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Skills

  • Analysis
  • Business Portfolio Management
  • Chartered Financial Analyst
  • Excel
  • Excel Programming
  • Finance
  • Financial Analysis
  • Financial Modeling
  • Investment Modeling
  • Modeling
  • Research
  • VBA
  • VBA Programming

Services

  • CFA - 15 years with top notch US firms

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    I am a CFA charterholder with over 15 years of experience spanning very broad and deep facets of finance, modeling, investment analysis, & research. I haven't come across anyone with better Excel, VBA,...

    AnalysisBusiness Portfolio ManagementChartered Financial AnalystExcelExcel Programming

About

CFA - 15 years with top notch US firms

I am a CFA charterholder with over 15 years of experience spanning very broad and deep facets of finance, modeling, investment analysis, & research. I haven't come across anyone with better Excel, VBA, and automation skills. I currently help run a small hedge fund in Seattle, but am transitioning to freelancing to improve my work/life balance.

Work Terms

I prefer to communicate via email or skype/phone