Ben Dunbar
Analyst @ Summit Trail Advisors
United States
San Francisco
Financial Services
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

Senior Analyst
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.

Financial Analyst
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
Information Technology Help Desk Support
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

Mathematics Tutor
Seattle, Washington, United States

Lacrosse Coach
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.
Ben Dunbar's Contact Information
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