Marshall McDuffie

Large Cap Portfolio Analyst at Baylor University - Hankamer School of Business
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US

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Bio

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Credentials

  • PowerPoint Speed Training
    Wall Street Prep
    Jul, 2023
    - Oct, 2024
  • Accounting & Financial Statement Analysis
    Wall Street Prep
    Jun, 2023
    - Oct, 2024

Experience

  • Baylor University - Hankamer School of Business
    • United States
    • Higher Education
    • 100 - 200 Employee
    • Large Cap Portfolio Analyst
      • Aug 2023 - Present

  • Texas Capital
    • United States
    • Banking
    • 700 & Above Employee
    • Commercial Banking Intern
      • May 2023 - Jul 2023

      - Gained exposure to all aspects of banking such as commercial lending, wealth management, investment banking, etc. - Illustrated deep understanding of the life cycle of a loan by excelling in presentation to bank leaders - Exhibited credit underwriting skills by formulating and presenting an opportunity assessment memo and term sheet - Gained exposure to all aspects of banking such as commercial lending, wealth management, investment banking, etc. - Illustrated deep understanding of the life cycle of a loan by excelling in presentation to bank leaders - Exhibited credit underwriting skills by formulating and presenting an opportunity assessment memo and term sheet

  • Dunlap Marketing
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Business Development Intern
      • May 2022 - Aug 2022

      - Supported clients with business development through outbound calls to identify leads and schedule appointments - Conducted data research projects via telephone, SalesGenie and face to face - Actively participated in weekly career development activities and discussions - Supported clients with business development through outbound calls to identify leads and schedule appointments - Conducted data research projects via telephone, SalesGenie and face to face - Actively participated in weekly career development activities and discussions

  • Dynamic Sports Training
    • Spectator Sports
    • 1 - 100 Employee
    • Business Operations Intern
      • May 2019 - Aug 2019

      - Direct report to Director of Business Operations in West Houston location. - Maintained and updated workout data analytics in excel in order to illustrate athlete specific growth metrics. - Controlled and updated various social media accounts for DST in order broaden exposure - Direct report to Director of Business Operations in West Houston location. - Maintained and updated workout data analytics in excel in order to illustrate athlete specific growth metrics. - Controlled and updated various social media accounts for DST in order broaden exposure

Education

  • Baylor University - Hankamer School of Business
    Bachelor of Business Administration - BBA, Finance, Entrepreneurship/Corporate Innovation
    2020 - 2024
  • Continuing Education
    2022 - 2022
  • Stratford High School
    2016 - 2020

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