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somerset, bermuda
It's currently 11:10 PM here
Joined August 31, 2021
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Kyle C.
@SignorKyle
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somerset, bermuda
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Financial Analyst & Business Consultant
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Experience
Reinsurance Operations Associate
May 2022 - Present
Works in multiple roles designing reinsurance processes and implementing change management mechanisms which drive the company toward stable, long term growth
Founder
Jun 2021 - Present
Making sense of data and leveraging it as a strategic tool for success in several areas, such as:
-Digital Marketing: Ad algorithms, Branding Strategy & Web Design.
-Financial Expertise: Financial Coaching/Modelling (Equity & Fixed income Valuation, Interest Rates, Capital Budgeting, and Macroeconomics).
-Business Development: Budgeting Skills, Business Strategy, Automation Tools for online business etc.
Business Consultant
Aug 2020 - Jan 2021 (5 months, 1 day)
A sales position focused on educating customers and optimizing their online presence. Regular outreach entails engaging with business owners and connecting them with the ideal web service appropriate for their needs. Maintained Top 3 in revenue per call for multiple months and increased team revenue by fostering a client first, solution based approach.
Education
Finance
(3 years)
Spanish Language & Latin American Studies
(5 years)
Global Business Management
(5 years)
Qualifications
CFA Level 2 Candidate
CFA Institute
2020
“CFA Level 2 Candidate” highlights that I have completed the first level of the CFA program and am on my way to earning the second.
This status, in essence, shows that I understand the qualitative and quantitative aspects of financial analysis to a high degree. Level 2 takes this a step further by: applying high level theory to specific client examples, using advanced statistics methods to highlight opportunities/weaknesses etc.
Financial Modelling & Valuation Analysis
Corporate Finance Institute
2020
CFI’s FMVA is one of the premiere certifications for financial modelling. It captures everything from basic financial statements all the way up to high level analysis like Investment & Real Estate Modelling
Canadian Securities Course
Canadian Securities Institute
2021
The CSC is the first major qualification necessary for finance professionals in Canada. With this, professionals are able to accurately manage client accounts, sell a variety of funds, and advise clients on money management.
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