Lee Nadeau

Financial Reporting Data Analyst at Fairview® Investment Services
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Contact Information
us****@****om
(386) 825-5501
Languages
  • English Native or bilingual proficiency
  • Chinese Limited working proficiency
  • French Limited working proficiency

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Reporting Data Analyst
      • Mar 2022 - Present

    • Analyst
      • Sep 2019 - Mar 2022

      • Collaborate with head trader to discuss insight and analysis to guide company’s strategic positioning. • Conduct Market Analysis and due diligence to create profiles on businesses in order to identify profit-making opportunities. • Provide value through prudent financial risk management, portfolio optimization, use of technology, and formal discussions with company executives and industry experts. • Collaborate with head trader to discuss insight and analysis to guide company’s strategic positioning. • Conduct Market Analysis and due diligence to create profiles on businesses in order to identify profit-making opportunities. • Provide value through prudent financial risk management, portfolio optimization, use of technology, and formal discussions with company executives and industry experts.

    • Business Analyst
      • Jun 2019 - Aug 2019

      • Interviewed county leaders to gain insights into their city’s technology limitations and concerns within areas classified as opportunity zones. • Created analysis profile that was used to support emerging 5G technologies to further the county’s economic development. • Interviewed county leaders to gain insights into their city’s technology limitations and concerns within areas classified as opportunity zones. • Created analysis profile that was used to support emerging 5G technologies to further the county’s economic development.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Assistant
      • Sep 2018 - Jun 2019

      • Conjoined frequently with multiple university professors to develop automated solutions that streamlined their data collection and organization processes. • Explored topics covering machine learning, artificial intelligence, data visualization and successful entrepreneurship instances. • Proofed, edited and compiled citations for academic journal submissions. • Conjoined frequently with multiple university professors to develop automated solutions that streamlined their data collection and organization processes. • Explored topics covering machine learning, artificial intelligence, data visualization and successful entrepreneurship instances. • Proofed, edited and compiled citations for academic journal submissions.

    • Consulting Intern
      • Jan 2019 - May 2019

      • Worked closely in coordination with managing executives of restructuring marketing company. • Coordinated with cross functional team to produce and present the outlook of the consumer-packaged goods retail marketplace to Executive Leadership team. • Worked closely in coordination with managing executives of restructuring marketing company. • Coordinated with cross functional team to produce and present the outlook of the consumer-packaged goods retail marketplace to Executive Leadership team.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Technology Consultant
      • Sep 2016 - May 2018

      • Supported university staff member research projects with a focus on marketing and logistics. • Organized and led training workshops utilizing Microsoft Excel and Bloomberg for equity research. • Provided support for university students with hardware and technical issues. • Supported university staff member research projects with a focus on marketing and logistics. • Organized and led training workshops utilizing Microsoft Excel and Bloomberg for equity research. • Provided support for university students with hardware and technical issues.

Education

  • William Paterson University of New Jersey
    M.S. Business Data Analytics, 3.9
    2018 - 2019
  • William Paterson University of New Jersey
    B.S. Finance and B.A. Economics, 3.6
    2014 - 2018
  • University of Cambridge
    Summer Law Study Abroad Program, 3.4
    2016 - 2016

Community

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