Elim Group since Jun 2007
Investment Service Associate
Lockheed Federal Credit Union Aug 2004 - Feb 2007
Financial Consultant
Trilogy Financial Jun 2004 - Jul 2005
Investment Executive
Education:
The George Washington University 1999 - 2003
Skills:
Investments Capital Markets Hedge Funds Equity Research Equity Trading Financial Analysis Financial Modeling Fixed Income Analysis Economics
Interests:
Investment Management, advanced financial planning, capital markets, international economics, East Asia-Japanese-Speak/Write
Mar 2014 to 2000 Regional Consultant/Internal WholesalerElim Consulting Group Flushing, NY Jun 2007 to Mar 2014 Strategist/Investment Services ManagerLockheed Federal Credit Union Los Angeles, CA Aug 2005 to Feb 2007 Financial Consultant
Education:
The George Washington University, The Elliott School of International Affairs Washington, DC Jun 2003 Bachelor of Arts
Skills:
Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis, and (iii) discounted cash flow (DCF) analysis. Built fully-integrated financial statements projection models, LBO models, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models and data tables for sensitivity analysis. Securities Licenses: Series 6, 7, 63, 66 Microsoft Office (Excel, Word, PowerPoint, Access) intermediate level proficiency Software: Bloomberg, S&P Equity and Credit platforms, Morningstar, TD Ameritrade, Charles Schwab, Pershing, LPL, Reuters