Heather Olson
cell - -
8121 AM Luttrell Road, Knoxville, TN 37924
Work Experience
Nov 2006-Feb 2014
HER4 Consulting
Weehawken, NJ. Research Consultant/Analyst.
and Debate of such data, Provide input to various investment decisions for Senior Analyst.
Data Retrieval and Analysis, Presentation
Advised Senior Research Analyst on various data to generate multiple investment theses.
●
●
●
●
●
●
●
Data mined a variety of investment inputs such as market data, supply/demand, and company specific data including
annual reports, conference call transcripts, and competition.
Coupled my top down analysis with the bottom up analysis of the Senior Research Analyst to form .comprehensive
research opinions on both existing and potential investments for clients.
Clients consisted of various broker dealers, independent research organizations, and hedge funds requiring opinions
across multiple industries, product categories, and business models.
Throughout my tenure, I have been involved with traders, portfolio managers, investment bankers, and operations
professionals allowing for broad experience around the investment world.
Leveraged strong interpersonal skills to present and defend my arguments to senior investment professionals
Gained strong insight into the corporate culture, the competitive landscape, and various market sizes and pricing across
multiple sectors and product classes.
The main client of Russell Professional Services was a $40M hedge fund and having used our research for over 75% of
their positions, the fund returned over 10% in 2008.
Jan 2005- April 2007
●
●
●
●
Feb 2004- Jan 2005
●
●
●
June 2001- Feb 2004
●
●
●
●
●
June 1998- May 2001
●
●
Education
The Cuddle Bear Day Care Wharton, NJ. Owner/Teacher.
Operated Day Care Center out of Home. Operated a licensed family based day care for infants and toddlers.
Designed creative weekly lessons plans according to the individual child’s developmental activity.
At its peak, the Day Care had five children and employed one assistant to add more activities to the children’s
day.
Handled all operations of a small business including fiscal transactions, accounting, past due balances, marketing,
and customer relations.
Operated Day Care successfully until my son became of age where his growth required that his environment
evolve beyond one provided by a day care.
Mail Boxes Etc Mount Arlington, NJ Manager/Administrative Assistant
Manager of day to day operations of store.
Managed a privately owned shipping franchise that offered local, national, and international shipping services.
Interfaced with customers and UPS to expedite and resolve discrepancies.
Assisted customers with the design and layout of their orders and dealt with any potential customer issues.
Hartford Insurance Company Rockaway, NJ. Senior Subrogation Claims Adjuster
Responsible for distribution/adjustments of various claims in parallel.
During my tenure at the Hartford I was promoted four times.
My original monetary goal was $150,000 per month but exceeded $450,000 per month.
Handled over 350 claims in parallel which included multiple care collisions at once.
Distributed all new claims to the subrogation team and allocated adjustments strategically
Responsibilities further included training new employees, negotiating with third parties, writing proposals, and
investigated accident claims.
American International Group Parsippany, NJ. Recovery Representative/Administrative
Leader Responsible for administration, management, and recovery of third party claims.
Handled 150 third party claims and maintained spreadsheet on all company claims.
Generated new filing system, managed switchboard, and managed company files.
Drew University, Madison, NJ.
Bachelor of Arts Degree, Theater/Business Administration, June 1998
Rensselaer Polytechnic Institute, Troy, NY
Major in Management Technology/Electrical Engineering,-
Dean’s list and four year scholarship
