Michael J. Dunn
Investment Banking Analyst
St Louis,MO
Summary
My curiosity and work ethic found a home in investment banking; my heart did not. That is not sustainable, no matter how exciting the field is.
I'm perpetually curious and love to learn. My past experience has provided me with a strong technical background and an unwavering belief that my team and I can figure out any problem if given the time to research and do the work on it.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
Work History
Investment Banking Analyst
Stifel Financial Corp
03.2021 - Current
- Conducted complex financial analyses to determine the optimal structure, timing, and amount of a debt issuance to ensure (1) issuers received adequate capital to accomplish their goals and (2) investors interest in purchasing the bonds remained high.
- Worked with local governments, developers, and agencies to monitor, refinance, and restructure their outstanding debt.
- Created clean and effective pitch books used in high level meetings as well as one page marketing pieces distributed nationwide.
- Built and then circulated a weekly market update to the entire national team that included both taxable and tax exempt interest rate analysis, market commentary, and national economic trends.
Client Development Intern
Buckingham Strategic Wealth
07.2020 - 08.2021
- Created a client consolidation process in Salesforce to clean up hundreds of accounts and allow for a more accurate tracking of what each Center of Influence contributes to the firm.
- Developed reports to identify data entry errors to empower managers to prevent future data entry issues in Salesforce.
Financial Advising Intern
Summit Wealth Strategies
09.2018 - 12.2019
- Assembled understandable reviews for clients in order to assist the advisor in giving a clear overview at their annual meetings.
- Completed weekly stock and mutual fund research to continually improve the model portfolios.
Education
Bachelor of Science - Finance
Saint Louis University Chaifetz School of Business
05.2017 - 05.2021
Skills
Listening
Social Awareness
Excel Modeling
Business Writing
Certification
Series 52: Registered Municipal Securities Representative
Timeline
Investment Banking Analyst
Stifel Financial Corp
03.2021 - Current
Client Development Intern
Buckingham Strategic Wealth
07.2020 - 08.2021
Financial Advising Intern
Summit Wealth Strategies
09.2018 - 12.2019
Bachelor of Science - Finance
Saint Louis University Chaifetz School of Business
05.2017 - 05.2021