William Frye
Mansfield,TX
Summary
Seeking a challenging position in the intersection of oil and gas and finance. Leveraging academic background in finance to contribute innovative solutions and strategic insights towards the optimization of financial operations and sustainable growth within the energy sector.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
Lemnis Capital
01.2024 - Current
- Research, analyze, and evaluate holdings/investment vehicles/potential investment opportunities for client appropriateness.
- Proactively listen and understand a clients’ needs/problems in order to build a custom solution to meet those needs.
- Ability to communicate technical financial content to clients in a timely and thoughtful way.
Golf Sales Associate
Dick's Sporting Goods, Inc
04.2022 - 02.2023
- Successfully sold over $50,000 in golf club sales by providing personalized product recommendations and fitting services to customers.
- Improved customer satisfaction by addressing inquiries, resolving concerns, and maintaining a positive attitude during interactions.
- Demonstrated strong time management skills by successfully balancing academic responsibilities with part-time employment as a sales associate throughout college tenure.
Education
Bachelor of Business Administration - Finance
University of Oklahoma
Norman, OK12.2023
Skills
Proficient in mergers and acquisitions strategies and techniques, including DCF valuations, LBO models, exit strategies, and implementation planning
Skilled in financial modeling and analysis, adept at constructing complex financial models to assess investment opportunities, forecast future performance, and support strategic decision-making
Certification
- Series 63
- Series 7
- Securities Industries Essentials (SIE)
Skills Acquired
- Proficient in mergers and acquisitions strategies and techniques, including DCF valuations, LBO models, exit strategies, and implementation planning.
- Skilled in financial modeling and analysis, adept at constructing complex financial models to assess investment opportunities, forecast future performance, and support strategic decision-making.
Coursework
- Mergers and Acquisitions
- Financial Modeling and Analysis
- Advanced Corporate Finance
Extracurricular Activities
University of Oklahoma Hockey Team - Assistant Captain and Student Player Board member
Teuful Hunden Foundation - Volunteer for a charity organization dedicated to the financial assistance of local Marines and their families.
Timeline
Financial Advisor
Lemnis Capital
01.2024 - Current
Golf Sales Associate
Dick's Sporting Goods, Inc
04.2022 - 02.2023
Bachelor of Business Administration - Finance
University of Oklahoma
Similar Profiles
James MayoralJames Mayoral
Financial Professional at Lemnis CapitalFinancial Professional at Lemnis Capital
Azhar ShaikhAzhar Shaikh
Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)Credit Manager at Tata Capital Limited (Tata Motors Finance Limited Merged with Tata Capital Limited)
Cassia McTamaneyCassia McTamaney
Intern at Ripple Capital, New York, NY Ripple Capital, InvesIntern at Ripple Capital, New York, NY Ripple Capital, Inves
Brenda MataBrenda Mata
Front Desk Associate at Zen Interventional Wellness Center Pain SpecialistFront Desk Associate at Zen Interventional Wellness Center Pain Specialist
Kahalia SmithKahalia Smith
Intern Case Management at Under 1 RoofIntern Case Management at Under 1 Roof