Ben Dunbar

Ben Dunbar

Analyst @ Summit Trail Advisors

Country

United States

City

San Francisco

Industry

Financial Services

Skill

Reporting & Analysis, Due Diligence, Budgeting, Communication, Microsoft Office, Financial Modeling, Financial Analysis, Finance, Accounting, Microsoft PowerPoint, Risk Assessment, Business Analysis, Financial Reporting, Microsoft Excel, Teamwork, Leadership, Customer Satisfaction, Relationship Building, Financial Planning, Active Listening

Experience

Summit Trail Advisors

Analyst

Summit Trail Advisors

LinkedIn
2025-2 - Present · 1 yr 8 mos

San Francisco Bay Area

Standish Management, LLC

Senior Fund Associate

Standish Management, LLC

LinkedIn
2024-6 - 2025-2 · 9 mos

Seattle, Washington, United States

Standish Management, LLC

Fund Associate

Standish Management, LLC

LinkedIn
2023-10 - 2024-6 · 9 mos

Seattle, Washington, United States

University of Oregon Investment Group

Senior Analyst

University of Oregon Investment Group

LinkedIn
2022-11 - 2023-4 · 6 mos

Eugene, Oregon, United States

• Contribute to the direction and active management of two U.S.-based long-only portfolios worth $2+ million using fundamental valuation and thorough industry analysis. • Utilize financial models such as discounted cash flow, adjusted present value, and comparable company analysis to value publicly traded companies and determine potential investments. • Create formalized equity research reports to accompany valuations based on SEC filings, earning calls, and S&P Capital IQ financial data.

University of Oregon Investment Group

Junior Analyst

University of Oregon Investment Group

LinkedIn
2022-10 - 2022-11 · 2 mos

Eugene, OR

Intel

Financial Analyst

Intel

LinkedIn
2022-6 - 2022-9 · 4 mos

Portland, Oregon Metropolitan Area

• Developed and implemented an automated process to effectively import 3rd party data into a dynamic spreadsheet, enabling real-time tracking of pricing discrepancies in the market and enhancing decision-making. • Developed in-depth financial reports to provide insight across business units optimizing pricing strategies. • Demonstrated a proactive approach by actively seeking opportunities to apply the automated pricing tool to various business units, expanding its impact and fostering a culture of data-driven decision-making. • Received recognition for optimizing pricing schemes that positively impacted revenue generation and customer satisfaction across multiple business units. •Return Offer Received

Sigma Nu Fraternity, Inc.

Recruitment Chair

Sigma Nu Fraternity, Inc.

LinkedIn
2020-12 - 2021-12 · 1 yr 1 mo

Eugene, Oregon, United States

OrderPort

Sales Associate

OrderPort

LinkedIn
2021-6 - 2021-9 · 4 mos

Bellevue, Washington, United States

OrderPort

Information Technology Help Desk Support

OrderPort

LinkedIn
2020-5 - 2020-9 · 5 mos

Seattle, Washington, United States

• Maintained composure and active listening in face of difficult customer situations, applying de-escalation techniques and positive customer support. • Observed system functioning and routinely tested different areas of operations • Worked with hundreds of U.S. and International wineries • Implemented web design skills to develop and edit online web stores

Mercer Island High School

Ground Crew

Mercer Island High School

LinkedIn
2019-5 - 2019-9 · 5 mos

Mercer Island, Washington, United States

Mathematics Tutor

2018-10 - 2019-6 · 9 mos

Seattle, Washington, United States

MERCER ISLAND LACROSSE CLUB

Lacrosse Coach

MERCER ISLAND LACROSSE CLUB

LinkedIn
2016-1 - 2019-6 · 3 yrs 6 mos

Seattle, Washington, United States

• Developed relationships directly with the kids in order to achieve a better understanding of the game by answering questions, celebrating achievement, consistent practice. • Coached kindergarteners for a season by giving fundamental tips in order to develop an attachment to the game. • Implemented new structures for fourth and fifth graders to increase skill and incorporate new strategies within their game. • Forced the importance of teamwork and began more advanced skills in order to prepare middle schoolers for the higher paced, high school lacrosse.

Education

Mercer Island High School

Mercer Island High School

LinkedIn
University of Oregon Lundquist College of Business

University of Oregon Lundquist College of Business

LinkedIn

Finance and Economics

Ben Dunbar's Contact Information

Email

******@***.com

Phone

(**) *** ****

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