Samuel Walters

Investment Banking Analyst Intern at IFG Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Denver Metropolitan Area

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Bio

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Credentials

  • Level 1 Financial Modeling Certification
    Adventis
    Jun, 2023
    - Nov, 2024
  • Advanced Microsoft Excel Certification
    Udemy
    Jan, 2023
    - Nov, 2024
  • Seal of Biliteracy in English and Spanish
    Colorado Department of Education
    May, 2022
    - Nov, 2024

Experience

  • IFG Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Investment Banking Analyst Intern
      • May 2023 - Present

      Develop strategies, build financial models, analyze market data, and prepare client presentations through this role. In addition, I assist on current transactions the firm is involved in, while maintaining strong relationships with the investment advisory board and clients. Develop strategies, build financial models, analyze market data, and prepare client presentations through this role. In addition, I assist on current transactions the firm is involved in, while maintaining strong relationships with the investment advisory board and clients.

  • Chili's
    • United States
    • Restaurants
    • 700 & Above Employee
    • ToGo Team Lead
      • Mar 2022 - Present

      Process payments, take orders both in-person and over the phone, and package and assemble orders. Process payments, take orders both in-person and over the phone, and package and assemble orders.

  • Mattern Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Summer Intern
      • Jun 2021 - Jul 2021

      Client relations, SEC guidelines, and various processes and strategies of wealth management. Learning and development were facilitated through a combination of modules, case studies, and other financially related tasks that culminated in presentations to their team. Client relations, SEC guidelines, and various processes and strategies of wealth management. Learning and development were facilitated through a combination of modules, case studies, and other financially related tasks that culminated in presentations to their team.

Education

  • Bentley University
    Bachelor of Science - Corporate Finance and Accounting with a Law minor, Accounting and Finance
    2022 - 2026
  • Regis Jesuit High School
    High School Diploma, 4.0
    2018 - 2022

Community

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