Daniel B.
Associate @ J.P. Morgan Private Bank
United States
New York City Metropolitan Area
Financial Services
Teamwork, Spanish, Leadership, Social Media, Data Entry, Reasoning Skills, Financial Accounting, Analytical Skills, Research, Communication, Financial Modeling, Python (Programming Language), Critical Thinking, Active Learning
Experience
Associate
J.P. Morgan Private Bank
New York City Metropolitan Area
Analyst
J.P. Morgan Private Bank
New York City Metropolitan Area
Investment Specialist
J.P. Morgan Asset Management
New York City Metropolitan Area
Summer Analyst
Hunter Creek Advisors LLC
New York City Metropolitan Area
• Hunter Creek is the single-family office for the founder of a leading alternative investment firm with $125B of AUM • Assisted in review of investment across private equity, real estate, and public equity • Completed valuation analysis of public and private companies through DCF and comparable company analysis • Reviewed asset allocation plan
Student Intern
Leahey and Johnson
Greater New York City Area
• Found records needed for a case by sorting through hard copies and online databases to find information relevant to the cases • Operated copy and fax machines, and administered the mail room to ensure the firm functioned efficiently
Education
Colgate University
International Relations
Harvard Business School Online
Business Analytics, Economics, Financial Accounting
Middlebury Language Schools
Spanish Language and Literature
• Committed to the language pledge to only speak Spanish for seven weeks • Cooperated in over four hours of classes a day that consisted of strengthening grammar, cultural exposure, and achieving speaking proficiency
La Salle Academy
Daniel B.'s Contact Information
Phone
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