1.
ELLIOT DELGADO
311 Fourth Street 551-580-1277
Union City, NJ 07087
Skype ID elliot.delgado4
edelgado70@gmail.com
_____________________________________________________________________________________________
PROJECT MANAGER / BUDGET DATA ANALYST / EQUITY RESEARCH ANALYST
Possess more than 15 years’ experience in financial services and asset management industries including five years
in equity research covering the following sectors and industries Basic Materials, Health Care, focusing on
pharmaceutical, and medical technology companies. My 15 year career in financial services and current position as a
an adjunct professor teaching advanced finance, accounting, investment management, and statistic courses has
given me advanced understanding of all financial products, including derivatives. My experience allows me be skilled
at performing decisive financial analyses of global and domestic company and industry operations, with appreciation
of the “Big Picture,” to inform management on key financial and strategic decisions.
AREAS OF EXPERTISE
 Financial Statements
 Forecasting and Budgeting
 Data Collection and Analysis
 Data Analysis
 Risk Management
 Repository Administration
 Data Processing Management
 Excel 2007 – 13 – with VBA Macros
 Strategic Segment and Business
Analysis
 Portfolio Management
 Equity Research
 Team knowledge building (Training)
 Data Base Application and Creation
 Project Management
 Process Excellence
 Pivot Tables
 Business Process Analysis
 (FATCA) - Foreign Account Tax
Compliance Act
 SQL Knowledge and understanding
 (ERP) Enterprise Resource Planning
 (SDLC) Software Development Life
Cycle
 Data Warehouse
 Data Mining
 Ecommerce and Business Intelligence
 Conflict Resolution Specialist
 Configuration Management (CMLC)
 PeopleSoft Trainer
 (CCAR) 2015 Comprehensive Capital
Analysis and Review
 Dodd - Frank
COMPUTER SKILLS
(PMP) Project Manager Professional in progress, Microsoft Office, Factset, CSFB Holt, Bloomberg, Reuters, ILX,
Economatica, Datastream, World Equities, Estimates Direct, Stockval, FrontPage 98, Newsedge, Firstcall,
Markets.Com, Lexis – Nexus, Advanced Access 2013, SAP, Oracle, Peoplesoft, Quick Books, Service Now, Taleo,
VBA – Visual Basic for MS Office, Visio, MS Project, QlikView, Sharepoint, Onenote
EDUCATION
North Central University, Scottsdale, AZ – Doctorate, Capital Markets & Financial Management expected in 8/2017
Seton Hall University, South Orange, NJ – MBA, Finance 5/2003
Saint Peters College, Jersey City, NJ – BS in Accounting and Economics 6/1998

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Elliot Delgado 551-580-1277 edelgado70@gmail.com Page 2
CORPORATE EXPERIENCE
DELGADO FINANCIAL CONSULTING, Union City, NJ Oct 2008 – Sold in 11/2015
Financial AnalysisBusiness Data Analyst / Project Manager / Owner
As a quantitatively strong financial business consultant with over 8 years’ experience in core economics and cost
drivers of services and products has allowed me to make clear and concise business analysis while using
appropriate analytical tools such as Excel and Access. Used trade surveillance methods to develop and deploy
market surveillance models. My Interpersonal soft skills have been improving over my career as salesperson and
lecturer with these current clients and my ability to negotiate has provided success. My passion to innovate is shown
by my analysis of investments and tax mitigation strategies. As a manager I reviewed the requirements and worked
with project teams to facilitate creation of need with data analysis.
Business Knowledge
 Used Configuration Management Life Cycle with projects that needed to be reviewed when collaborating
with department managers and business users.
 My experienceinBusinessIntelligence andDataMiningToolsallow foranalysisusingall toolsavailable that
can provide answerstoissuesusingwebanalytics,and datascience techniquesSQL
 Provided understanding of various markets and traded products to clients with new regulations such as
CCAR and FATCA.
 Used my working knowledge of products, markets, and experience with Trade Desk Surveillance to enhance
performance results for clients.
 Developed and deployed market surveillance models for individual clients.
