Investment Consultant @ (December 2021 - March 2023)
Investment solutions representative @ (May 2020 - December 2021)
Financial Advisor @ (July 2019 - January 2020)
Financial Advisor @ (October 2018 - May 2019)
Financial Advisor @ (October 2017 - October 2018)
Assistant Manager @ (April 2016 - October 2017)
Billy Curl Education
Johnson & Wales University
Bachelor’s Degree (Business Administration, Concentration in Marketing)
2012-2016
Valhalla high school
High School (General Education)
2008-2012
Billy Curl Skills
Analytical Skills
Asset Management
Attention to Detail
Balance Sheets
Banking
Benchmarking
Budget Control
Budget Preparation
Budgeting
Budgeting & Forecasting
Business Administration
Business Analysis
Business Forecasting
Business Intelligence (BI)
Capital Markets
Client Communication
Client Requirements
Client Services
Communication
Corporate Finance
Cross-functional Collaborations
Data Analysis
Data Modeling
Decision-Making
Due Diligence
Economics
Entrepreneurship
Expense Management
Extract, Transform, Load (ETL)
Finance
Financial Analysis
Financial Data
Financial Forecasting
Financial Management
Financial Modeling
Financial Operations
Financial Planning
Financial Planning and Analysis (FP&A)
Financial Policies
Financial Reporting
Financial Services
Financial Technology
Financing
Fixed Annuities
Forecasting
Generally Accepted Accounting Principles (GAAP)
Google Sheets
Insurance
Inventory Planning
Investing
Investment Advisory
Investment Advisory Services
Investment Analysis
Investment Management
Investment Research
Investment Strategies
Investments
Investor Presentations
Investor Relations
Investor Reporting
Key Performance Indicators
Microsoft Excel
Microsoft Office
Microsoft Power BI
Microsoft PowerPoint
Model Portfolios
Modeling
Mutual Funds
Operating Expenses
Performance Metrics
Pivot Tables
Portfolio Management
Portfolio Performance Analysis
Presentation Skills
Presentations
Problem Solving
Project Analysis
Project Finance
Quantitative Analytics
Quantitative Finance
Rebalancing
Record Of Success
Resource Allocation
Restricted Stock
Retirement Planning
Sales Forecasting
Securities
SharePoint
Spreadsheets
Stock Management
Strategic Planning
Trading
VLOOKUP
Valuation
Variance Analysis
Wealth Management
Workday
Written Communication
Billy Curl Summary
Billy Curl, based in El Cajon, CA, US, is currently a Billing Analyst at Calpine. Billy Curl brings experience from previous roles at Curl Consulting, 77 Financial Group, Huntington Financial Advisors and Fidelity Investments. Billy Curl holds a 2012 - 2016 Bachelor’s Degree in Business Administration, Concentration in Marketing @ Johnson & Wales University. With a robust skill set that includes Analytical Skills, Asset Management, Attention to Detail, Balance Sheets, Banking and more. Billy Curl has 3 emails and 2 mobile phone numbers on RocketReach.
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