Brandon Novak

Analyst at Carleton McKenna & Co
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Jan, 2023
    - Nov, 2024
  • FactSet Essentials: Core Products
    FactSet
    Jan, 2023
    - Nov, 2024

Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Analyst
      • Jul 2023 - Present

    • Junior Analyst
      • May 2023 - Jul 2023

    • United States
    • Higher Education
    • 700 & Above Employee
    • Business Student
      • Aug 2019 - May 2023

      I am currently a fourth-year business student at the University of Dayton. I am double majoring in finance and business economics. I have taken a plethora of classes, including calculus, statistics, financial & managerial accounting, organizational behavior, and legal environment of business. I have taken microeconomics, macroeconomics, labor economics, microeconomic analysis, finance, and public finance, and management information systems which are directly related to my majors. I am currently a fourth-year business student at the University of Dayton. I am double majoring in finance and business economics. I have taken a plethora of classes, including calculus, statistics, financial & managerial accounting, organizational behavior, and legal environment of business. I have taken microeconomics, macroeconomics, labor economics, microeconomic analysis, finance, and public finance, and management information systems which are directly related to my majors.

    • United States
    • Retail
    • 700 & Above Employee
    • M&A Summer Analyst
      • May 2022 - Aug 2022

      TravelCenters of America Inc. is a Cleveland-based Fortune 500 company that operates travel centers, truck service shops, and restaurants in the United States. I successfully coordinated and operated site acquisition research and submitted over 100 lucrative sites processing for acquisition. In addition, I assisted on and developed financial DCF models, memos, and business projections submitted and used by the executive committees for multiple high-level acquisitions. Finally, I sourced, negotiated, and executed commercial real estate leases in high-volume markets at a 25% premium to market value, and personally generated at least $12k in EBITDA. Show less

    • United States
    • Capital Markets
    • 1 - 100 Employee
    • Investment Banking Summer Analyst
      • May 2021 - Sep 2021

      Stone Pier Capital Advisors, LP is a Pittsburgh-based, boutique M&A, financial and strategic advisory firm. I conducted financial, equity, and market research. I then created detailed reports, models, and business projections, using data from numerous industries, regional and commercial banks, and publicly traded companies for presentation in client meetings. I learned how to analyze, communicate, and create important financial metrics through DCF and other valuation models, along with equity reports for client growth. I also enhanced my business and report writing skills and became knowledgeable on the buy and sell sides of investment banking. Show less

    • United States
    • Manufacturing
    • 700 & Above Employee
    • Sales Representative
      • Feb 2021 - Apr 2021

      Gained valuable sales and professional experience from walking customers through sales demonstrations and answering product-related questions. Have done over $3000 in sales, been promoted to KeyStaff, and have been published in multiple regional newsletters that recognize the top sales representatives in the midwest US region. Gained valuable sales and professional experience from walking customers through sales demonstrations and answering product-related questions. Have done over $3000 in sales, been promoted to KeyStaff, and have been published in multiple regional newsletters that recognize the top sales representatives in the midwest US region.

    • United States
    • Software Development
    • 1 - 100 Employee
    • Sales And Marketing Intern
      • May 2018 - Feb 2021

      Gained firsthand marketing experience by helping to create videos for Brilliency's app launch in 2019. In addition, I learned and excelled in creating data entries and consumer feedback surveys on platforms such as Microsoft Office. In 2020, I researched potential consumers and built a database for numerous target populations for sales outreach through Cognitoforms. Gained firsthand marketing experience by helping to create videos for Brilliency's app launch in 2019. In addition, I learned and excelled in creating data entries and consumer feedback surveys on platforms such as Microsoft Office. In 2020, I researched potential consumers and built a database for numerous target populations for sales outreach through Cognitoforms.

  • L'Albatros brasserie
    • Cleveland, Ohio Area
    • Busboy
      • Jun 2019 - Aug 2019

  • Gilmour academy
    • Gates Mills, Ohio
    • Camp Counselor
      • Jun 2016 - Aug 2018

      I was responsible for watching children 5-13 years old and creating activities for them to enjoy. I was responsible for watching children 5-13 years old and creating activities for them to enjoy.

Education

  • University of Dayton
    Bachelor's degree, Finance, General
    2019 - 2023
  • Gilmour Academy
    High School Diploma
    2015 - 2019

Community

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