Personal Information
Organização/Local de trabalho
Spokane, Washington Area United States
Cargo
Equity Research Analyst | Entrepreneur | Life-Long Learner
Setor
Finance / Banking / Insurance
Sobre
My passion is analyzing investments. I have experience in financial analysis, valuation, and modeling.
Looking for a Financial Analyst role in asset management or corporate finance.
• FINANCE EXPERIENCE
2018 Level III Candidate in the CFA Program. Passed Level I in December 2016 and Level II in June 2017
Managed two equity portfolios, a dividend strategy and a growth strategy, worth over $83 million
Competed in the 2016 CFA Institute Research Challenge and won the Spokane Region
Served as CFO for the Whitworth Student Investment Group, managing $115,000 of Whitworth University's endowment
• LEADERSHIP
Led an in-house research department, which included investment research on indivi...
Marcadores
company
politics
solar energy
competition
climate change
technology
renewable energy
automotive
market analysis
business
finance
Ver mais
Documentos
(1)Personal Information
Organização/Local de trabalho
Spokane, Washington Area United States
Cargo
Equity Research Analyst | Entrepreneur | Life-Long Learner
Setor
Finance / Banking / Insurance
Sobre
My passion is analyzing investments. I have experience in financial analysis, valuation, and modeling.
Looking for a Financial Analyst role in asset management or corporate finance.
• FINANCE EXPERIENCE
2018 Level III Candidate in the CFA Program. Passed Level I in December 2016 and Level II in June 2017
Managed two equity portfolios, a dividend strategy and a growth strategy, worth over $83 million
Competed in the 2016 CFA Institute Research Challenge and won the Spokane Region
Served as CFO for the Whitworth Student Investment Group, managing $115,000 of Whitworth University's endowment
• LEADERSHIP
Led an in-house research department, which included investment research on indivi...
Marcadores
company
politics
solar energy
competition
climate change
technology
renewable energy
automotive
market analysis
business
finance
Ver mais