Kelli Ross
Equity Research Analyst at Eagle Capital Management, LLC- Claim this Profile
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Bio
Credentials
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Analyst Academy
Fundamental EdgeMar, 2023- Nov, 2024 -
Bloomberg Market Concepts Certified
Bloomberg LPNov, 2020- Nov, 2024 -
Customer Service: Serving Internal Customers
LinkedInJun, 2019- Nov, 2024
Experience
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Eagle Capital Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Equity Research Analyst
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Jul 2022 - Present
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Hodges & Pratt Company, P.C.
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United States
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Real Estate
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Analysis Intern
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Jan 2022 - May 2022
• Automated creation of visualizations for reports directly from real estate data source saving hours of work • Created a nontechnical step-by-step user guide for every automated system easing transition process • Generated real estate market analysis reports using comps and data to develop well informed opinions • Reconstructed complex disorganized data into a structured format to be used in a regression model • Automated creation of visualizations for reports directly from real estate data source saving hours of work • Created a nontechnical step-by-step user guide for every automated system easing transition process • Generated real estate market analysis reports using comps and data to develop well informed opinions • Reconstructed complex disorganized data into a structured format to be used in a regression model
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Haslam College of Business at the University of Tennessee
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United States
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Higher Education
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1 - 100 Employee
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McClain Torch Fund Portfolio Manager
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Aug 2021 - May 2022
• Managed a $400,000 portfolio with a team of students utilizing a value-based investment strategy, covering holdings in Consumer Discretionary, Consumer Staples, Financials, and Real Estate. • Performed in-depth qualitative and quantitative analyses on companies in search of potential investment opportunities to present to fellow portfolio managers • Managed a $400,000 portfolio with a team of students utilizing a value-based investment strategy, covering holdings in Consumer Discretionary, Consumer Staples, Financials, and Real Estate. • Performed in-depth qualitative and quantitative analyses on companies in search of potential investment opportunities to present to fellow portfolio managers
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StealAwayDeals
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Knoxville, TN
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Chief Executive Officer
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May 2020 - May 2022
• Created a sole proprietorship through Amazon selling a variety of products • Assess possible products, negotiate with foreign manufacturers, market items, and evaluate sales data • Navigated international supply chain and logistics to minimize inventory sit time • Forecast margins and ROI with success, with a product bringing $8900 dollars in revenue a month • Created a sole proprietorship through Amazon selling a variety of products • Assess possible products, negotiate with foreign manufacturers, market items, and evaluate sales data • Navigated international supply chain and logistics to minimize inventory sit time • Forecast margins and ROI with success, with a product bringing $8900 dollars in revenue a month
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Employbridge
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United States
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Staffing and Recruiting
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700 & Above Employee
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Financial Analyst Intern
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Jun 2019 - Dec 2021
• Computed in-depth profit analysis and create templates for future use • Composed Ad-Hoc pulls for variety of uses and objectives • Analyzed large Excel sheets looking for errors in formulas • Assembled Profit and Loss sheets with data from CRM and Pulls from data cubes • Computed in-depth profit analysis and create templates for future use • Composed Ad-Hoc pulls for variety of uses and objectives • Analyzed large Excel sheets looking for errors in formulas • Assembled Profit and Loss sheets with data from CRM and Pulls from data cubes
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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CADP Summer Intern
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Jun 2021 - Aug 2021
• Utilized lean management and analytics to optimize specialist availability, saving $11.7 million per year • Collaborated with internal process consulting to find areas of inefficiency and streamline activities • Developed a script in R that mathematically clusters similar unstructured text data strings • Facilitated team meetings and lean analysis such as FMEA to mitigate potential project risks • Utilized lean management and analytics to optimize specialist availability, saving $11.7 million per year • Collaborated with internal process consulting to find areas of inefficiency and streamline activities • Developed a script in R that mathematically clusters similar unstructured text data strings • Facilitated team meetings and lean analysis such as FMEA to mitigate potential project risks
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Delta Sigma Pi
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United States
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Professional Training and Coaching
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700 & Above Employee
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Executive VP of Finance
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May 2020 - May 2021
• Prepare an annual chapter budget, keeping an accurate account of revenue and expenditures in a standardized accounting system and promptly reporting any variances to the chapter • Communicate with six other officers and 80 members via meetings, email, and chat to budget appropriately and establish necessary payment plans for dues • Prepare an annual chapter budget, keeping an accurate account of revenue and expenditures in a standardized accounting system and promptly reporting any variances to the chapter • Communicate with six other officers and 80 members via meetings, email, and chat to budget appropriately and establish necessary payment plans for dues
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Gondolier Restaurant
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United States
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Restaurants
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1 - 100 Employee
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Food Server
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Jun 2018 - Aug 2019
• Communicated with customers to ensure utmost satisfaction, provided a quick solution to inconveniences and issues • Advanced from lowest position to most desired position through work ethic • Trained new servers, hosts, and to-go employees on most efficient and customer-friendly method of performing duties creating some of the best-performing employees • Performed well under high pressure and timely situations • Communicated with customers to ensure utmost satisfaction, provided a quick solution to inconveniences and issues • Advanced from lowest position to most desired position through work ethic • Trained new servers, hosts, and to-go employees on most efficient and customer-friendly method of performing duties creating some of the best-performing employees • Performed well under high pressure and timely situations
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Education
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Haslam College of Business at the University of Tennessee
Bachelor of Business Administration - BBA, Finance -
Haslam College of Business at the University of Tennessee
Bachelor of Business Administration - BBA, Business Analytics