Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Benjamin Noonan

San Rafael,CA

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Analyst

Toby's Trucking LLC.
06.2021 - 08.2022
  • Produced a valuation of the company for acquisition of new stock by investors by building a DCF model
    Completed ROI and break even analysis in support of new business ventures as well as existing brokered product and delivery routes
    Provided litigation support for defense in a class action lawsuit in the form of financial modeling, which included extracting and consolidating a large volume of data
  • Aided in completion of weekly payroll, and ensured employees' hours and pay were compliant with the Department of Industrial Relations regulations

Investment Analyst Intern

Kiskeam Trust
06.2020 - 08.2020
  • Analyzed current holdings of a 3.5 million dollar portfolio and conducted market research to identify areas of weakness and potential risk
  • Collaborated with trustee and beneficiary to formulate a new investment strategy that balanced trustee's conservative approach with the beneficiary's goal of increased growth
  • Researched new securities to potentially add to portfolio, and presented research to trustee with the goal to achieve a more aggressive investment strategy

Intern

Saul Zaentz Film Company
06.2019 - 07.2019
  • Evaluated company productions to ensure the contents complied with trademark policies
  • Tested new products prior to public release and reported on performance issues to developers
  • Collected and combined royalty statements into a spreadsheet for management to review

Investment Analyst Intern

Schmitz Capital Partners
05.2018 - 06.2018
  • Researched a variety of mutual funds and ETFs, and reported to VP about research to potentially add new investments to client portfolios
  • Evaluated clients' budget, needs, and risk tolerance and made recommendations to portfolio manager about how clients' portfolio should be structured
  • Inputted information and maintained client accounts and portfolios using internal client tracking software

Education

Bachelor of Science - Finance

Santa Clara University
Santa Clara, CA
06.2023

Skills

  • MS Office Suite
  • Google Workspace
  • Financial and Operational Reporting
  • Financial Modeling
  • Data Collection
  • Financial Data Analyzation

Certification

  • Bloomberg Market Concepts
  • Wall Street Prep Discounted Cash Flow Modeling

Languages

French
Limited Working

Timeline

Financial Analyst

Toby's Trucking LLC.
06.2021 - 08.2022

Investment Analyst Intern

Kiskeam Trust
06.2020 - 08.2020

Intern

Saul Zaentz Film Company
06.2019 - 07.2019

Investment Analyst Intern

Schmitz Capital Partners
05.2018 - 06.2018

Bachelor of Science - Finance

Santa Clara University

Similar Profiles

CREATE PROFILE
Benjamin Noonan