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Patrick Tessier
Sterling
Summary
Detail-oriented professional with background in fundamental and technical analysis at the Individual Equity level. Skilled in evaluating external macroeconomic factors as well as developing and maintaining internal risk and performance parameters. Committed to leveraging my knowledge, teamwork and organizational skills to optimize and execute trading strategies.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Portfolio Analyst II
AMJ Financial Wealth Management
Ashburn, VA
02.2023 - Current
- Conducted individual equity analysis to inform investment strategies and decision-making processes across multiple sectors.
- Evaluated asset allocation and diversification strategies to optimize client portfolios across public market asset classes using a weight based tactical asset allocation.
- Collaborated with financial advisors to develop tailored investment recommendations for clients and specific client needs to reach both short and long term goals.
- Prepared detailed summary reports on portfolio performance, highlighting key metrics and insights for clients and prospect deliveries.
- Monitored market trends and economic indicators to assess potential impacts on client investments across both the fundamental and technical analysis landscape.
Merger and Acquisition Intern
United Western Group
Washington, DC
06.2022 - 08.2022
- Supported senior staff in strategic planning initiatives, contributing insights from project outcomes.
- Altered between financial due diligence, operational due diligence, and policy structure alignment dependent upon project expectations and scope.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Education
Bachelor of Science - Finance
James Madison University
Harrisonburg, VA12-2023
Skills
- Portfolio management
- Fundamental analysis across all statements driving liquidity, valuation, and profitability ratio analysis
- Risk evaluation metric analysis to manage exposure
- Technical analysis techniques to gauge market health
- Trading platform algorithms and strategies for trade execution purposes
- Research and report building skills using Factset, Ycharts, Black Diamond, Thinkpipes, and StockCharts
- Proposal development for assigned sectors
- Presentation skills at semi-annual events for clients to discuss current state of the market
- Excelling in both client relationship management as well as teamwork and collaboration efforts internally
- Elite organizational skills
Certification
- In pursuit of CMT - Chartered Market Technician. Results of final level 3 pending. Successful completion of levels I and II qualify as FINRA exemption from Series 86 Research Analyst Qualification Examination (Part I).
- Expectation of pursuing CFA following CMT completion.
- Series 65 - Uniform Investment Adviser Law Examination
Interests
Timeline
Portfolio Analyst II
AMJ Financial Wealth Management
02.2023 - Current
Merger and Acquisition Intern
United Western Group
06.2022 - 08.2022
Bachelor of Science - Finance
James Madison University