Paisley Lewis
Incoming Investment Management Associate at Tandem Investment Advisors, Inc.- Claim this Profile
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Bio
Credentials
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Bloomberg Market Concepts (BMC)
Bloomberg LPMay, 2022- Nov, 2024 -
Microsoft Excel (Microsoft 365 Apps and Office 2019)
MicrosoftNov, 2021- Nov, 2024
Experience
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Tandem Investment Advisors, Inc.
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United States
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Investment Management
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1 - 100 Employee
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Incoming Investment Management Associate
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2023 - Present
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College of Charleston Investment Program
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United States
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Financial Services
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1 - 100 Employee
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Chief Operating Officer
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Mar 2022 - May 2023
Overseeing a $200,000 real money fund's current holdings, pitching equities in the Consumer Discretionary Sector, by implementing financial modeling systems, and presenting on case studies to investment banks during fall semester. Overseeing a $200,000 real money fund's current holdings, pitching equities in the Consumer Discretionary Sector, by implementing financial modeling systems, and presenting on case studies to investment banks during fall semester.
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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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Enterprise Operations Intern
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May 2022 - Aug 2022
Intern Analyst: • Streamlined Operations Location Strategy (OLS) project intake tracking methodology for domestic site moves, resulting in higher leadership visibility and lower site move risk • Restructured OLS Internal SharePoint and Shared Drive to increase consistency within document management and record retention period requirements • Analyzed hiring and attrition data for strategic and non-strategic markets, which was presented to Senior Leadership • Analyzed gaps in internship program and proposed networking event ideas for the overall enhancement of the program Show less
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Paisley The Label, LLC
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Davidson, North Carolina, United States
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Founder and Creative Director
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Jun 2020 - Jun 2021
Paisley The Label, LLC, an E-commerce business specializing in the sale of women's apparel that donates percentage of proceeds to the Ovarian Cancer Research Alliance. Merchandise carried in two stores in Charleston, SC and Kiawah Island, SC. Paisley The Label, LLC, an E-commerce business specializing in the sale of women's apparel that donates percentage of proceeds to the Ovarian Cancer Research Alliance. Merchandise carried in two stores in Charleston, SC and Kiawah Island, SC.
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LUNA
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Charleston, South Carolina Metropolitan Area
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Sales Associate
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Jan 2020 - Mar 2020
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Education
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College of Charleston
Bachelor of Science - BS, Finance, General -
Envestnet Institute On Campus Program
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Cannon School