 Reviewed and provided business/user expertise into business and functional requirements (BRD and FRS)
 Worked closely with COO and Director, Human Resources to manage pension plans, which includes
developing effective reporting and communication with various vendors.
 Created Macros that enhanced Data Analysis in were created and used to create reports that clearly
communicated relevant information to managers and security owners.
 Created excel functions for company automation of processes to enhance and increase revenues.
 Used excel for financial modeling analysis to monitor and track issues with revenues and expenses for
business owners.
Technology Knowledge
 Continually evaluated and improved enterprise security
 Interacted with both the business and technology on technology development projects
 Perform or coordinate user acceptance testing (UAT) using Oracle and SQL to develop new applications.
 The database used SAP and an import and migration into Excel with advanced vlookup functions and
macros.
 Worked with Data Analysis and Capital Markets, Operational Management, Product, Compliance, Legal,
Network, Technology to find solutions that lead to the Technology development using the Agile project
methodology.
Investment Industry Knowledge (RISK)
 Researched and reviewed security best practices and innovations for compliance with industry
analysis using CCAR rules and regulations from the Federal Reserve requierments.
 Reviewed security asset inventory, recommended improvements and created opportunities through sharing
and redeployment when performing security risk assessments to determine appropriate levels of stock
ownership.
 Used Business Intelligence to provide most accurate ad-hoc financial reporting and calculations with
funding to ensure that all plan documents conform to all applicable pension plan rules and regulations.
SNELLING INC., Summit, NJ April 2015 – June 2015
Project Manager, Business Data Analyst
Created searchable database for RSW Investments, the database facilitated use of trade operation data and client
information using Access and Excel.
Used Excel to create databases by linking Bloomberg to create master client database that used excel and access
In order to create it was created with advanced formulas and SQL statements.
Created instruction manual of database for training of users.

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Elliot Delgado 551-580-1277 edelgado70@gmail.com Page 3
TIAA-CREF INVESTMENT MANAGEMENT, New York, NY Jan 2007 – Aug 2008
Project Manager/Business Analyst/Data Analyst/Data Warehouse Manager
Collaborated with internet developers and ecommerce initiatives to create and add enhancements to internal
company portals for pension portfolios. Performed user acceptance tests (UAT) with legal, compliance, human
resources, front and middle office departments. Used conflict resolution skills on stalled projects to bypass hurdles
and plan accordingly for any mitigation needed and overcame any project issues for successful results. Some of the
departments, projects used a proprietary risk model for best practices. Asset Management department used a very
quantitative model
 Administrator for (AMDOC) Asset Management Document Repository, which held over 50,000 Asset
Management procedures for Fixed Income, Equity, Real Estate and Social Public Investment front office
documents.
 Worked with the compliance department to review information that was required the security officer and
legal/regulatory staff to ensure appropriate corporate, department, and/or regulatory FINRA standards are
met.
 Used AXIOM to create Monte Carloanalysisandother ProjectManagementsystemstoworkwithmultiple
projectsthatusedfinance andbusinessriskanalysis
o The projectsusedmodel uncertaintyasinputforpossibledeterminations
o Most modelsthatwere createdusedrandomnumbersforiterationsinvolvedinfinancial analysis
for projectsinorderto determine bestoutcomesforcomputation.
o Usingthe Monte Carlo projectmethodologyforsimulation,prediction,monitoring,financial
analysisandreporting.
 Implemented CCAR and Frank Dodd rules for the firm to use with all investments going forward.
 Experienced working on agile project methodology and creating agile deliverables for midsize projects 50 to
100 million.
 Used Business Intelligence tools to enhance other business applications such as Yardi, Oracle, SharePoint
& Clarity for add-hoc reporting of Investment Management products associated with Real Estate using the
Private Equity investment lifecycle.
Marketing department collaboration with a data base export of client data for greater effectiveness of
marketing materials.
 Specialized in meeting and time conflict issues on many company projects that were national (East to W est)
coast time conflict issues pension and other investment issues.
 Used Business Intelligence tools of COGNOS and SAP FI features when collaborating with Human
Resources to evaluate or estimate the nature, ability, or quality of department understanding and needs with
surveys under compliance guidelines.
