
tim altman
fixed income analyst
About
Passed Level III of the CFA Exam
united states
san francisco
investment management
microsoft excel, leadership, public speaking, microsoft office, teamwork, time management, research, commercial real estate, financial modeling, fixed income
Experience

summer analyst
j.p. morgan
Summer Analyst at J.P. Morgan Private Bank who provide financial services and solutions for some of the world's wealthiest individuals and families.

tutor
chapman university
* Met 1-on-1 with students to help strengthen their knowledge and communication of core business classes. A student is required to receive an A in the course in order to be a tutor for the subject. * Financial Management * Intermediate Macroeconomic Theory * Financial Accounting * Business Calculus * Statistics

summer associate
barrington capital corp
Associate at Barrington Capital who specialize in arranging financing for commercial real estate investments. With a firm understanding of market conditions and client needs, Barrington Capital is able to secure debt from various lenders on all property types. Assisted with underwriting potential borrowers and due diligence process Helped develop relationships with lenders at commercial banks, credit unions, and life insurance companies nationwide Involved in acquiring new clients through cold calling and sourcing debt to satisfy their financial needs, whether it be for acquisition or refinancing

fixed income analyst
j.p. morgan
J.P. Morgan Asset Management Global Fixed Income Currencies and Commodities Group (GFICC)

alternative asset valuation intern
fmv opinions, inc.
* Part of FMV Opinions, Inc. who perform business valuations and offer financial opinion services. * Worked in the Real Estate and Alternative Asset Division carrying out valuations of fractional interests in entities such as partnerships, LLC's, corporations, and estates * Created financial statements from tax returns to determine the fair market value of the interest, often times for estate tax or gift tax purposes * Read through and summarized operating agreements to help assign appropriate discounts for lack of marketability and lack of control * Researched historical data on stocks, private equity funds, and mutual funds to use for comparison * Gained knowledge in real estate appraising including residential, multi-family, commercial, and industrial properties
Education
high school
chapman university
business administration
Activities and Societies: Chapman University Investment Group, Chapman University Real Estate Association, National Society of Collegiate Scholars
tim altman's Contact Information
Phone
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