Charlie Mangum
Private Equity Associate at Waud Capital Partners- Claim this Profile
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English Native or bilingual proficiency
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Latin Professional working proficiency
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Greek, Ancient (to 1453) Limited working proficiency
Topline Score
Bio
Credentials
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Series 63
FINRAAug, 2020- Sep, 2024 -
Series 79
FINRAAug, 2020- Sep, 2024 -
Securities Industry Essentials (SIE)
FINRAJun, 2020- Sep, 2024
Experience
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Waud Capital Partners
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Private Equity Associate
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Aug 2022 - Present
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Investment Banking Analyst - TMT
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Jun 2020 - Jul 2022
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Claremont McKenna College Men's Lacrosse
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United States
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Spectator Sports
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Organization President and Team Captain
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Apr 2018 - May 2020
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The CMC Student Investment Fund
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United States
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Financial Services
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1 - 100 Employee
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Vice President Healthcare
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Sep 2017 - Mar 2020
Manage $2.3 million investment fund alongside 35 other recruited students Conducted research and built financial models as Analyst and Vice President of the Healthcare team Help manage and track healthcare’s $250,000 portfolio Manage $2.3 million investment fund alongside 35 other recruited students Conducted research and built financial models as Analyst and Vice President of the Healthcare team Help manage and track healthcare’s $250,000 portfolio
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Wells Fargo Securities
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United States
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Investment Banking
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Investment Banking Summer Analyst - Technology
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Jun 2019 - Aug 2019
Provide private company comparable analysis to illustrate company value to clients Built financial models to help analyze company’s debt capacity to determine optimal capital structure for multiple acquisitions sizes Exposure to to systems, semiconductor, software and internet verticals Provide private company comparable analysis to illustrate company value to clients Built financial models to help analyze company’s debt capacity to determine optimal capital structure for multiple acquisitions sizes Exposure to to systems, semiconductor, software and internet verticals
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Clifford Swan Investment Counselors
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United States
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Financial Services
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1 - 100 Employee
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Intern
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Jun 2018 - Aug 2018
Conducted investment research for different healthcare, tech and oil companies Assisted firm with improving marketing strategy Provided research on different mutual funds that best served specific retirement risk profiles Conducted investment research for different healthcare, tech and oil companies Assisted firm with improving marketing strategy Provided research on different mutual funds that best served specific retirement risk profiles
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Stran Technologies
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United States
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Defense and Space Manufacturing
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1 - 100 Employee
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Intern
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Jun 2016 - Jul 2016
Worked at the Pearl Harbor Hickam Military Bases in Hawaii help setting up cable for secure internet. Worked at the Pearl Harbor Hickam Military Bases in Hawaii help setting up cable for secure internet.
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Intern
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Jun 2015 - Jul 2015
Worked at the Wind Blade Testing Facility in Charlestown Massachusetts. Worked at the Wind Blade Testing Facility in Charlestown Massachusetts.
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Education
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2016 - 2020
Claremont McKenna College
Bachelor’s Degree, Double Major in Economics and Government with a Minor in Financial Economics -
2012 - 2016
The Hotchkiss School
High School, Classical Languages -
2002 - 2012
The Fessenden School
Community