 As a project manager I created detailed BRD’s for new product initiatives that used UAT to test acceptance
by users, After detailed Data Analysis for each of the business units at the firm Equity Research, Fixed
Income, Real Estate, and Social Public Investment and Trading departments by dashboard that captured all
of the (KPI’s) to measure new budget vs actual cost.
 Used SQL data to automate Excel Macros to complete tax investment analysis and client presentations.
 Produced project financial models that were in line with stakeholders proposals presented with the most
current business and economic assumptions that used IT Risk Management and End Services to plan
completion of projects.
 Compiled business unit management reports that were used by management to support project initiatives
using external vendor management systems.
 Assisted with development, verification and population of internal biographies in (BQS) Biography Query
System on Asset Management Portal this system was integrated with Data Centers, Voice and Data
Networks.
 Most of the projects that I planned and engineered followed the SDLC architecture and kept to planned
budget.
 Created master database for enhanced business continuity in Quantitative and Active Equity Research,
Global Public/Private Markets and Real Estate sections of Asset management Department.
 Independent analysis of over 35 business projects from inception to successful completion.

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Elliot Delgado 551-580-1277 edelgado70@gmail.com Page 4
SECURITIES TRAINING CORPORATION, New York, NY May 2004 – Dec 2006
Writer / Instructor & Tutor / DBA / Business Analyst / Project Manager
I consider my-self to be a highly-focused, detail-oriented employee as well as a team player with high energy levels
and the desire to learn and progress within the company. Experience in quality assurance of technology projects
using (UAT) metrics.
 Verified information in study guides for accuracy and correct use of concepts on over 70 different testing
manuals.
 Instructed and tutored individuals on the series 86, 87 and 7 exams with a 92% pass rate.
 Composed questions for series 86, 87, 16 and other regulatory exams.
 Marketing department collaboration with a data base export of client data for greater effectiveness of
marketing materials.
 Used ecommerce to fashion a master database using the data warehouse methodologies for regulatory
exam review courses with over 28,000 questions by test, topic, and difficulty in Access that allowed for
easier edits to test materials by 80% reduction in time. My conflict resolution skills were used globally to
mediate schedule conflicts among instructors.
 Used Axiom Software, Excel and Access for data manipulation and storage of new question data.
 Took COGNOS database information and created new ways to enhance and increase tutoring revenue by
creating new versions of test materials.
 Performed user acceptance tests (UAT) with Instructors nationwide from project initiation to implementation.
ZURICH SCUDDER INVESTMENTS, Acquired by Deutsche Bank New York, NY Jan 1997 – Aug 2002
Equity Research Analyst/Business Data Analyst
Made investment recommendations, provided coverage, analyzed and researched large cap, and mid-cap
pharmaceutical companies along with 17 companies in Package and Container group, and six in Building Materials
and Products areas, and five in North American Oil Services. I also, covered Latin American stocks as a research
analyst for two years.
 Reviewed economic and earnings trends and how they affect analyst research on various sectors and
industries.
 Increased portfolio performance by finding "investment value" via creation of Discount Cash Flow, Free Cash
Flow and Dividend Discount Model valuation models in Excel 97.
 Performed research for five different sectors Basic Materials, Consumer Goods, Financial, Healthcare,
Utilities that grossed Portfolio Managers profits of $150+ million.
 Conducted meetings with company management and portfolio managers to discuss investment pros and
cons. Meetings were 95% successful in answering portfolio managers’ pending questions were time
conflicts were global and as the intermediary I found common ground for parties to agree upon.
 Marketing department collaboration with a data base export of client data for greater effectiveness of
marketing materials.
 Defined, developed and generated key metrics for risk indicators, and performance indicators for trade desk
and portfolio management teams to prove performance and compliance acceptance.
 Created forecast and breakeven models that projected cash flow levels and potential valuations for
companies.
 Managed 20 million of a sector fund that consisted of basic materials and energy positons.
 Trading desk responsibilities that looked positions and amounts not to exceed without SEC approval as part
of compliance and trade surveillance with SEC and Peoplesoft process enhancement
 Used SAS assist in the creation of the SHED dashboard and Peoplesoft allowed all departments to work
more efficiently and provided greater KPIs. Improved research procedures that reduced research and trade
time by 60%.
