Garrett Lisowski

Garrett Lisowski

Financial analyst focused on investment research.

Financial modeling and market researchWinter Park, Florida

I care about the point where a model leaves the spreadsheet and becomes a decision someone can stand behind.

View experience

Experience

3.78GPA in Economics
150+Commercial and enterprise accounts
100+Stocks reviewed for an investment committee
b+h PolymersFeb 2024 - Feb 2025Remote

Financial Analyst

At b+h Polymers, finance was practical: pricing, budgets, forecasts, and the operating questions sitting behind each number.

  • I built Excel pricing models and automated variance reporting for global supply-chain procurement.
  • I prepared actual-versus-budget capital reports for executive review.
  • I ran forecasts and scenarios to test whether international projects made financial sense.
  • I also handled B2B outreach across North America, Europe, and Asia. Internal reporting showed an 80% increase in qualified partner inquiries during the engagement.
  • I maintained relationships across the global plastics supply chain.

Additional experience

Three other ways I learned to own the outcome.

Futures TraderBreakout, contract

I used position sizing, stop-loss rules, and risk limits across futures, foreign exchange, and equities.

Co-FounderSFIN Media

I built CRM automation and conversion workflows. Internal reporting attributed a 30% conversion-rate increase to the work.

FounderLight Essentials

I managed marketing, inventory, customer support, and financial analysis using Salesforce and Excel.

Selected work

TRS Hedge ModelExecutive deferred compensation
Data
Fictional
Review
Controls clear
Plan exposure$12.48m
Target notional$11.48m
Hedge ratio92.0%
Reweight order+$301k
Illustrative target notional by plan option
Plan optionExposureTargetOrder
US large cap$5.12m$4.71m+$171k
US small cap$2.08m$1.91m+$94k
Core bond$3.16m$2.91m+$27k
International$2.12m$1.95m+$9k
Monthly volatilityIllustrative standard deviation
2.4%Unhedged
0.9%Hedged
4 plan options4 control checksFictional learning model

Independent educational model

Executive Deferred Compensation TRS Hedge Model

I built this fictional model around one question: how could a company keep a changing deferred-compensation liability and its hedge aligned?

What I didModel design, settlement logic, and monthly controls

  • Fictional plan data
  • 4 ETF proxies
  • 4 control checks
MTPITotal market cap
Snapshot
Jan 17, 2025
Composite
−0.91, Short
Selected MTPI indicator matrix rows
CategoryIndicatorFrameScoreResult
PerpetualEWMA3D−1.00Bearish
PerpetualSALMA RED K3D−1.00Bearish
PerpetualMichaels EMA2D−1.00Bearish
OscillatorsRegularized MA suite2D−1.00Bearish
OscillatorsNormalized KAMA4D−1.00Bearish
BitcoinT3S5D−1.00Bearish
EthereumEWMA4D−1.00Bearish
MacroCorrelation coefficient15-120D0.28Slight bull
Medium-term trend
15 inputs5 categoriesAverage −0.91, Short

Market research workbook

Market Trend Probability Indicator

I built this workbook to answer one recurring question: when market signals disagree, what does the overall setup actually say?

What I didIndicator selection, scoring logic, and historical testing

  • 15 research inputs
  • 5 signal categories
  • 24 dated observations
RSPSRelative-strength research
Snapshot
Oct 02, 2024
Horizon
2D
Historical pairwise model snapshot
PairInputsFrameAverageState
ETH / BTC92D−1.00Short
SOL / ETH82D1.00Long
SOL / BTC82D1.00Long
ETH/BTC workbook trace2017 - 2024
2017202020222024
3 pairwise models2D horizonHistorical snapshot

Portfolio analytics methodology

Relative-Strength Portfolio Research System

This started with a frustration: relative-strength research gets messy when every chart asks a different question.

What I didComparison logic, research screens, and allocation views

  • 9 connected research views
  • 5 decision stages
  • 3 relative-strength models

Education and leadership

Education

University at Buffalo, The State University of New York

Bachelor of Arts in EconomicsMinor in International Business
  • GPA: 3.78 out of 4.0
  • Dean’s List for five consecutive semesters

Leadership

University at Buffalo Student Investors Network

Investment Research Vice-President
  • I contributed sector research across more than eight industries to a simulated portfolio benchmarked against the S&P 500. Team reporting measured 12% relative outperformance.
  • I delivered weekly investment-committee research covering more than 100 equities with Bloomberg Terminal and FactSet.

Skills

Tools I have used on real work.

Analysis

  • Financial modeling
  • Investment and market analysis
  • Forecasting
  • Financial reporting
  • Valuation analysis
  • Time-series analysis
  • Scenario analysis

Tools

  • Microsoft Excel
  • Python
  • Bloomberg Terminal
  • FactSet
  • HubSpot
  • Odoo ERP
  • Salesforce

Commercial and operational

  • Pipeline forecasting
  • Client discovery
  • Stakeholder communication
  • Process improvement

Languages

  • English, native
  • Spanish, intermediate

Certifications

  • HubSpot Inbound and Sales certifications
  • HubSpot Revenue Operations
  • Microsoft Excel certification (Pearson)

Contact

Building a finance team that values clear thinking? Let’s talk.

EmailGarrett@GarrettLisowski.com
Based inWinter Park, Florida