Aaron Vaccaro - Master`s In Finance

Transcription

Aaron Vaccaro - Master`s In Finance
Aaron Vaccaro
avaccaro15@rds.cmc.edu • (530) 313-8442
EDUCATION
Claremont McKenna College, Claremont, CA
Master’s Program in Finance
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GMAT: 740 (Q: 47 | V: 45), BAT: 680 (99th Percentile)
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Coursework: Mergers & Acquisitions, Corporate Financial Management, Investments, Financial Reporting
Whitworth University, Spokane, WA
Bachelor of Arts in Mathematical Economics, Minor in Computer Science, cum laude
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GPA: 3.6/4.0
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Honors: Dean’s List, NCAA Scholar All American (Swimming), Physics Scholarship, Federal Reserve University Symposium
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Coursework: Financial Markets & Institutions, Mathematical Statistics, Econometrics, Software Engineering
May 2015
May 2014
EXPERIENCE
WestRiver Management, Kirkland, WA
June 2014 – August 2014
Investment Analyst Intern
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Worked on a variety of private debt and equity deals in technology and life science industries, including writing company summaries,
researching precedent transactions, assisting with due diligence, and modeling investment returns
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Built a complete dashboard for mezzanine portfolio showing all deal terms, company information, financial models, and portfolio returns
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Modeled cash flow projections and performance for mezzanine fund based on interest income, loan fees, and warrant values
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Created a comprehensive database of comparable transactions and public companies that will be used for modeling portfolio company exits
Goldman Sachs, Seattle, WA
June 2013 – August 2013
Summer Analyst – Investment Management Division
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Analyzed a private equity portfolio and back-tested against alternate strategies to compare performance; advisor presented analysis to client
and used the materials for discussion on private vs. public equity
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Researched and presented on food and beverage industries in the Pacific Northwest, isolating companies that could sell for over $100
million and have concentrated ownership, potentially creating liquidity and new client opportunities
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Helped build a model to project performance of call and put writing strategies using Greek measures and Bloomberg data
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Created portfolio review presentations for over 30 client meetings and assisted management with ad hoc tasks
Capstone Financial Group, Folsom, CA
June 2012 – August 2012
Summer Intern – Wealth Management
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Prepared financial advisors for client meetings by organizing client files, compiling account summaries, ordering sales material, briefing
advisors on recent account activity and corresponding with clients
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Processed new business, working with clients, advisors, and underwriters at corporate office to complete time-sensitive cases
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Designed new logo and marketing materials, including a detailed products and services brochure that is used by advisors company-wide
LEADERSHIP
Whitworth Student Investment Group, Spokane, WA
President & Co-Founder
April 2012 – May 2014
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Managed $100K equity portfolio, overseeing 60 members in making investment decisions supported by public comparables and DCF
valuation and advising group on macro investment strategy
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Increased group membership by over 300% in second year by recruiting in departments outside of the business school
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Worked with the University President to raise $250K from donor to build dedicated investment and trading center
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Designed and wrote six-week finance curriculum and taught analyst training program for over 80 new members
Campus Celebrations LLC, Spokane, WA
July 2012 – June 2014
Founder
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Founded the company to serve a niche market by delivering birthday cakes and care packages to university students
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Expanded to two universities and hired three employees to assist with web design, marketing, logistics, and production
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Ran day to day operations such as baking, purchasing, and customer service, as well as marketing strategy and new product development
SKILLS & INTERESTS
Skills: Capital IQ, Stata, C++, SQL, HTML, CSS, JavaScript, VBA, PowerPoint, Excel, Access
Activities: 4-time NCAA All American in Swimming, Physics Tutor, Campus Tour Guide, Intern for America’s Foundation for Chess
Interests: Collecting pineapple art, investing, youth entrepreneurship, genealogy