Liam Blaisdell

- Collaborated directly with the CEO and CFO to develop a financial valuation model for a new revenue stream, projected to do $10 million in revenue annually.

- Conducted in-depth analysis of balance sheet and trial balance accounts to identify inefficiencies and ensure financial accuracy and compliance.

- Conducted market research on industry competitors and current suppliers for competitive pricing models and cost reduction efforts.

- Forecasted revenue and COGS for upcoming business development projects.

- Managed two real dollar portfolios worth $500,000 with differing objectives including Large Cap Growth and Large Cap Value.

- Outperformed the market in both the Large Cap Growth and Large Cap Value funds, returning an alpha of 0.78%.

- Analyzed global market & economic conditions as well as researched equities via Bloomberg Terminal with the objective of examining a company’s financial strength by applying fundamental, behavioral, and technical analysis.

- Presented quantitative and qualitative opportunities to fellow analysts & management team on a scheduled and ad-hoc basis when deciding to buy and sell equities that meet our portfolio's objectives.

- Provided daily reports to stakeholders and analysts that includes the performance of global indices, currency news, fund performance and analyst insight on company specific updates that determine trading decisions.

Specialties: Healthcare sector, Technology sector, Real Estate sector, Consumer Staples sector, Utilities sector.

- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.

- Created, prepared, and analyzed performance reports for annuities, IRAs, and other investment portfolios.

- Shadowed and worked with each subsection in the firm (investment committee, advising, compliance, business development)

- Collaborated with senior advisors to enhance client communication strategies and service delivery.