Liam Wrean

Associate, Investments at Captona
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • English -

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David First

I have had the good fortune of coaching and working with Liam from 2012-2016. I worked with him most recently as he interned at Heartware. Liam is driven, extremely intelligent, hard-working and inquisitive. He possesses strong analytical and interpersonal skills. Liam is also a strong presenter and interacts well with the entire employee population from entry–level colleagues through senior management. These skills and interactions were most apparent as he successfully launched our company’s first employee engagement survey in May 2016. I wish him the best of luck as he heads to Georgetown for college and ultimately pursues business opportunities. I highly recommend him as both an employee and team member. Any company will be lucky to hire him.

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Credentials

  • Junior Maine Guide
    Maine Department of Inland Fisheries and Wildlife
  • Lifeguard Certified
    Red Cross

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate, Investments
      • Jan 2023 - Present

    • United States
    • Renewable Energy Power Generation
    • 100 - 200 Employee
    • Structured Finance Senior Analyst
      • Dec 2022 - Jan 2023

      • Developed cross-functional understanding of solar projects necessary to underwrite solar portfolios totaling more than 500 MWs for DSD’s asset acquisition channel; led the underwriting of all RFPs• Led improvements of DSD’s underwriting financial model, increasing speed and accuracy of the model• Created a comprehensive Underwriting Manual explaining how to complete all underwriting tasks and responsibilities; now used as the foundational underwriting document and primary onboarding material Show less

    • Structured Finance Analyst
      • Sep 2021 - Dec 2022

    • United Arab Emirates
    • Business Consulting and Services
    • 100 - 200 Employee
    • Business Analyst Intern
      • Jul 2020 - Aug 2020

      • Collaborated on a client-facing management consulting team to simplify product offerings for a $3B market cap telecom client through business and financial modeling • Generated numerous solutions and Excel models to complete a variety of client asks in a timely manner • Collaborated on a client-facing management consulting team to simplify product offerings for a $3B market cap telecom client through business and financial modeling • Generated numerous solutions and Excel models to complete a variety of client asks in a timely manner

    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • Jun 2019 - Aug 2019

      • Led a large, diverse and multinational team to organize a 5,000-person internal town hall event • Ran meetings and presented to superiors, improving communication and presentation skills • Led a large, diverse and multinational team to organize a 5,000-person internal town hall event • Ran meetings and presented to superiors, improving communication and presentation skills

    • Lab Intern
      • May 2018 - Jul 2018

      • Performed lab experiments and tests for two research projects: developing a highly conductive solid solvent for lithium ion batteries, and finding a more effective ferrite for a microfilm layer in circulators • Performed lab experiments and tests for two research projects: developing a highly conductive solid solvent for lithium ion batteries, and finding a more effective ferrite for a microfilm layer in circulators

    • Intern
      • May 2017 - Aug 2017

      • Executed a broad survey of 3000+ U.S. publicly traded companies looking for companies worth following closely; later ran an Excel model to estimate possible returns based on historical data. The top 100 companies from this model were closely monitored and included in the company portfolio • Executed a broad survey of 3000+ U.S. publicly traded companies looking for companies worth following closely; later ran an Excel model to estimate possible returns based on historical data. The top 100 companies from this model were closely monitored and included in the company portfolio

    • United States
    • Wine & Spirits
    • Salesman
      • Feb 2017 - May 2017

      Over my freshman spring semester I worked at a wine cellar and gained experience helping to operate a small business. I was taught about the wines so that I could be an effective salesman in the store, but also helped to promote the business over social media and assisted the owner with the various activities involved with running a small business. Over my freshman spring semester I worked at a wine cellar and gained experience helping to operate a small business. I was taught about the wines so that I could be an effective salesman in the store, but also helped to promote the business over social media and assisted the owner with the various activities involved with running a small business.

    • United States
    • Construction
    • 200 - 300 Employee
    • Summer Intern
      • Jun 2016 - Jul 2016

      I worked on an apartment project site for Dellbrook JKS for eight weeks over the summer. I primarily did inspections reporting to the project manager. I spent a lot of time shadowing the managers of the project in order to better understand and learn the process that commercial construction must complete during each build. I worked on an apartment project site for Dellbrook JKS for eight weeks over the summer. I primarily did inspections reporting to the project manager. I spent a lot of time shadowing the managers of the project in order to better understand and learn the process that commercial construction must complete during each build.

    • Medical Device
    • 1 - 100 Employee
    • Summer Internship
      • May 2016 - May 2016

      •Rotational training program interacting with finance, legal, engineering, marketing, HR, R&D, sales and clinical departments. •Developed, implemented and administered the company's first employee engagement survey using online tools. Worked in collaboration with the HR department and participated in the survey question development. In order to execute this global survey I travelled to a remote office and communicated with over seas employees. Partnered with HR VP to analyze and present the results to the organization. Initiated a plan with recommended actions based upon the survey results. Show less

    • Junior Counselor
      • Jun 2014 - Aug 2015

      Counselor at an all boys 7 week summer camp. Was a lodge counselor for 12-13 year old campers and worked in the outdoor living department. Counselor at an all boys 7 week summer camp. Was a lodge counselor for 12-13 year old campers and worked in the outdoor living department.

Education

  • Columbia University in the City of New York
    Bachelor of Science - BS, Mechanical Engineering
    2019 - 2021
  • Georgetown University
    Bachelor of Arts - BA, Physics
    2016 - 2020
  • Weston High School
    High School
    2012 - 2016

Community

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