KELLY-ANN JOEFIELD
Lower Sackville,Canada
Summary
Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Analyst
Private
03.2023 - Current
- Analyzed financial data to identify trends, patterns and strategies.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Analyzed market data, news reports, financial statements, and other relevant information to assess potential investments.
- Executed trades in stocks, bonds, options and futures contracts using electronic trading platforms.
- Collaborated with analysts to develop models for analyzing potential investments.
Firefighter
Firefighter
07.2019 - Current
- Assisted in responding to emergency calls, assessing situations, and providing necessary medical aid.
- Maintained firefighting equipment, including hoses and ladders, on a daily basis.
- Performed search and rescue operations in hazardous environments.
- Operated specialized equipment such as pumps, aerial ladder trucks, and hazardous material units.
- Coordinated with other first responders during multi-agency responses.
- Responded promptly to medical emergencies such as heart attacks or stroke victims.
- Transported injured persons safely from accident sites to hospitals for treatment.
Human Resources Assistant
BELLEVISTE APARTMENTS
05.2015 - 06.2016
- Maintained accurate records of employee information such as wages, performance reviews, benefits, leaves of absence.
- Compiled reports related to personnel activities such as attendance tracking, turnover rates, disciplinary actions.
- Responded to inquiries from current or prospective employees regarding human resources policies or procedures.
- Provided guidance and support to management team on various HR matters such as compensation packages or employee handbook updates.
- Ensured compliance with applicable laws such as Equal Employment Opportunity regulations.
- Processed paperwork associated with personnel transactions such as promotions or terminations.
Front Desk Receptionist
SANDY POINT BEACH CLUB
02.2014 - 05.2015
- Greeted customers warmly and made them feel welcome.
- Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
- Assisted with scheduling appointments for clients and visitors.
- Maintained an organized reception area and ensured that all guests were attended to promptly.
Clerical/Procurement Assistant
MINISTRY OF NATIONAL SECURITY
Scarborough, Tobago
02.2011 - 03.2012
- Initiated tendering process for procuring materials and services as per requirement specifications.
- Ensured that all purchases are made according to company policies and procedures.
- Prepared and assisted in development of letters of agreement, field purchase orders, and local purchase orders.
- Reviewed purchase orders for accuracy and compliance with company policies.
- Reviewed contracts for accuracy prior to signing off on them.
- Prepared purchase orders and sent to distributors and suppliers.
- Maintained accurate records of purchases, pricing, and other important data.
Education
DIPLOMA - BUSINESS MANAGEMENT & HUMAN RESOURCES
Association Of Business Executives
UkPROFESSIONAL CERTIFICATE - AGILE PROJECT MANAGEMENT
University of Colorado Boulder
Boulder, COPROFESSIONAL CERTIFICATE - PROJECT PLANNING AND EXECUTION
University of Colorado Boulder
Boulder, COPROFESSIONAL CERTIFICATE WITH HONORS - PROJECT MANAGEMENT FOUNDATIONS & INITIATION
University of Colorado Boulder
Boulder, COPROFESSIONAL CERTIFICATE - BUDGETING AND SCHEDULING PROJECTS
University of California-Irvine
Irvine, CAPROFESSIONAL CERTIFICATE - INITIATING AND PLANNING PROJECTS
University of California-Irvine
Irvine, CaliforniaPROFESSIONAL CERTIFICATE - LOGISTICS AND SUPPLY CHAIN MANAGEMENT
CSCMP/LinkedIn
CAREER ESSENTIALS - BUSINESS ANALYSIS
Microsoft
CAREER ESSENTIALS - ADMINISTRATIVE ASSISTANCE
Microsoft
Skills
Observational skillsCompassionate communicationDementia Care
- Records Management
- Filing and sorting
- Administrative assistance
- Filing
- Spreadsheet development
- Microsoft Applications
- Documentation and reporting
- Marketing strategy development
- Personnel management
- Attention to detail
- Supplier liaison
- Purchase orders
- Procurement
- Electronic trading
- Data visualization
- Risk assessment
- Decision making
- Trading strategies
- Futures trading
- Technical analysis
- Market analysis
- Trading strategization
Certification
- Mortgage Insurance Brokerage, REMIC, Canada
- Emergency First Responder/ CPR with AED and BLS, Redcross, Canada
- WHMIS, Lambton College, Canada
- Pediatric Advance Life Support, National Health Care Provider Solutions, Nevada, USA
- Personal Care Aide, Common Wealth of Massachusetts
- Caregiver Essentials, McMaster University, Canada
- Managing projects with Microsoft 365, Microsoft
- Managing Data with Microsoft, Microsoft
- Customer Service Training, Administrative Career Training Institute
- Administrative Assistant Training, Administrative Career Training Institute
- Digital Marketing, Cambridge International Qualification, UK
- Essentials of MS Excel Functions and Formulas, Cambridge International Qualification, UK
- Essentials of Data Visualization using MS Excel, Acacia University, UK
- Business Analysis Foundations, LinkedIn Learning
- Managing Projects with Microsoft 365, LinkedIn Learning
Timeline
Financial Analyst
Private
03.2023 - Current
Firefighter
Firefighter
07.2019 - Current
Human Resources Assistant
BELLEVISTE APARTMENTS
05.2015 - 06.2016
Front Desk Receptionist
SANDY POINT BEACH CLUB
02.2014 - 05.2015
Clerical/Procurement Assistant
MINISTRY OF NATIONAL SECURITY
02.2011 - 03.2012
DIPLOMA - BUSINESS MANAGEMENT & HUMAN RESOURCES
Association Of Business Executives
PROFESSIONAL CERTIFICATE - AGILE PROJECT MANAGEMENT
University of Colorado Boulder
PROFESSIONAL CERTIFICATE - PROJECT PLANNING AND EXECUTION
University of Colorado Boulder
PROFESSIONAL CERTIFICATE WITH HONORS - PROJECT MANAGEMENT FOUNDATIONS & INITIATION
University of Colorado Boulder
PROFESSIONAL CERTIFICATE - BUDGETING AND SCHEDULING PROJECTS
University of California-Irvine
PROFESSIONAL CERTIFICATE - INITIATING AND PLANNING PROJECTS
University of California-Irvine
PROFESSIONAL CERTIFICATE - LOGISTICS AND SUPPLY CHAIN MANAGEMENT
CSCMP/LinkedIn
CAREER ESSENTIALS - BUSINESS ANALYSIS
Microsoft
CAREER ESSENTIALS - ADMINISTRATIVE ASSISTANCE
Microsoft