Analyst Profile & Summary

# Function: SUMMARY

Professional Summary

NMLS-licensed and CFA Charter holder with extensive experience in consultative sales, full-cycle loan processing, and financial analysis. Proven success in managing high-volume client pipelines and structuring tailored financing solutions in the auto industry, providing a direct and transferable skill set for credit risk research and analysis.

Combines deep expertise in credit analysis and client relationship management with practical knowledge of real estate investment performance, positioning me to provide rigorous, data-driven insights.

Licenses & Certifications

[✓] NMLS Licensed Mortgage Loan Officer, Colorado (ID: 2699104)

[✓] Chartered Financial Analyst (CFA) Charterholder, CFA Institute (2018)

Core Competencies

* Credit Analysis & Evaluation

* Financial Statement Analysis

* Quantitative & Statistical Analysis

* Valuation Methodologies

* Risk Assessment & Management

* Financial Modeling

* Process Automation & Improvement

* Client Relationship Management

* Consultative Selling

Education & Credentials

INST University of Colorado DEG B.S. Finance & Intl. Business

GRAD Dec 2010 GPA 3.6

INST CFA Institute DESG Passed all three levels on first attempt