Open to opportunities

Kristin Tuck

@kristintuck

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Detail-oriented finance and operations professional skilled in portfolio implementation and data analysis.

United States

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What I'm looking for

I’m seeking a collaborative, hands-on role in finance or operations where I can apply data analysis, improve processes, and contribute to clear, reliable results.

I’m a curious, organized professional with a strong foundation in finance, research, and operations, comfortable working both hands-on and collaboratively to improve processes and outcomes.

In portfolio implementation, I execute trades for high-value accounts, perform rigorous checks to maintain compliance, and create clear training materials to raise team consistency and efficiency.

Previously I supported a busy research lab—managing supplies, budgets, vendor relationships, and safety training—and led data projects that produced automated dashboards and public-facing Tableau visualizations.

Experience

Work history, roles, and key accomplishments

Current

Portfolio Implementation Associate

Current

CapTrust

Jan 2022 - Present (4 years)

Execute trades across high-value portfolios with precision, run compliance checks to reduce errors, and create training documentation to streamline operations and improve team efficiency.

Trade Execution Portfolio Operations Excel Compliance

Research Technician

University of North Carolina

Jan 2022 - Oct 2022 (9 months)

Managed supplies and inventory for a 35+ researcher lab, negotiated vendor agreements to reduce costs and speed delivery, and led safety trainings and onboarding to maintain smooth lab operations.

Lab Operations Inventory Management Vendor Relations Budgeting Documentation Grant Billing

Senior Economic Analyst

Western Carolina University

Jan 2019 - Jan 2021 (2 years)

Led a team of four to collect, clean, and visualize statewide economic datasets, built an automated dashboard in Tableau, and performed monthly quality checks to ensure data accuracy.

Data Analysis Tableau Data Cleaning Dashboard Development Team Leadership Quality Assurance SQL

Education

Degrees, certifications, and relevant coursework

Western Carolina University

Bachelor of Science, Economic Data Analysis

Activities and societies: Worked as a Senior Economic Analyst (student role) conducting data collection, cleaning, dashboard development, Tableau visualizations, and leading a team of programmers.

Completed dual Bachelor of Science degrees in Economic Data Analysis and Applied Mathematics, focusing on data analysis, statistical methods, and applied quantitative techniques.

Western Carolina University

Bachelor of Science, Applied Mathematics

Activities and societies: Applied mathematical techniques to support economic data projects and research; collaborated on data-driven dashboards and quality assurance.

Completed a Bachelor of Science in Applied Mathematics with emphasis on quantitative methods and mathematical modeling supporting data-driven research.