Daniel Trzepacz
Chepachet
Summary
Personable and analytical with solid foundation in financial modeling and market research. Possesses strong quantitative skills and understanding of financial statements and economic indicators. Committed to providing valuable insights and contributing to data-driven investment decisions. Self-motivated, hardworking, fast learner with interests in investment services, and financial markets.
Overview
4
4
years of professional experience
Work History
Equity Analyst, CFA Research Challenge
Rhode Island College
11.2023 - 02.2024
- Selected among four other students to represent Rhode Island College in a global equity research competition overseen by the CFA Institute
- Responsible for Executive Summary of sell-side equity report for Hexcel
- Took analysis from ESG factors, industry, business background, valuation, forecasted valuations, and business segment to conduct a buy/sell recommendation on individual security
- Financial Modeling in Excel-based analysis
Financial Analyst, SMIF Fund
Rhode Island College
08.2023 - 12.2023
- Selected among five other students to be portfolio managers and equity analysts for Rhode Island College’s Student Managed Index Fund
- Responsible for energy sector, Taiwanese investments, and a portion of the bond holdings within the portfolio
- Heavy fundamental analysis on respective industries for existing portfolio securities, as well as additional securities
Sales Representative
Cutco
05.2020 - 09.2020
- Responsible for cold-calling and scheduling online meetings
- Meetings consist of reviewing the entirety of Cutco’s products in order to generate sales
- Generated original client base as well as referrals from said client base
Education
Rhode Island College
Providence, RI05.2025
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Souhegan High School
Amherst, NH06.2020
Skills
- Securities Industries Essentials Exam (SIE) 1/09/25
- Microsoft Excel
- Bloomberg Terminal Certification
- Rhode Island College Finance Club
- Fundamental analysis
- Investment research
- Equity valuation
Timeline
Equity Analyst, CFA Research Challenge
Rhode Island College
11.2023 - 02.2024
Financial Analyst, SMIF Fund
Rhode Island College
08.2023 - 12.2023
Sales Representative
Cutco
05.2020 - 09.2020
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Souhegan High School
Rhode Island College
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