Bio
Experience
-
US Capital Partners - Investment Banking
-
San Francisco Bay Area
-
Investment Analyst Intern
-
Jan 2014 - Jan 2014
-
San Francisco Bay Area
Administrate capital source relationshipsCreate financial transaction summariesAnalyze and model financial statements
-
-
-
Beneficial Financial Group
-
Greater Salt Lake City Area
-
Equity and Credit Analyst Intern
-
Sep 2013 - Dec 2013
-
Greater Salt Lake City Area
Analyzed fixed income securities and presented recommendations to investment committeeUtilized Bloomberg to analyze CDS, rating agency reports, prospectus, debt distribution, and valuation ratiosCreated investment memos focused on industry, financial statements, and firm specific riskMake recommendations and provide outlooks focusing on macroeconomics, industries and firm
-
-
-
American Healthcare Lending
-
Greater Salt Lake City Area
-
Financial Analyst Intern
-
Sep 2013 - Dec 2013
-
Greater Salt Lake City Area
Process data and build up user-friendly models using macros in Excel to support senior managementRecord training videos for following interns and create written instructions
-
-
Education
-
2012 - 2013University of Utah
Master of Science (MS), Finance, General -
2008 - 2012Southwest Jiaotong University
Bachelor of Science (BS), Finance, General
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community