tim altman

tim altman

fixed income analyst

About

Passed Level III of the CFA Exam

Country

united states

City

san francisco

Industry

investment management

Skill

microsoft excel, leadership, public speaking, microsoft office, teamwork, time management, research, commercial real estate, financial modeling, fixed income

Experience

j.p. morgan

summer analyst

j.p. morgan

2016-6 - 2016-8 · 3 mos

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

chapman university

tutor

chapman university

2014-8 - 2015-5 · 10 mos

* 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

barrington capital corp

summer associate

barrington capital corp

2015-5 - 2015-9 · 5 mos

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

j.p. morgan

fixed income analyst

j.p. morgan

2017-7 - Present · 9 yrs 3 mos

J.P. Morgan Asset Management Global Fixed Income Currencies and Commodities Group (GFICC)

fmv opinions, inc.

alternative asset valuation intern

fmv opinions, inc.

2015-9 - 2016-5 · 9 mos

* 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

high school

chapman university

chapman university

business administration

2013-1 - 2017-1 · 4 yrs 1 mo

Activities and Societies: Chapman University Investment Group, Chapman University Real Estate Association, National Society of Collegiate Scholars

tim altman's Contact Information

Email

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

Phone

(**) *** ****

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