Dorothy M.
Financial and Investment Analyst
Profile
Accomplished financial professional with comprehensive experience in investment analysis and reporting, financial modeling, structured securities, corporate finance, capital planning, treasury, credit analysis, business analysis and capital markets. Combine strong communication, technical and quantitative skills; approach projects with intellectual curiosity, sense of urgency and attention to detail.
Key Skills & Competencies
Investment data, analytics, reporting; financial analysis, modeling; business analyst; technical aptitude
Attention to detail; sense of urgency, intellectual curiosity
Strong communicator, bias for action
CFA charterholder
Professional Experience
Nassau Asset Management; Investment Data Analytics and Reporting Analyst; Hartford, CT; 7 years; ensured integrity of investment analytics and maintained integrity of data; created reports for C suite.
Cigna Healthcare; Financial Analyst Senior Specialist; Bloomfield, CT; 3 years; FP&A for healthcare business
Aetna; Corporate Finance Analyst; Hartford, CT; 7 years; Administered share repurchase program; streamlined management of $290M IT portfolio; created presentations for C suite
Webster Bank; Vice President; Hartford, CT; 5 years; Counterparty analysis, Credit Risk Review, Asset liability management
SS&C Technologies; Windsor, CT; 2 years; Business Analyst for CAMRA product
Ironwood Capital; AVP; Hartford, CT; 7 years; Analyst for boutique investment banking firm specializing in asset securitization
Community Experience
Volunteer work at faith organization: Stewardship committee; finance committee
Junior League of Hartford
Education
University of CT, MBA in Finance
Tufts University, BS Mechanical Engineering
Other Experience/Awards/Publications
CFA charter