Alexander Dowgiert, Cfa Email & Phone Number

Denver, Colorado, United States

Greater Denver Area

• Member of small team responsible for managing fixed income, equity, and foundation portfolios for family office
• Responsibilities include coverage of consumer and financial sectors in addition to evaluating private investments for private equity/alternative investment portfolio
• Prepare and pitch buy/sell recommendations

Greater Denver Area

Greater Denver Area

• Our group specializes in customized financing for the North American oil and gas industry with targeted solutions for domestic exploration and production, oil field services, gas processing and distribution, and.
• Prepare financial models, underwriting memorandums, and recommendations for senior deal team members
• Review and assist in negotiating loan agreements and legal documents related to closing transactions

Greater Denver Area

• Develop processing, data, and reporting efficiencies with VBA, Crystal Reports, Confluence, and other software
• Perform monthly, quarterly, and ad hoc performance evaluations for clients
• Assist in converting and launching new mutual funds
• Communicate with clients and other departments, to ensure compliance and accuracy of price and performance measures
• Bloomberg Certified, Completed all Essential Market Sector Training Exams

Greater Denver Area

• Responsible for accurate day-to-day accounting and pricing for clients’ mutual funds
• Develop monthly reports for clients, detailing activity of each account and performance of mutual fund
• Communicate with clients, custodians, and other affiliates, to ensure compliance with accounting standards and accuracy

Longmont, CO

• Responsible for opening and maintaining DDA, Savings, IRA, CD accounts
• Selected upon hiring to be a member of opening a new branch in Longmont, CO
• Assist Commercial Banker prepare loan documents for committee review
• Budget sponsorship of community events for 2013

Boulder, CO

• Manage accounts, responsible for forecasting sales, profitability projections, and cash flow analysis

Fort Coliins, CO

• Chosen as a member of 22 person student-run capital management group with over $200,000 AUM
• Basic Materials and Industrials Sector Specialist
• Developed valuations through market multiples and DCF methods for company pitches
• Evaluated Fund risk and exposure to FX, international, and commodity volatility
• Professionally critiqued on stock pitch skills and valuation practices by Dr. John Elder, CFA, FRM and Dr. Vickie Bejtelsmit

Fort Collins, CO

• Invited and hosted 22 finance professionals who spoke at our weekly meetings
• Trained over 20 other students on Bloomberg Terminals throughout the year
• Administration raised club revenue and membership year over year

-Successfully obtained funds for student programming through grant writing-Role model for over 70 first year students-Held and prepared monthly floor meetings and developed two community building programs each month

Cfa Charterholder

Education record

-LBO, M&A, DCF, and comparable analysis financial modeling course

Bachelor Of Science (B.S.), Finance

-Cumulative GPA: 3.5 -Concentration: Finance -Areas of study: Corporate Finance and Investment Analysis