Kieran MacDonough
Ambler
Summary
Client-focused, Series 7 & 66 licensed finance professional supporting client investment activity in a fast-paced wealth management environment at Merrill. Trade execution, investment discussions, and advisor collaboration to strengthen client relationships and support business growth. Currently preparing for the CFP® certification, reinforcing a long-term focus on financial planning and client advisory.
Overview
2
2
years of professional experience
Work History
Investment Specialist
Bank of America Merrill Lynch
10.2025 - Current
- Series 7 & 66 licensed, supporting client investment activity and portfolio-related discussions in a fast-paced wealth management environment at Merrill
- Execute trades on behalf of clients with a focus on accuracy, timeliness, and alignment with client objectives and firm guidelines
- Translate complex investment products and strategies into clear, actionable insights to support informed client decision-making
- Build and maintain client relationships through consistent, high-quality communication, driving trust, retention, and long-term engagement
- Connects with Financial Advisors to strengthen client relationships and identify opportunities for new assets and business growth
Trade Analyst
State Street
08.2024 - 10.2025
- Send mutual fund trades and receive confirmations from counter parties.
- Communicate directly with institutional clients to address inquiries and ensure accuracy of trade data.
- Perform daily checks on file deliverables, and ensure timely and accurate delivery to clients.
- Investigate discrepancies and ensure daily resolution of identified trade and file issues.
- Track all client queries and coordinate internally to deliver solutions proactively and efficiently.
Education
Bachelor of Arts - Finance
Ursinus College
Collegeville, PA05-2024
Skills
- Client Relationship Management
- Investment Product Knowledge
- Client Education / Financial Communication
- Trade Execution & Order Management
- New Business / Onboarding Development
Timeline
Investment Specialist
Bank of America Merrill Lynch
10.2025 - Current
Trade Analyst
State Street
08.2024 - 10.2025
Bachelor of Arts - Finance
Ursinus College
LEADERSHIP EXPERIENCE
CFA Institute Research Challenge Competitor (08/2023 – 12/2023)
- Built comprehensive valuation models (DCF, FCF, FCFF) with long-term projections to support investment recommendations
- Analyzed key financial metrics including WACC and ROIC across varying economic scenarios
- Presented investment thesis and recommendations to judges, demonstrating analytical and communication skills
Chief Risk & Research Officer – UCIMCO (Student Investment Fund) (08/2022 – 05/2024)
- Led portfolio risk analysis and equity research for a student-managed investment fund
- Developed automated tools to track portfolio performance and risk metrics
- Conducted attribution analysis and evaluated financial statements to support investment decisions
- Presented insights and portfolio updates to investors, alumni, and finance professionals
Equity Research Instructor (01/2024 – 05/2024)
- Instructed 17 students on stock selection, valuation methods, and portfolio construction
- Taught fundamental and quantitative analysis using key financial ratios and investment frameworks
- Led development of a class-managed equity portfolio based on risk and valuation criteria
Ursinus College Men’s Rugby – Captain & Treasurer (08/2021 – 05/2024)
- Rebuilt and led the college rugby program, managing team operations and long-term development
- Secured funding through university approval and external business sponsorships
- Managed financial operations, budgeting, and league compliance with USA Rugby and conference standards
- Coordinated communication and scheduling with competing universities across the Mid-Atlantic