Experience

Heikkinen Energy Advisors, LLC

• Financial Services
• 1 - 100 Employee

• Equity Research Associate

  • Apr 2020 - Present



Thompson Financial Group

• Financial Services
• 1 - 100 Employee

• Financial Advisory Associate

  • Oct 2018 - May 2019



CFA Research Challenge

• Williamsburg Va

• Researcher

  • Oct 2017 - Apr 2018

  Led a team of student researchers in the analysis and recommendation of the financial services company Union Bankshares. Conducted a series of valuation methods including a ROE vs PB regressions analysis, examined and projected the consequences of the Xenith acquisition, and presented findings to a board of CFA certified equity research professionals. Led a team of student researchers in the analysis and recommendation of the financial services company Union Bankshares. Conducted a series of valuation methods including a ROE vs PB regressions analysis, examined and projected the consequences of the Xenith acquisition, and presented findings to a board of CFA certified equity research professionals.



Transdev

• Baltimore, Maryland Area

• Financial Analyst, Mergers and Acquisitions

  • May 2017 - Aug 2017

  • Responsible for financial modeling of potential acquisitions in the multi-million-dollar technological arm of the transportation sector in key cities across the U.S. • Conducted pricing and cash flow valuations of potential competitors. • Created growth models for active U.S. cities and potential target prospects. • Responsible for financial modeling of potential acquisitions in the multi-million-dollar technological arm of the transportation sector in key cities across the U.S. • Conducted pricing and cash flow valuations of potential competitors. • Created growth models for active U.S. cities and potential target prospects.



William and Mary Student Managed Investment Fund

• Williamsburg Va

• Financial Analyst

  • Jan 2017 - May 2017

  • Selected by Mason School of Business faculty to be an analyst for a student managed organization that controls over $150,000 on behalf of The College of William and Mary. • Accountable for monitoring performance and pitching top growth prospects in the Energy and Utilities sector, outperforming the S&P Energy ETF by 6%. • Pitched NRG Energy, which, since the pitch date, has grown over 75% in 12 months. • Selected by Mason School of Business faculty to be an analyst for a student managed organization that controls over $150,000 on behalf of The College of William and Mary. • Accountable for monitoring performance and pitching top growth prospects in the Energy and Utilities sector, outperforming the S&P Energy ETF by 6%. • Pitched NRG Energy, which, since the pitch date, has grown over 75% in 12 months.



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst

  • Jan 2016 - Jul 2016

  • Responsible for the Top Adjustment process during monthly and quarterly close, financial reporting and data analytics for IBM’s top clients • Led the development of a quantitative system designed to maximize the efficiency of sales representatives in large clients; an effort that increased sales from clients greater than $400M. • Conducted the Top Adjustment process, a procedure amounting to over $300M in sales. Increased the efficiency of the practice by expanding communication across the globe and setting numerical limits to restrict excessive transactions; an effort that saved a full day of quarterly analytics. • Supported the transition of S&D structure, easing team members into new roles, while acting as a leader for the usage of novel analytics technologies Show less



Calvert Hall

• Baltimore, Md

• Indepedent Researcher

  • Jun 2013 - May 2014

  • Under the mentorship of Jeff Nattans, the executive Vice President of Legg Mason, designed a mutual fund based in a technological market, studying the trends of social media, cloud-based marketing, and established tech companies • At the 4-year mark, the fund design achieved over a 30% annual return without consistent maintenance and periodic oversight • Under the mentorship of Jeff Nattans, the executive Vice President of Legg Mason, designed a mutual fund based in a technological market, studying the trends of social media, cloud-based marketing, and established tech companies • At the 4-year mark, the fund design achieved over a 30% annual return without consistent maintenance and periodic oversight