Open to opportunities

Troymon Rose

@troymonrose

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Aspiring financial analyst specializing in wealth management, credit repair, and investment risk analysis.

United States

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What I'm looking for

I seek analyst roles in wealth, private or commercial banking that emphasize credit work, data-driven investment analysis, client relationships, and growth within collaborative, high-performance teams.

I am a Financial Management student and aspiring analyst focused on wealth creation, investment strategies, and credit management. I combine academic training with hands-on project experience to deliver measurable financial improvements.

As founder of Credit Academy, I managed a 15-client portfolio, improved credit scores, and supported clients in securing significant financing, including an SBA loan. I apply legal and regulatory knowledge (FCRA) to protect client interests.

I have completed project-based certificates in Investment Risk Management and AI agent applications, and I build data-driven tools — including an AI-driven stock prediction prototype — using metrics such as Treynor Ratio, VaR, Monte Carlo simulations, and Excel modeling.

I seek to leverage analytical skills, credit expertise, and AI-enabled financial tools to create lasting client relationships and drive sustainable growth in high-performance wealth, private banking, or commercial banking teams.

Experience

Work history, roles, and key accomplishments

Current

BS Financial Management Student

Current

Regent University

Jul 2024 - Present (1 year 3 months)

Pursuing a B.S. in Financial Management with coursework and projects in investment analysis, wealth management, risk management, and lending; completed applied projects including investment risk analysis and AI-driven finance tools.

Financial Analysis Financial Risk Management Wealth Management Risk Management Portfolio Management Accounting Microsoft Excel Research Skills

Founder / Credit Analyst

Credit Academy

Aug 2024 - Apr 2025 (8 months)

Founded and ran a credit research and remediation project serving 15+ clients, improving client credit scores and enabling loan approvals including support for a $250,000 SBA loan. Applied FCRA-compliant dispute processes and tailored credit-repair strategies.

Risk Management Microsoft Excel Financial Analysis

Education

Degrees, certifications, and relevant coursework

Regent University

Bachelor of Science, Financial Management

2024 -

Activities and societies: Investment Risk Management project; AI-powered financial insights and wealth management software development; founder of Credit Academy (research project).

Pursuing a Bachelor of Science in Financial Management with coursework and projects in financial planning, investment analysis, risk management, wealth management, accounting, and lending.