Samuel Carlson

Samuel Carlson

Groundscrew Member

Followers of Samuel Carlson695 followers
location of Samuel CarlsonWheaton, Illinois, United States

Connect with Samuel Carlson to Send Message

Connect

Connect with Samuel Carlson to Send Message

Connect
  • Timeline

  • About me

    Portfolio Analysis

  • Education

    • Wheaton College

      2020 - 2024
      Bachelor's degree Economics
  • Experience

    • CHICAGO GOLF CLUB

      Apr 2019 - Aug 2020
      Groundscrew Member

      ➔ Handled and maintained other heavy-duty and expensive company equipment nearing $3,000 in price. ➔ Completed additional landscaping duties including path maintenance, mulching, laying sod, raking bunkers, trimming, and mowing club lawns.

    • Chick-fil-A Restaurants

      May 2021 - Aug 2021
      Front House Member

      ➔ Bagged and served food orders for guests at the window, counters, and tables.➔ Operated and managed payment stations using debit/credit cards, cash, and gift cards.➔ Maintained sanitary workspace following COVID-19 regulations

    • Sunshine Gospel Ministries

      May 2022 - Aug 2022
      Research Assistant

      ➔ Utilized Excel to clean, organize, and analyze data extracted from theCook County Treasurer's web page and other relevant data sources.➔ Completed further data analysis for predictive modeling on JupyterNotebook to present research findings for the use of several HousingEquity Initiative (HEI) programs.➔ Requested additional data using FOIA from Chicago City Hall for theuse of HEI's candidate parcels for assistance in property tax payments.

    • Wheaton College

      May 2023 - Aug 2023
      Research Assistant

      ➔ Assisted in developing an advanced and interactive mathematical e-book for the use of universities in Ethiopia.➔ Learned and implemented new coding skills in Jupyter Notebook, a primarily Python-based software.➔ Engaged in meetings on distribution strategies for school supplies in Ethiopia.

    • First Trust

      Jan 2024 - May 2024
      Strategy Research

      ➔ Analyzed various equity/fixed-income securities using Bloomberg and related functions to present to PMs.➔ Optimized portfolio strategies utilizing back testing and security analytics to assist team members.➔ Conducted domestic and global macroeconomic research utilizing both in-house research tools and insights from sell side research firms.

    • Amplify ETFs

      Jul 2024 - now
      ETF Portfolio Analyst
  • Licenses & Certifications