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Anthony Koval

Anthony Koval

Wealth Management Intern

Followers of Anthony Koval331 followers
location of Anthony KovalNew Orleans, Louisiana, United States

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  • Timeline

  • About me

    Analytics Leader | Data Storyteller | Reporting Strategist | Financial Model Development Expert

  • Education

    • Northwestern University

      2006 - 2010
      BA Economics, Business Institutions

      Activities and Societies: Project SOAR, Undergraduate Economics Society Peer Mentor, Student Institute for Student Business Education

  • Experience

    • Salomon Smith Barney

      Sept 2008 - Nov 2008
      Wealth Management Intern

      I interned with a Private Wealth Management team, where I had the privilege of working alongside experienced advisors to craft personalized, comprehensive investment strategies for both current and prospective clients. I played an integral role in preparing in-depth client portfolio reviews and developing tailored recommendations for portfolio growth and diversification. My work involved rigorous research across a wide range of investments, including individual stocks, sectors, mutual funds, institutional money managers, and alternative assets. Show less

    • Cytrade Financial

      Jun 2009 - Aug 2009
      Sales Intern

      I interned with a dynamic sales team of commodity brokers, where I played a key role in driving client engagement and providing tailored solutions. I proactively reached out to potential clients and connected them with team experts who ensured they had the resources they needed to make informed decisions in the marketplace. In addition, I customized client packages featuring detailed performance reports and insightful commodity commentary by carefully aligning each package with the unique interests, needs, and market involvement of our clients. Show less

    • CVS Health

      Jun 2010 - now

      Collaborated with a cross-functional Steering Committee to create data-driven reporting content that spotlighted the rising trend of Weight Loss GLP-1 medications. These new pages to the premier performance reporting package empowered Account Teams to engage more confidently with clients, facilitating impactful conversations around the value CVS Health is bringing in this space.Partnered with business stakeholders to strategically align on diverse reporting priorities, ensuring that limited resources were effectively allocated to drive impactful insights on emerging trends like GLP-1s, biosimilars, and cost transparency initiatives. Show less

      • Senior Manager, Client Reporting Strategy, Analytics & Behavior Change

        Nov 2018 - now

      • Advisor, Model Development Team, Enterprise Analytics

        Oct 2012 - Nov 2018

      • Analyst, Third Party Administrator Support Team, Analytical Consulting Services

        Jun 2010 - Oct 2012

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Anthony Koval
      CVS Health Breakthrough Award CVS Health Jun 2020 I developed a COVID-19 Scenario Forecast Model to help account teams navigate uncertainty around pharmacy spend during the pandemic. The model adjusted clients’ projected 2020 pharmacy spend based on key factors including changes in prescription fills and refills in high-volume therapeutic classes. By incorporating different scenarios based on how quickly pharmacy utilization might return to normal, the model empowered client teams to guide clients through the financial uncertainties caused by… Show more I developed a COVID-19 Scenario Forecast Model to help account teams navigate uncertainty around pharmacy spend during the pandemic. The model adjusted clients’ projected 2020 pharmacy spend based on key factors including changes in prescription fills and refills in high-volume therapeutic classes. By incorporating different scenarios based on how quickly pharmacy utilization might return to normal, the model empowered client teams to guide clients through the financial uncertainties caused by the pandemic. Show less
    • Awarded to Anthony Koval
      CVS Health Breakthrough Award CVS Health Aug 2015 I developed a "Batch Process" that streamlined the way analysts could run models for multiple clients simultaneously, dramatically boosting efficiency and reducing workload. Faced with growing client demands and the challenge of having to run models individually, I collaborated with my team to design an innovative solution using SAS macros and INCLUDE statements, enabling analysts to run multiple client requests within a single session. This innovation streamlined their workflow and enabled… Show more I developed a "Batch Process" that streamlined the way analysts could run models for multiple clients simultaneously, dramatically boosting efficiency and reducing workload. Faced with growing client demands and the challenge of having to run models individually, I collaborated with my team to design an innovative solution using SAS macros and INCLUDE statements, enabling analysts to run multiple client requests within a single session. This innovation streamlined their workflow and enabled them to deliver faster modeling at scale. Show less

  • Volunteer Experience

    • Engagement Officer, Project SOAR Alumni Board

      Issued by Project SOAR, McGaw YMCA on Sept 2007
      Project SOAR, McGaw YMCAAssociated with Anthony Koval