Anna Walsh Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

- Responsible for a group of 10-15 students in the development of the three main financial valuations: Precedent Transactions, Discounted Cash Flows, and Comparable Companies Analysis while utilizing Bloomberg and Capital IQ- Understood the concerns of members through active communication and individual meetings to develop initiatives that increased member satisfaction and involvement

St Louis, Missouri, United States

- Explored investing and financial interests within a corporate setting through preparing books, shadowing portfolio managers, and networking with individuals in the Trust Company- Rotated through the departments within Trust, consisting of Investments, Institutional, Fixed Income, Private Banking, and Financial Advisory Services- Researched, wrote, and prepared reports detailing findings of individual stock valuations as needed

United States

- Created a Google Calendar for the Tech Group, consisting of 20 members, to organize the group meetings- Assisted the group head with conducting research using Capital IQ and completing pitch decks as needed

University Of South Carolina

- Worked with a small group of 5 other students to prepare a 500-word case as well as a slide deck for Deloitte aiming to tie together business practices with ESG concepts- Presented our idea at Deloitte University for the National Competition

St Louis, Missouri, United States

- Analyzed and spread financial statements according to the needs of the credit officers- Prepared a capstone presentation for the bank regarding their post graduate trainee program through conductinginternal research- Reviewed financial statements from clients to then input the data into a software program (CreditLens)- Networked with around 50 individuals to learn more about their various roles within the bank

Bachelor'S Degree, Accounting And Finance, Junior

Activities and Societies: Kappa Kappa Gamma, Women in Business Council, Dance Marathon Morale Committee & Member Engagement Committee.

Education record

High School Diploma, Business Administration And Management, General

Activities and Societies: Yearbook Editor, DECA, Marketing Research, Small Business Enterprise, Green Club, Dance Marathon, Lacrosse, Tennis