Carlos D.

I’m Carlos, a BS Management Information Systems graduate and licensed Equity Trader with 7 years of experience in equity trading and research. I help investment firms, consultants, startups, and businesses research companies, markets, industries, competitors, and potential clients, turning information from multiple sources into accurate, organized, and actionable data. While my professional background is primarily in finance and investment research, I am comfortable adapting to different types of research depending on the project’s needs. Over the years, I have researched a wide range of subjects outside of finance, including European citizenship pathways, federal prisons and their regulations, automotive suppliers, pharmaceutical and biotech companies, restaurant and service industries, and various economic and business topics. My research experience includes: - Company Research: Identifying and profiling companies, researching business activities, products, industries, and key information - Market & Industry Research: Gathering and analyzing information on markets, industries, competitors, and emerging trends - Investment & Financial Research: Researching companies, financial data, economic indicators, and relevant financial news - Lead Generation: Finding, compiling, and verifying potential companies, prospects, and contacts - Data Research & Enrichment: Building, maintaining, updating, and verifying databases and spreadsheets - Web & LinkedIn Research: Finding specific information across company websites, LinkedIn, industry sources, and other online platforms - Research Reports & Presentations: Turning research findings into clear reports, summaries, spreadsheets, and PowerPoint presentations In one of my previous research projects, I was responsible for researching and compiling detailed information on pharmaceutical, biotech, and healthcare companies, contacting companies to confirm information, and continuously maintaining and updating the database. I have also conducted economic and financial research on cities around the world, researched topics within the restaurant and service industries, monitored local financial news, and worked on research projects involving regulations, citizenship requirements, and industry-specific company information. I’m detail-oriented, resourceful, and comfortable working independently with minimal supervision. I can quickly familiarize myself with unfamiliar subjects, identify reliable sources, gather and verify information, and organize my findings into a format that is useful to the client. Tools I work with include: - Microsoft Excel, Word & PowerPoint - Google Sheets, Docs & Slides - LinkedIn - Google Search & Google Trends - Gmail & Outlook - Zoom, Microsoft Teams and other communication platforms - ChatGPT, Perplexity, and Claude If you need someone who can adapt to your research requirements, find the information, verify it, organize it, and turn it into something useful, I’d be happy to help with your project.