Kanon Ream

Research Analyst at Good Life Companies
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Contact Information
us****@****om
(386) 825-5501
Location
Reading, Pennsylvania, United States, US
Languages
  • English -
Skills

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Credentials

  • Registered Representative (Series 7)
    FINRA
    Jun, 2020
    - Oct, 2024
  • Securities Industry Essentials (SIE) Examination
    FINRA
    Sep, 2019
    - Oct, 2024
  • CIPM Candidate - Level 1 Exam Passed
    CFA Institute

Experience

  • Good Life Companies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Research Analyst
      • May 2018 - Present

      • The financial consultants at Good Life Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above. Investment Advice offered through Good Life Advisors, a registered investment advisor and separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.- Performed research and performance analysis on equity and fixed income investments.- Constructed passive/active, active, ESG, and Tax Advantaged investment models composed of open-end mutual funds and ETFs. - Developed investment policy statements for individual investment models.- Conducted due diligence for the investment models.- Analyzed performance and risk statistics of potential investments.- Evaluated investment reports and financial statements (balance sheets, income statements, and cash-flow statements).- Calculated performance and developed performance reports for the investment models. - Managed performance review of the investment models and managed changes to the investment models across multiple platforms. - Traded and rebalanced portfolios linked to the investment models. - Utilized research and risk analysis software.- Developed the investment department SOP and training manual.

  • AC Logistics
    • United States
    • Truck Transportation
    • 1 - 100 Employee
    • Operations Coordinator
      • Aug 2016 - Nov 2017

      - Provided transportation solutions to suit the specific quantity and pricing needs of Fortune 500 companies. - Evaluated, selected, and managed full truck load, less than truck load, and intermodal carriers for multiple shipping lanes carrying international and domestic freight. - Negotiated rates with carriers to secure optimal prices and maximize profits. - Developed strong relationships with carriers and customers through daily communication in order to promote efficiency, forecast customer demand, and ensure transportation coverage. - Maintained inventory levels at the customer’s distribution centers. - Assisted operations in driving initiatives to mitigate transportation costs.- Processed invoices, payables, and accessorial charges for timely payment to vendors/ carriers.

  • Bucknell University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student under the Economics Department
      • Jan 2016 - May 2016

      - Derived economic conclusions from demographic data and demographic population projections. - Developed thirty year population projections for the United States and for China.- Analyzed the resulting data via the steady state Solow Economic Growth Model and compared the economic growth of each nation over the duration of the projections. - Observed a gradual decrease in workers to retirees in the United States and China. - Determined a decline in the economic growth rate for both nations due to the reduction in workers to retirees. - Found that both the United States and China will need government policy actions to combat the negative effects of decreasing worker to retiree ratios.

  • Misco Products Corporation
    • United States
    • Chemical Manufacturing
    • 1 - 100 Employee
    • Product Team Member
      • Jun 2013 - Aug 2015

      - Managed operations and product line changes on multiple production cells.- Assisted with warehousing operations and procedures.- Seasonal position during the Summers of 2013, 2014, and 2015. - Managed operations and product line changes on multiple production cells.- Assisted with warehousing operations and procedures.- Seasonal position during the Summers of 2013, 2014, and 2015.

  • Scott Macczak Roofing
    • Sales Intern
      • Jun 2014 - Aug 2014

      - Performed cold calls and increased cold call sales by approximately 25%. - Improved sales process by implementing superior cost estimate software. - Performed cold calls and increased cold call sales by approximately 25%. - Improved sales process by implementing superior cost estimate software.

  • Bucknell University
    • Research Assistant/ Student under the Electrical Engineering Department
      • Sep 2013 - Dec 2013

      - Designed and constructed a cost efficient prototype micro-power meter. - Designed and constructed a cost efficient prototype micro-power meter.

Education

  • Bucknell University
    Bachelor of Arts Interdepartmental Major, Interdepartmental Economics and Mathematics
    2012 - 2016

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