Paisley Lewis

Incoming Investment Management Associate at Tandem Investment Advisors, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Charleston, South Carolina, United States, US

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Bio

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Credentials

  • Bloomberg Market Concepts (BMC)
    Bloomberg LP
    May, 2022
    - Nov, 2024
  • Microsoft Excel (Microsoft 365 Apps and Office 2019)
    Microsoft
    Nov, 2021
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Incoming Investment Management Associate
      • 2023 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer
      • 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.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Enterprise Operations Intern
      • 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

  • Paisley The Label, LLC
    • Davidson, North Carolina, United States
    • Founder and Creative Director
      • 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.

  • LUNA
    • Charleston, South Carolina Metropolitan Area
    • Sales Associate
      • Jan 2020 - Mar 2020

Education

  • College of Charleston
    Bachelor of Science - BS, Finance, General
    2019 - 2023
  • Envestnet Institute On Campus Program
    2022 - 2022
  • Cannon School
    2007 - 2019

Community

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