Travis Baughman
Senior Investment Analyst - Liquid Markets @ Nationwide
United States
Columbus
Financial Services
Financial Markets, Financial Analysis, Microsoft Excel, Accounting, SQL
Experience
Senior Investment Analyst - Liquid Markets
Nationwide
Columbus, Ohio Metropolitan Area
Asset Management Risk Analyst
J.P. Morgan
Columbus, Ohio Metropolitan Area
Summer Financial Analyst
JPMorganChase
Westerville, Ohio, United States
Private Wealth Management Analyst
Oberlin Wealth Partners, LLC
Bryan, Ohio, United States
I reviewed portfolios for clients with a net worth of $50+ million. I also researched new investment opportunities for clients. I recommended securities to sell that were not performing well and planned future investment strategies with other portfolio managers.
Accounting Assistant
Triton Metal Products
Hamilton, Indiana, United States
I implemented a new departmental breakdown program for the company's income statement. I balanced the main business checking account. I also entered the accounts payable bills into the company accounting program as well as matched incoming bills with receivers.
Education
Miami University Farmer School of Business
Accounting
Miami University
Bryan Middle School/High School
Travis Baughman's Contact Information
Phone
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