Adam Yribarren Email & Phone Number

San Diego, California, Us

•Developed 29 and 17-page equity research reports for Freeport-McMoRan and Intel Corporation from scratch, complete with operating model, DCF, and comparable companies analyses to determine intrinsic value•Conducted in-depth written analyses of company operations, industry positioning, and competitive landscape to support a more complex investment thesis•Refined Excel skills, using various shortcuts, data tables, chart formats, and advanced Excel functions •Analyzed potential advantages and pitfalls of various valuation methodologies

Us

•Underwrote two loans valued between $2-3 million, demonstrating competency in loan structuring, credit analysis, and comprehensive risk assessment•Meticulously analyzed borrower financial statements and collateral quality to provide valuable insights for frequent annual credit reviews •Researched loan delinquencies and macroeconomic trends to proactively identify potential headwinds for borrowers•Worked cross-functionally with other members of underwriting team, namely relationship management and RCO

Nashville, Tennessee, Us

•Comprehensively overhauled the core chapter structure, operations, and financial organization, enhancing its functionality and subsequently earning 2022 Chapter of the Year for the achievements of the revamped chapter based on 6 distinct criteria •Managed a $210,000 budget for a 110-member fraternity while coordinating 10+ major events per year•Supported Executive Council through weekly financial presentations and document management

•Effectively led a 60-person crew at the final stage of the production process, leveraging a keen understanding of operational decision-making and financial results to strategically align operations with firm-wide objectives•Restructured inventory management and processing procedures, enhancing efficiency and reducing waste by 10% •Collaborated with team members and field supervisors to ensure highest standard of product quality