Christopher Parish
Analyst at FinClusive- Claim this Profile
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Bio
Experience
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FinClusive
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United States
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Financial Services
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1 - 100 Employee
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Analyst
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Jun 2022 - Present
• Collaborate with senior management on major reports and board presentations • Change and revamp website content and other marketing collateral • Conduct data analysis to help understand what type of customers would provide the most success for the company • Admin of Hubspot CRM and ZoomInfo prospecting tool • Support sales and customer success team • Collaborate with senior management on major reports and board presentations • Change and revamp website content and other marketing collateral • Conduct data analysis to help understand what type of customers would provide the most success for the company • Admin of Hubspot CRM and ZoomInfo prospecting tool • Support sales and customer success team
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Financial Analyst
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Jul 2021 - Jun 2022
• Review financial statements, tax filings and prepare ratio and risk analysis reports for senior banking officers • Audit financial statements and industry trends to determine the credit worthiness of clients • Perform on-going review of the HEDG (Heavy Equipment Dealer Group) loan portfolio, to ensure all applicable loans are in compliance • Develop and maintain department wide client spreadsheets tracking historical financial performance to monitor industry trends • Review financial statements, tax filings and prepare ratio and risk analysis reports for senior banking officers • Audit financial statements and industry trends to determine the credit worthiness of clients • Perform on-going review of the HEDG (Heavy Equipment Dealer Group) loan portfolio, to ensure all applicable loans are in compliance • Develop and maintain department wide client spreadsheets tracking historical financial performance to monitor industry trends
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CBRE
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United States
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Real Estate
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700 & Above Employee
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Research Intern
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Jun 2019 - Aug 2019
Research Intern • Conduct research and analytical support for commercial real estate markets. • Specialize in office leasing and sales research for the New York City market. • Support the office brokers in the NYC offices with up-to-date market data, and materials needed for presentations and/or business development. • Track relevant market statistics, to be curated and reported on a quarterly basis. • Liaise with local CBRE researchers and third-party vendors to collect data
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S.A.F.E. LLC
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Charlotte, North Carolina Area
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Security Staff
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Jul 2018 - Jan 2019
Monitor and ensure safety of patrons/ customers. Monitor and ensure safety of patrons/ customers.
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Zody's at Sterling
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Stamford, CT
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Wait Staff
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Jun 2015 - Aug 2018
Provide exceptional service to customers. Provide exceptional service to customers.
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The UPS Store
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United States
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Retail
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700 & Above Employee
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Sales Associate
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Jan 2013 - Apr 2014
Cashier and packager. Cashier and packager.
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Education
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University of North Carolina at Charlotte
Masters of Science, Management -
University of North Carolina at Charlotte
Bachelor's degree, Mathematics