 Using the export for SAS looked at company holdings to create a database that used excel to migrate data
using Vlookups and Pivot tables in order to export to access to create a holdings database that focused the
holdings as of the night before to create a holdings data warehouse.
 Created Global Data Warehouse with the SAS and Microsoft for the following departments Trading Desk,
Equity, with their relevant documents and data. The data warehouse was also used to create master
database that allowed research and trading access to holdings globally from the day before. The database
used SQL + Excel skills along with complex queries, data manipulation, indexing, formulas,
vlookup, hlookup, (iner and outer) joins in Excel and Access.
 Created reports using the SAP FI module that were presented in the crystal report viewer for ultimate graphic
utilization.

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Elliot Delgado 551-580-1277 edelgado70@gmail.com Page 5
 As a research analyst built models using Excel 2007, FactSet, Annual Reports, Company Records and
CSFB Holt system for relative warranted price targets used in purchase or selling decisions.
 Prepared and produced reports for management using SQL, Access, Excel macros, along with pivot tables
to allocate data such as meeting notes, company related correspondence, memoranda and reports for
distribution internally using Word, Excel and Intranet to be distributed firm-wide via Intranet system.
 Member of Global Materials & Energy Sector Portfolio teams, with seven companies selected for portfolios:
five in Global Materials group and two in Global Energy group.
I/B/E/S INTERNATIONAL INC., ACQUIRED BY THOMSON FINANCIAL, New York, NY
Business Data Analyst April 1993 – Jan1997
Involved in the research and analysis of historical and pro-forma financial statements submitted by investment banks
and their analysts. I was responsible for the Public Utilities, Capital Goods, and Consumer Durable sectors consisting
of over 835 firms.
 Contributed to monthly publication providing summary for data gathered on each sector.
 Performed qualitative and quantitative analysis of corporate earnings estimates.
 Established professional working relationships with 75 – 80 securities analysts.
 As a data analyst I worked with stakeholders to identify/create requirements around operations
with the tools available and learned ways to compile data for reports that were created daily and
distributed to buy-side investment firms.
 Responsible for adding new companies 5-6 a week that were added to the company database.
 Provided training of established procedures for department’s new employees.
 Member of (PAT) process analysis team that streamlined research procedures that reduced completion time
by 50%.
 Gathered and understood performance data on earnings numbers that were used for report product sold to
brokers and buy side users that reviewed surprise % increases or decline metrics.
 Used SAP and COGNOS to create reports that were distributed to various departments for analysis of data.
 Worked process enhancements using technology to improve service and distribution that worked with the
global data base that used a data warehouse methodology.
Professional Teaching and Training Experience
NEW JERSEY CITY UNIVERSITY, Jersey City, NJ
Jan 2004 – Present
Adjunct Professor - Business Department (2004 – Present)
Teaching the following courses on a part-time basis
Investment and Tax Portfolio Analysis – FATCA and CCAR review and understanding in the Spring and Fall
Semesters 2010 - 2015
Managerial Finance, Fall and Spring Semesters, 2004 – 2015
Human Resource Management Fall Semester 2012
Seminar in Finance, Fall Semester 2013
Capital Markets and Financial Institutions Spring 2010
Principals of Accounting I Fall and Spring Semesters, 2004 – 2014
Advanced Accounting Information Systems using Excel 2007, Spring Semester 2004 – 2009
SAINT PETERS UNIVERSITY, Jersey City, NJ
Feb 2015 – Present
Adjunct Professor - Business Department (2015 – Present)
Teaching the following courses on a part-time basis for the graduate business school
Human Resource Management Spring Semester 2015
Financial Statement Analysis Spring Semester, 2015
WILLIAM PATERSON UNIVERSITY, Wayne, NJ
Sep 2014 – May 2015
Adjunct Professor - Business Department (2014 – Present)
Teaching the following courses on a part-time basis
Corporate Finance and Financial Planning Fall Semester 2014
Statistics I Fall Semester, 2014