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Nicholas Carroll, MBA, MS | Elance
 
176985602337900
Last Sign-in: Feb 22, 2016

Nicholas Carroll, MBA, MS

Founder of Carroll Quantitative Consultants, LLC
   United States
  |  4:41 am Local Time

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Overview

Minimum Hourly Rate $60

Financial/investment analyst w/ over 13 years of combined background and experiences from commercial credit analysis to equity valuation and fixed income duration modeling.

Carroll Quantitative Consultants, LLC (CQC), www.cqconsultants.com, is dedicated to providing investment analysis for the investment professionals from equity research reports to fixed income analysis up to alternative investments and drafting Requests for Proposals (RFP).

Research derives from several entities that we have deemed reliable and credible and utilize on...

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May 2, 2015|Investment Analysis|Private|Completed
|
5.0
Jan 30, 2015|Accounting|Private|Completed
Jan 26, 2015|Financial Planning|Private|Completed
|
5.0
Jan 2, 2015|Investment Analysis|Private|Completed
|
5.0

View All »

Portfolio

Sample economic report to assist investors and managers in making wise and intelligent...
Visual depiction of the sectors breakout from the S&P 500 GICS Sectors.
Equity performance and financial analysis of two competitive coffee chains.
Financial Analysis & Valuation brochure displaying types of services offered.
Example of investor pitchbooks for investment firms
Banking credit analysis conducted forecasting impacts of debt.
Analysis performed on two publicly traded logistical companies comparing equity...
Excel proficient; ETF sample model displaying experience with MS Excel and Macros
Sample analysis constructed for medical providers

Skills (10)

Tested
Financial Analysis
My Score
avg
Microsoft Excel 2007 Test
My Score
avg
English Spelling Test (U.S. Version)
My Score
avg
Passed
Components Of Financial Statement Test
My Score
avg
Passed
regression modeling

Service Description

- residual income modeling
- dividend income modeling
- commercial credit analysis
- quantitative solutions
- healthcare finance
- fixed Income and equity analysis
- financial engineering & risk management
- industry, sector, & country analysis
- regression & central tendency analysis
- financial modeling
- financial statement/reporting analysis
- portfolio management
- statistical concepts
- common probability distributions
- cash flow analysis

Veteran-Owned Business (verify us at buyveteran.com)

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Employment

Carroll Quantitative Consultants, LLC
Senior Investment Analyst
2013 - Present
Private Limited Liability Company formed to meet the global needs for ethical financial practices
Medical Outpatient Clinic
Regional Finance Executive
2012 - Present
Manage staff of 226+ personnel with an operating budget of approximately $10M. Direct executive leadership on regulatory guidance and policies to include local laws Budgeting and forecasting to...
Thornburg Investment Management
Institution Market Analysis
2011 - 2012
Analyze, collect, and gather raw data from Bloomberg, FactSet, APX/Advent to produce sector, country, industry analysis, pitchbooks, and portfolio breakouts Creation of portfolio managers...
Hancock Bank
Commercial Credit Analyst
2009 - 2011
-Analyst financial statements producing key metrics and ratios -Produce presentation materials and charts for leadership decision making -Direct key staff of 7 analysts for commercial retail requests

Education

Creighton University
Masters in Security Analysis & Portfolio Mgmt
2013 - 2014
Columbia Southern University
MBA-Finance
2009 - 2011
University of Southern Mississippi
Bachelor's in Banking & Finance
2007 - 2009
Overview  |  Job History  |  Portfolio  |  Resume/C.V.

Keywords

Analysis
investments
equity
fixed income
credit analysis
financial statements
financial reporting
sector industry analysis
MBA Finance
Veteran-owned business
commercial real estate
financial management
research reports
quantitative
My Snapshot
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Elance Level
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  • 12 months
  • Lifetime
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Clients
Total
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Earnings
Private
Private
Total
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Identity
Username
CQConsultants
Type
Individual
Member Since
January 2014
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Nicholas Carroll, MBA, MS | Elance

Nicholas Carroll, MBA, MS