Dakota Meekins

Detail-oriented finance graduate with expertise in financial analysis, portfolio management, and investment strategies. Strong background in financial modeling and data analysis, with experience servicing customers and identifying financial risks. Proficient in Excel, CRM tools, and financial forecasting. Familiar with BSA, AML, and regulatory compliance. Passionate about leveraging analytical skills to optimize risk management and credit quality.

• FIN-335, An introduction to the finance function of business enterprises and to the analytical techniques used in making investment and financing decisions.
• FIN-436, Financial analysis and decision making in the modern business organization. Theoretical foundations of financial decision-making are emphasized, including both working capital and fixed capital requirements.
• FIN-336, Assessed with an emphasis on the evaluation and financing of capital expenditures. Created and utilized financial models to accurately model and display the evaluation.
• FIN-441, Introduced statistical and machine learning methods developed in recent literature. Discussed their applications in financial markets as well as industries such as banking and insurance.
• FIN–330, Learned fundamentals of portfolios and investments. Simulated a virtual portfolio of $100,000 to display and show performance of growing an individual's portfolio over a term of 3 months and finished top 3 overall in the class in portfolio amount.
• FIN-430, An analytical approach to the valuation of stocks, bonds and options and the placement of those securities in Markowitz-efficient portfolios. Technical and fundamental analysis, market efficiency and valuation methods are examined. Both application and theory are emphasized. Simulated a portfolio with a starting value of $5 million and grew it to $6.6 million over a semester.
• MGT-455, A senior capstone course integrating the functional business areas of the firm. We emphasized strategic planning for competitive advantage, industry and competitor analysis, strategy formulation, globalization, implementation of strategies, and effective communication with various internal and external stakeholders of the firm.