
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.
united states
newport beach
investment management
microsoft office, microsoft excel, time management, teamwork, microsoft word, powerpoint, sales, customer relationship management, microsoft powerpoint, attraction strategies, leadership, social media, facebook
Experience

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

associate, institutional business development
pimco

co-founder
future charterholders of cal poly
* 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

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

account associate, private client group
pimco

analyst, instutional business development
pimco
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

student managed portfolio
equity research analyst cal poly university san luis obispo ca
* 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

executive assistant
blakeslee & blakeslee
* 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
Activities and Societies: Wrestling Team, Cross Country Team, Track Team, Debate Team
california polytechnic state university - san luis obispo
business
Concentrating in Finance Activities and Societies: Phi Kappa Psi Fraternity
jordan goldie's Contact Information
Phone
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