Nechemiah Kasnett

‭Nechemia Kasnett‬ ‭CONTACT‬ ‭Financial Analyst/Customer Relations Manager‬ ‭•‬ ‭ nergetic and detail-oriented Financial Analyst with a passion for numbers and a keen‬ E ‭interest in financial markets. Proficient in financial modeling, data analysis, and reporting,‬ ‭with a solid foundation in accounting principles. Skilled in utilizing Excel and financial‬ ‭software to analyze financial data and trends. Strong analytical and problem-solving‬ ‭abilities, with a commitment to accuracy and efficiency. Excited to leverage my skills and‬ ‭grow professionally in a dynamic and challenging environment.‬ ‭•‬- ‭______________________________‬ ‭Boulder, CO‬ ‭•‬ ‭-‬ ‭SKILLS‬ ‭______________________________‬ ‭ inancial modeling‬ F ‭Data Analysis‬ ‭•‬ ‭Business Development‬ ‭•‬ ‭Investment Analysis‬ ‭•‬ ‭Cash Flow Forecasting‬ ‭•‬ ‭Microsoft Access‬ ‭•‬ ‭Advanced Excel‬ ‭•‬ ‭SAP Products‬ ‭•‬ ‭SaaS‬ ‭•‬ ‭Generally Accepted Accounting‬ ‭Principles (GAAP)‬ ‭•‬ ‭WORK EXPERIENCE‬ ‭•‬ ‭______________________________________________________________________‬ ‭ rading Mentor/Customer Relations Manager‬ ‭January 2023 – Present‬ T ‭Investors Underground, New York, NY‬ ‭ rew the service from 2,000 to 3,000+ active users in under a year.‬ G ‭Responsible for providing daily broadcasts and video content for‬ ‭members.‬ ‭ ‬ ‭Managed and mentored thousands of Traders by providing‬ ● ‭watchlists, scans, educational content, and an active investor chat‬ ‭room.‬ ‭‬ ● ‭●‬ ‭ inancial Data Analyst/CRM‬ F ‭Informed Software, New York, NY‬ ‭March 2020 – December 2023‬ ‭______________________________‬ ‭ nalyzed financial data to identify trends, discrepancies, and‬ A ‭opportunities for improvement.‬ ‭●‬ ‭Developed and maintained complex financial models to support‬ ‭strategic decision-making.‬ ‭●‬ ‭Prepared detailed reports and presentations highlighting key financial‬ ‭insights for the company.‬ ‭●‬ ‭ inancial Specialist‬ F ‭Forest Hills Financial Group, New York, NY‬ ‭EDUCATION‬ ‭January 2019 – April 2020‬ ‭ eveloped financial planning models for clients to better help them‬ D ‭understand their financial goals.‬ ‭●‬ ‭Analyzed client portfolios to come up with the most efficient financial‬ ‭model.‬ ‭ ‬ ‭Assisted and advised clients on estate/tax planning, stock/bond‬ ● ‭portfolios, and complex insurance needs.‬ ‭Yeshiva University‬ ‭ achelor of Science in Business‬ B ‭Management‬ ‭Major in Finance‬ ‭Minors in Accounting‬ ‭ wards: Financial Specialist‬ A ‭Scholarship (only 5 awarded to‬ ‭class), Dean’s List 2016 (Top 10%)‬ ‭●‬ I‭ nvestment Executive‬ ‭National Securities, New York, NY‬ ‭March 2018 – January 2019‬ ‭ esponsible for attaining new clients and building a book of business‬ R ‭Managed real estate, alternative, and equity investments for clients.‬ ‭ ‬ ‭Analyzed and modeled equity, debt, and real estate investments.‬ ● ‭‬ ● ‭●‬ ‭ inancial Advisor‬ F ‭Merrill Lynch, Paramus, NJ‬ ‭January 2016 – March 2018‬ ‭ esponsible for sourcing new leads and prospects via networking,‬ R ‭cold-calling, and cold-emailing.‬ ‭●‬ ‭Advised clients on retirement, estate planning, insurance, and‬ ‭investment decisions.‬ ‭●‬ ‭Achieved annual goals ultimately reaching $50m in AUM.‬ ‭●‬ ‭INTERESTS‬ ‭_____________________________‬ ‭ hess, Adventure Sports,‬ C ‭Backpacking, Martial Arts, Military‬ ‭History, Scuba Diving.‬