Adam W.
Financial Analyst @Lorenzi Health Llc
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WORK HISTORY
Financial Analyst @Lorenzi Health Llc
MA, US
EDUCATION
Cavendish University Uganda
Bachelor’s Degree, Accounting and Finance
Suffolk University - Sawyer Business School
Master of Science in Finance (STEM), Finance, Investment
MAKERERE UNIVERSITY BUSINESS SCHOOL
Diploma in Busines Studies, Accounting and Finance
ABOUT ADAM W.
I bring my sets: Analytical and data-driven investment professional with hands-on experience in financial modeling, portfolio analysis, and risk assessment across institutional and real estate portfolios.Over the years, I’ve supported investment decisions through DCF valuations, market analysis, and performance tracking for portfolios exceeding $50 million. I’ve also built automated dashboards and reporting systems using Excel, R, Python, Power BI, and SQL, improving data accuracy, transparency, and timeliness.What sets me apart is; strong foundation in quantitative finance and a passion for turning complex data into clear, actionable investment insights. My ability to bridge financial analysis with technology and deep investment knowledge, with a commitment to innovation and process improvement.My strengths: I’m driven by curiosity, Resourceful, an excellent communicator and collaborator, and have a desire to enhance how investors understand and manage risk. My goal is to continue contributing to data-informed investment strategies and institutional risk management in forward-thinking organizations.
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