Andy M.

Andy M. Email and Phone Number

One step at a time @ PlanPILOT
chicago, illinois, united states
Andy M.'s Location
Chicago, Illinois, United States, United States
Andy M.'s Contact Details

Andy M. work email

Andy M. personal email

n/a
About Andy M.

Andy M. is a One step at a time at PlanPILOT. He possess expertise in presentation skills, financial advisory, social media, corporate finance, capital iq and 29 more skills.

Andy M.'s Current Company Details
PlanPILOT

Planpilot

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One step at a time
chicago, illinois, united states
Website:
planpilot.com
Employees:
9
Andy M. Work Experience Details
  • Planpilot
    Investment Analyst
    Planpilot Feb 2024 - Present
    Chicago, Il
    View
  • Planpilot
    Investment Analyst Intern
    Planpilot Jan 2023 - Dec 2023
    Chicago, Il
    Asset allocation, portfolio management, strategy analysis
    View
  • Cicc
    Investment Banking Intern
    Cicc Mar 2021 - Dec 2021
    Beijing, China
    Select M&A experience:¥1.4TN Merger of SinoChem and ChemChina¥23BN Merger of China Gezgouba Group Corporation and China Energy Engineering Corporation£300MN Daimler’s divestiture of passenger vehicle plant to Great Wall Motors$90MN China Tobacco Hong Kong’s acquisition of Alliance One International’s supplier businessSelect Financing Experience:¥3BN IM Motor’s follow-on offering¥300MN HAOMO.AI’s follow-on offering
    View
  • Huatai Securities Co.,Ltd.
    Investment Banking Intern
    Huatai Securities Co.,Ltd. Mar 2020 - Aug 2020
    Shanghai, China
    ¥2.5BN Initial Public Offering of a wastewater treatment company specialized in green community construction, equipment manufacturing and B2B tech servicesResearched the green equipment manufacturing & services industry, composed business and financial comparable analysisComposed report on China's green tech industry in 1H2020 with focus on waste-water treatment and civilian solar-powered-community solutionsDCF- and comp-based valuation
    View
  • Aegon Asset Management
    Equity Research Intern
    Aegon Asset Management Dec 2019 - Mar 2020
    Shanghai, China
    Consumer equity research at AEGON's Chinese fund management joint venture, Aegon Industrial Fund Management Co.Performed stock pitch in the consumer and consumer tech spaceResearched supply chain, market positioning, competitive edge and technology in the home appliance and phone component sectors Note taking for three IPO and Private Placement roadshows in the advanced equipments, smart appliance, industrial automation sectorsTwo stock pitches received PM approval, developed enhanced IM with supervision- selections were later added to portfolio
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  • Huaan Securities Co. Ltd.
    Investment Banking Intern
    Huaan Securities Co. Ltd. Mar 2019 - Sep 2019
    Shanghai, China
    IPO of an industrial automation company on the STAR market of SHExResearched industry growth trends, in-depth comp analysis of market leadersComposed operational overview and risks of the issuer in the Prospectus with supervisionAutomated the indexation and archiving of issuer contracts, financials, and equipments, accelerated process by 14 days, first draft received pass from the compliance group

Andy M. Skills

Presentation Skills Financial Advisory Social Media Corporate Finance Capital Iq Financial And Operational Modeling Valuation Numerical Analysis Microsoft Powerpoint Event Planning Matlab Financial Modeling Data Analysis Dealogic Fillings Algorithmic Trading Data Manipulation Microsoft Office Microsoft Excel Visual Basic For Applications C++ Commercial Real Estate Analysis Valuation Modeling Sql Python Teamwork Management Econometric Modeling Optimization Due Diligence Research Mergermarket Mergers And Acquisitions Statistics

Andy M. Education Details

Frequently Asked Questions about Andy M.

What company does Andy M. work for?

Andy M. works for Planpilot

What is Andy M.'s role at the current company?

Andy M.'s current role is One step at a time.

What is Andy M.'s email address?

Andy M.'s email address is to****@****icc.com

What schools did Andy M. attend?

Andy M. attended Columbia University In The City Of New York, Washington University In St. Louis - Olin Business School, University Of California, Los Angeles, Thomas Jefferson High School For Science And Technology.

What skills is Andy M. known for?

Andy M. has skills like Presentation Skills, Financial Advisory, Social Media, Corporate Finance, Capital Iq, Financial And Operational Modeling, Valuation, Numerical Analysis, Microsoft Powerpoint, Event Planning, Matlab, Financial Modeling.

Who are Andy M.'s colleagues?

Andy M.'s colleagues are Mark Olsen, Tom Loftus, Bill Karsten, Maggie Coll, Mengting K., Scott Hemerda, Jessica H..

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