Mary Elizabeth Winstead
Angestellt, Investor/ Investment analyst, Coinassets LTD
Abschluss: Bachelor of Arts, Georgia Southern University
United States, Vereinigte Staaten
Werdegang
Berufserfahrung von Mary Elizabeth Winstead
Bis heute 8 Jahre und 3 Monate, seit März 2016
Investor/ Investment analyst
Coinassets LTD
•Actively creating and maintaining viable professional relationships with potential/existing clients;ensuring that company high standards were met and all policies and procedures fully followed. •Advise and help investors on capital allocation with the expectation of a very greater profitable future financial returns.
•Developed promotional materials and presentations; executed transactions. •Created financial models; Analyzed customers financial needs and goals and evaluated investment risk. •Increased revenue by 45% in 2014 and 50% in 2015.
•Communicated portfolio updates and educated clients. •Conducted financial market analysis and reports, developed new strategies . •Awarded employee of the month for performing great work.
1 Jahr und 11 Monate, Sep. 2003 - Juli 2005
Investor Relations Specialist
Fisher Investments
•Using own judgement and knowledge advised clients and made investment recommendations. •Created and maintained professional relationships with potential clients.
2 Jahre und 5 Monate, Feb. 2000 - Juni 2002
Investment Research Analyst
Investopedia
•Researched, Conducted, Correlated and Analyzed financial market analysis ,along with reviews, ratings and comparisons of various financial products.
Ausbildung von Mary Elizabeth Winstead
4 Jahre und 6 Monate, Feb. 2012 - Juli 2016
Business Management, Organization Management
University of Phoenix
2 Jahre und 5 Monate, Mai 2002 - Sep. 2004
International Business Administration
University of Illinois at Chicago
4 Jahre und 7 Monate, März 1995 - Sep. 1999
Financial Management, Insurance
Georgia Southern University
Sprachen
Englisch
Muttersprache
Deutsch
Grundlagen
Spanisch
Gut