Derek Oglesby

Investment Management | Financial & Risk Management | Quantitative Modeling | Process Improvement

Role
Finance Director at Milestone Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Derek Oglesby

As an investment management and risk management professional, I offer more than two…

Experience

  1. Finance Director

    Milestone Financial

    Jan 2014 — Present · Charlotte, NC, US

    Serve as Director to implement quantitative and risk mitigation expertise in financial and investment projects. Examine ROI, capitalization rates, and trends, manage financial systems, create action plans, and reduce impact variances to devise and execute business consulting and development strategies. Assess and identify competitive market assessment by evaluating local market characteristics and trends.• Created Stress Testing models that would assess the financial stability of companies given changes in sales/prices, operating costs, wages and market environment.• Completed projects involving financial modeling, ratio, company analysis, and Pro-forma projections by using deploying business, economics, finance, and analytical expertise.• Identified Key Risk Indicators (KRIs) including credit risk, market risk, operational risk, liquidity risk, regulatory risk and strategic risk.• Observed relative value in market to track investment opportunities by devising residential real estate investment model

Skills

  • Trading
  • Equities
  • Financial Econometrics
  • Securities Market
  • Investment Valuation
  • Financial Writer
  • Bloomberg
  • Real Estate
  • Investment Strategies
  • Portfolio Management
  • Fixed Income Technology
  • Real Estate Investment Consulting
  • Investment Consulting
  • Quantitative Risk Analysis
  • Economic Modeling
  • Econometrics
  • Quantitative Investing
  • Institutional Investments
  • Credit Analysis
  • Fixed Income Portfolio Management
  • Investments
  • Asset Allocation
  • Investment Banking
  • Bond Trading
  • Quantitative Finance
  • Finance Consulting
  • Investment Management
  • Quantitative Models
  • Fixed Income Analysis

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Derek Oglesby — Finance Director at Milestone Financial in Charlotte, NC, US | Unifers