Adam Otterson Email & Phone Number

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

Greater Salt Lake City Area

Salt Lake City

Perform due diligence for potential investment opportunities for a student managed fund with $32 million in AUMEvaluate 2-3 startup companies/week based on various market and financial opportunity to decide on investmentManage portfolio, updating analysis’ to determine merit for further investment in additional funding rounds

Wichita, Kansas Metropolitan Area

Summer analyst for investments and acquisitions arm of Koch Industries ($20bn est. 2019 net profit), responsible for performing screening and analysis for acquisition, debt lending, investment, and commercial excellence opportunities

Orem, Utah

Demonstrated advanced time management skills by maintaining a full course load while achieving a high GPA, working early morning shifts which requires waking up at 4 a.m. or earlier every morning

Lehi, Utah

Work on a team directly with one of the fund partners on projects involving the soliciting of investment for startups and early growth-stage firms through the development and implementation of various marketing strategies Provide focused research for proposed potential startups and companies to invest in throughout the Americas, with a focus on expanding.

Provo, Utah

Reduced overdue AR by 40% (~$200/mo) through developing and implementing a streamlined collection processIncreased monthly retail revenue by 55% by redesigning in-gym store, optimizing for foot traffic and consumer spend Expanded apparel revenue stream by 200% (~$650/mo) through designing and launching a summer apparel line

Provo, Utah

Prepared students for upcoming tests by holding review sessions for up to 50 studentsAssisted the professor’s teaching of students by clarifying concepts taught in lecture and grading and providing feedback on written assignmentsInstructed students on the writing of college level papers by outlining correct research techniques and prompting appropriate.

Broomfield, Colorado

Increased efficiency and reduced overall team collection rates by restructuring the routes used by the department Ensured the remote-location customer orders were fulfilled by delegating collection tasks to team membersMentored new associates by teaching them efficient methods of collection while maintaining health and safety standards