Trey Sheehan

Securities Trader at Self-Employed
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Contact Information
us****@****om
(386) 825-5501
Location
Prior Lake, Minnesota, United States, US

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Credentials

  • Wall Street Prep
    Wall Street Prep
    Aug, 2019
    - Nov, 2024

Experience

  • Self-Employed
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Securities Trader
      • Jun 2020 - Present

  • Proprietors Capital Holdings
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Private Equity Summer Analyst
      • May 2019 - Aug 2019

      • Performed buy-side and sell-side M&A analysis on companies in the retail industry • Spoke with 200+ business owners about their future succession plans • Drafted a pitchbook with financial metrics to be used to market the company to a list of potential acquirers • Conducted industry analysis and due diligence for 10 acquisitions targets to recommend a purchase offer • Performed buy-side and sell-side M&A analysis on companies in the retail industry • Spoke with 200+ business owners about their future succession plans • Drafted a pitchbook with financial metrics to be used to market the company to a list of potential acquirers • Conducted industry analysis and due diligence for 10 acquisitions targets to recommend a purchase offer

  • Trust Point Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst Intern
      • Sep 2018 - Apr 2019

      • Operated review of financial markets and investment opportunities to develop group investment decisions • Pitched equity and fixed income funds to senior portfolio managers and investment committee each month • Prepared written security reviews on 500+ stocks, mutual funds, and ETFs held by the Company at year end • Operated review of financial markets and investment opportunities to develop group investment decisions • Pitched equity and fixed income funds to senior portfolio managers and investment committee each month • Prepared written security reviews on 500+ stocks, mutual funds, and ETFs held by the Company at year end

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Intern
      • Feb 2018 - Sep 2018

      • Coordinated weekly branch tutorial sessions on TD Ameritrade’s trading platform after merger with Scottrade • Demonstrated customer service skills by assisting clients with check deposits and brokerage account paperwork • Oversaw all branch operations and was responsible for accurate recordkeeping of paperwork in the office • Coordinated weekly branch tutorial sessions on TD Ameritrade’s trading platform after merger with Scottrade • Demonstrated customer service skills by assisting clients with check deposits and brokerage account paperwork • Oversaw all branch operations and was responsible for accurate recordkeeping of paperwork in the office

  • Scottrade
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Intern
      • May 2017 - Feb 2018

  • Windsong Farm Golf Club LLC
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Caddie
      • May 2014 - Sep 2017

Education

  • University of St. Thomas
    Graduated Magna Cum Laude, Major: Finance | Minor: Data Analytics
    2016 - 2020
  • Lakeville South High School
    2012 - 2016

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