Kelly Horak is a highly experienced finance professional and the founder of Dovewood Capital LLC, an organization dedicated to making finance more accessible and empowering individuals with economic knowledge and opportunities. With over two decades of experience in various finance roles and industries, Mr. Horak has developed innovative models and reports that simplify complex financial concepts/problems and provide educational and informational content to his clients.

 

Mr. Horak's proprietary predictive analytics trading model built with SQL analyzes each stock using 5 years of rolling historical data and over 11 million data fields. He has also designed and constructed a fully functional financial website that provides visitors with an engaging and educational experience. Additionally, Mr. Horak has created "The Financial Enrichment Journey," a weekly financial reporting series that covers market performance, trends, and outlook, featuring a new S&P 500 company each week.

 

During Mr. Horak’s Mortgage Banking tenure, he developed a pre-payment penalty calculator as a retention strategy which reduced Company loss exposure by 100% and increased the retention rate by 300 BPS, providing pro-rations and waivers to current customers based on product profitability. The platform the model was built on was based off Excel VBA to run SQL queries. His exceptional contributions and unwavering dedication to the company's success earned him the "Partner" designation in February 2004.

 

Mr. Horak’s exceptional business acumen and cutting-edge technology skills make him a rare talent given his ability to turn real-time business problems into technological solutions, enabling the business to mitigate risks nimbly. His ​​results-driven approach, coupled with his exceptional analytical and strategic skills, helped the company to optimize its resources, mitigate risks, and achieve significant improvements in its operations.

 

Lastly, Mr. Horak's dedication to making finance more accessible and transparent has established him as a thought leader in the industry. His rigorous data collection techniques and strategies have been used to develop cutting-edge financial models and reports. He is an excellent addition to any team in the financial industry seeking to grow and succeed.

 

Key innovator, problem solver, proactive leader, excellent communicator, organized, efficient, value teamwork, self-starter, think outside the box, time management, multi-tasker, technical skills, coordinator, resourceful, deadline-driven, flexible, analytical thinker, persuasive.

 

SAS, SQL, Python, Google Collab., Visual Basic, UNIX, TOAD, Enterprise Data Warehouse, Business Objects, AS/400, LSAMS, Fiserv, Avaya CentreVu, MortgageServ, MortgageFlex, LoanSoft, Data Analytics, Financial Modeling, Financial Analysis, Predictive Analytics, Business Analysis, Equity Research Analysis, Financial Report Writing, Data Mining, Microsoft SQL Server, Process Flow Mapping, Root Cause Problem Analysis/Solution, Digital Architecture & Design.

 

Texas Christian Univesity Neeley School of Business - Bachelors of Business Administration - BBA, FInance, General                 Sept. 1992 = Dec. 1997

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​​University of Texas at Austin McCombs School of Business - Post Graduate Program in Artificial Intelligence and Machine Learning: Business Applications; Ongoing – Graduation/Certification Date: Jan. 2025