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Brett W.

Brett W.

Boston, MA

Investment Analyst

I am an expert in Finance that has passed Levels 1 & 2 of CFA and am currently studying for level 3 to become a designated charter. In addition to the CFA accomplishments, I have an MBA and Undergraduate degree, both in Finance that I leverage to provide insights on all things investing. I would be excited to provide my knowledge and research on individual stocks, mutual funds, ETFs, or any other investment products. I have built a considerable knowledge in Financial Planning as well and have accumulated a large sum from my personal investment philosophy. I am a curious and detailed analyst that has built a career on my ability to take complex financial data and communicate it in a way that is actionable and consumable.
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Brett W.

Brett W.

Boston, MA
2
Total Jobs

Investment Analyst

Specializes in
I am an expert in Finance that has passed Levels 1 & 2 of CFA and am currently studying for level 3 to become a designated charter. In addition to the CFA accomplishments, I have an MBA and Undergraduate degree, both in Finance that I leverage to provide insights on all things investing. I would be excited to provide my knowledge and research on individual stocks, mutual funds, ETFs, or any other investment products. I have built a considerable knowledge in Financial Planning as well and have accumulated a large sum from my personal investment philosophy. I am a curious and detailed analyst that has built a career on my ability to take complex financial data and communicate it in a way that is actionable and consumable.
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Skills

More than 30 hrs/week

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