
michael erman
About
* Financial Modeling – Experienced modeling skills with focus on valuation and forecasting, generating routine reports with analysis for company leadership * Advanced Excel Skills – Including pivot tables, macros, vlookup, etc - frequently produce ad hoc reports as needed by management including productivity reports and sales forecasting models * CFA (Chartered Financial Analyst) Charter Holder – Completed graduate level coursework with intensive study program focused on financial reporting and analysis, economics, corporate finance, and investments * Presentation Skills – Extensive experience presenting analytical reports to management, advice and educational topics to clients, hosting seminars and public speaking events
united states
tampa
financial services
asset allocation, wealth management, financial analysis, financial modeling, financial planning, investment advisory, securities, microsoft excel, asset management, financial reporting, strategic financial planning, pivot tables, business analytics
Experience

brokerage operations
td ameritrade

financial advisor
ameriprise financial services, inc.

financial analyst
harwood financial group
Education
florida state university
finance
Activities and Societies: Oglesby Union Board - Vice Chair, Beta Gamma Sigma Business Honor Society, Omicron Delta Kappa Leadership Honor Society, Phi Beta Kappa Academic Honor Society
michael erman's Contact Information
Phone
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