence to podcast producing and video editing.
- Automate processes to streamline productivity
- Quarterly back-test portfolios for gains/loss and comparing them to competitor portfolios for expense, top holdings, performance, turnover, etc
- Fundamental Analysis for individual companies and investment opportunities that are of interest to our models and clients.
Financial Planning Intern
Ashland Ohio
July 2019 – Dec 2020
- Preparing for client meetings and providing input on strategies to obtain new clients. As well as sit in on meetings and provide input when appropriate.
- Recommend stocks, bonds, REITs, ETFs, and mutual funds to be traded in accounts and execute trades under supervision
- Build Excel applications to show current stock market data and decrease time spent on repetitive tasks (See in “Projects” tab)
- Quarterly back-test portfolios for gains/loss and comparing them to competitor portfolios for expense, top holdings, performance, turnover, etc
- Basic research into mutual funds and examining them to see if they fit client’s personal investment goals
Self Employed/Side Hustle
Web Design
Ohio
May 2020 – Current
Customer Service Representative
Wooster Ohio
Summer 2018 & Summer 2019
- Sell website design services for personal, photography, political and business clients.
- Creative problem solving with word press, e-commerce software, and subscription services.
- If you are interested in a personal website or resume, dont hesitate to reach out in the “Contact” tab or through social media
- Check Out:
Ramsdellpainting.com
rogerstentrentals.com
oliviakoller.com
katesfinancialservices.com
empoweredisshe.com
- Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
- Check to ensure that appropriate changes were made to resolve customers’ problems.
- Determine charges for services requested, collect deposits or payments, or arrange for billing.
- Recommend improvements in service and procedures to prevent future problems.
An interactive journey in pursuit of your own potential. Nate, Derek and Macy share tips for personal growth and investing to help you live a fulfilled life.
Hobbies
“Nothing in the world is worth turning one’s back on what one loves.”
-Albert Camus, The Plague
