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My name is Tristan Reid, i am a Motivated Freshman Finance major at Morgan State University with a strong foundation in finance, economics, and the st... View More
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Finance and wealth management professional with experience supporting ultra-high-net-worth clients and advisory teams managing over $3 billion in asse... View More
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- CRPC- Certified Financial Planner
- Series 7
- Series 66
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and effic... View More
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- Tableau for Data Visualization
- Digital Marketing Foundations
- Career as a Financial Analyst
Dynamic professional experienced in curating engaging experiences in nightlife and retail. Strong skills in financial analysis and team collaboration.... View More
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Versatile photography assistant with advanced skills in long exposure and aerial photography. Proven ability to support dynamic shoots and deliver hig... View More
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Experienced Divisional Manager with over 14 years of experience in business intelligence. Proven ability to drive growth, improve operations, and impl... View More
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Dedicated Investment Advisor Representative with expertise in financial planning, client relationship management, and investment strategies. Committed... View More
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Expert in performance analysis of multi-asset portfolios, driving insights through rigorous data interpretation and benchmark comparisons. Develops an... View More
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- Associate Data Analyst in SQL, DataCamp, 2024
- CFI FMVA - Financial Modeling and Valuation Analyst, 2022
- Canadian Investment Funds Course License, 2021
Financial Analyst with 1.5+ years of experience in finance,Portfolio management and investment reporting. Finance professional with focus on analysing... View More
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Finance student at Creighton University with practical experience in corporate and tribal finance, including auditing, investment management, and fina... View More
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- MANDT Certified '22-'26



