Kelli Ross

Equity Research Analyst at Eagle Capital Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Analyst Academy
    Fundamental Edge
    Mar, 2023
    - Nov, 2024
  • Bloomberg Market Concepts Certified
    Bloomberg LP
    Nov, 2020
    - Nov, 2024
  • Customer Service: Serving Internal Customers
    LinkedIn
    Jun, 2019
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Equity Research Analyst
      • Jul 2022 - Present

    • United States
    • Real Estate
    • Analysis Intern
      • 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

    • United States
    • Higher Education
    • 1 - 100 Employee
    • McClain Torch Fund Portfolio Manager
      • 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

  • StealAwayDeals
    • Knoxville, TN
    • Chief Executive Officer
      • 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

    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Financial Analyst Intern
      • 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

    • United States
    • Financial Services
    • 700 & Above Employee
    • CADP Summer Intern
      • 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

    • United States
    • Professional Training and Coaching
    • 700 & Above Employee
    • Executive VP of Finance
      • 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

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Food Server
      • 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

Education

  • Haslam College of Business at the University of Tennessee
    Bachelor of Business Administration - BBA, Finance
    2019 - 2022
  • Haslam College of Business at the University of Tennessee
    Bachelor of Business Administration - BBA, Business Analytics
    2019 - 2022

Community

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