Troy Batelman

• Supporting preparation of regulatory financial reports for a publicly traded global financial services firm • Assisting with financial data analysis tied to institutional trading, clearing, and capital markets activity • Collaborating with accounting and compliance teams to ensure accuracy of regulatory filings and financial reporting • Gaining exposure to derivatives, commodities, and institutional brokerage operations

• Promoted to Investment Analyst within a competitive $420,000+ student-managed fund • Lead equity research, valuation, and financial modeling on public companies • Present investment theses and support portfolio construction and risk decisions

• Supported equity research, financial modeling, and due diligence across sectors • Assisted in investment memos and portfolio review discussions

• Drive sales growth by guiding customers through the mattress selection process, resulting in over $250,000 in sales and consistently exceeding the company’s average ticket price • Build strong customer relationships through personalized service, leading to higher satisfaction • Optimize store operations through improved efficiency and enhance the customer experience

•Worked directly with the CEO to help scale a high growth B2B SaaS platform serving laboratory organizations • Supported sales efforts contributing to approximately $450,000 in closed and pipeline revenue through onboarding coordination • Reached out to over 500 prospective lab clients, building and managing early stage sales pipeline activity

• Managed daily operations at a sports facility, ensuring a smooth and organized experience for customers • Collaborated with customers to understand their needs and provide personalized gear recommendations • Entrusted in coordinating facility activities to ensure a seamless and enjoyable customer experience

• Sorted and distributed sports equipment to maximize accessibility for those in need • Organized and managed donations to ensure efficient intake and inventory tracking