jordan goldie

jordan goldie

account associate, private client group

About

Business Development Associate with experience working in the investment management industry. Deep knowledge of the financial markets with skills in the Microsoft excel, project management and fixed income analysis. Received a Bachelors of Science in Agricultural Business with a emphasis in Finance from California Polytechnic State University-San Luis Obispo.

Country

united states

City

newport beach

Industry

investment management

Skill

microsoft office, microsoft excel, time management, teamwork, microsoft word, powerpoint, sales, customer relationship management, microsoft powerpoint, attraction strategies, leadership, social media, facebook

Experience

cfa society

winner of the regional cfa institute research challenge hosted by cfa society of los angeles 2016

cfa society

2015-10 - 2016-4 · 7 mos

Develop a sell-side initiating coverage report on Activision Blizzard using three methodologies: unlevered DCF, dividend discount model and comparable companies, and subsequently assess variance with Monte Carlo simulations -Evaluate the recently closed $5.9 billion merger with King Digital Entertainment by creating consolidated financial statements to assess merger impacts and synergies between mobile gaming development studios -Refine 2016 financial estimates and long-term projections driven by key growth metrics (e.g. average monthly active users, global internet connectivity, consumer leisure spending and digital distribution)

pimco

associate, institutional business development

pimco

2018-1 - 2019-2 · 1 yr 2 mos
future charterholders of cal poly

co-founder

future charterholders of cal poly

2016-3 - 2016-6 · 4 mos

* Establish a community for current and prospective CFA Candidates to prepare for the level I and II CFA exams * Organize student, faculty and industry professional lectures to improve Cal Poly’s historical Level I exam 66% pass-rate * Oversee the development of the executive board, club members and the professional club network of CFA Charterholders

sports authority

sales associate

sports authority

2013-8 - 2014-3 · 8 mos

I would interact with customers providing excellent customer service, as well as provide support for my coworkers to allow business to run smoothly.

pimco

account associate, private client group

pimco

2019-2 - Present · 7 yrs 8 mos
pimco

analyst, instutional business development

pimco

2016-8 - 2017-12 · 1 yr 5 mos

Founded in Newport Beach, California in 1971, PIMCO's view of the world has always been different from that of mainstream Wall Street. Over the years, millions of investors have counted on our perspective to help them pursue their goals – from private individuals to the largest public corporations. We use our position as a leading global asset manager to help every client pursue the financial future they envision, even as the investment climate evolves.Follow us for insights on economies, markets and investing.Terms and conditions: www.pimco.com/socialmedia

equity research analyst cal poly university san luis obispo ca

student managed portfolio

equity research analyst cal poly university san luis obispo ca

2015-9 - 2016-5 · 9 mos

* Actively managed portfolio of Cal Poly Endowment Funds worth approximately $500,000 * Conducted rigorous market research and performed a comprehensive stock valuation using a * discounted cash flow analysis, dividend discount model, and equity multiples. * Traded dividend paying securities and covered options to enhance fund's value

blakeslee & blakeslee

executive assistant

blakeslee & blakeslee

2014-4 - 2016-5 · 2 yrs 2 mos

* Prepare all financial documents that are needed for client meetings * Crafting professional business correspondence * Assist clients in properly understanding their various account types, fiscal protocol and financial * statements * Able to effectively relay sensitive information between David Cryden and his clients

Education

martin luther king high school

martin luther king high school

2008-1 - 2012-1 · 4 yrs 1 mo

Activities and Societies: Wrestling Team, Cross Country Team, Track Team, Debate Team

california polytechnic state university - san luis obispo

california polytechnic state university - san luis obispo

business

2012-1 - 2016-1 · 4 yrs 1 mo

Concentrating in Finance Activities and Societies: Phi Kappa Psi Fraternity

jordan goldie's Contact Information

Email

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

Phone

(**) *** ****

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