Mitchell Beck Email & Phone Number

Los Angeles, California, United States

Greater Los Angeles Area

Greater Los Angeles Area

• Analyzed security trading, for 20% of department’s correspondent offices (up from 10% at hire), uncovered violations and exposed risk to the firm, enforced regulatory rules & firm policies, and advised and educated.
• Prepared, reviewed, approved; muni-bond underwritings, stock option exercises, special registrations, certificate deliveries, funds/security ownership changes, currency exchanges, & client distributions upwards of $15M
• Resolved correspondent office requests & issues by coordinating between 5-10 internal departments
• Created comprehensible new-hire training materials and co-trained 4 new-hires (beginning at 6 months of experience)

Westlake Village

• Assisted research managers in proprietary and syndicated research efforts, incorporating all research data and industry information into comprehensive assessments.
• Conducted data runs via cross tabulation software, tested statistical significance and used drill-down analysis on market research study findings to ensure authenticity & reliability of actionable client recommendations
• Created, updated, proofed; reports & presentations across wide variety of industries, including; Telecom, Finance, Hospitality, Auto etc.
• Monitored industry issues and developments as they related to client issues.
• Automated data validation utilizing advanced Excel functions, resulting in increased labor efficiency by 30%

• Co-Managed value portfolio and assisted in creation of growth portfolio
• Hand-picked investment companies for $2.4M undergraduate equity portfolio
• Employed range of approaches to selecting companies including; fundamental and sector analysis (ratio & economic outlook), stock screening, valuation (DCF & Comparables), as well as sensitivity analysis
• Outperformed S&P 500 by 132 basis points with less economic exposure and volatility
• Presented new portfolio strategy and raised $1M in new endowment funds from the CSUN Finance and Investment Subcommittee
• Researched variety of growth strategies with a focus on asset classes & ETFs

Greater Los Angeles Area

• Performed supervised situational analyses of multiple firms, including;financial, company/customer, micro/macro economic, and strategic marketing analysis
• Conducted various market research studies to provide real data to clients
• Tested research results for statistical significance
• Delivered actionable report and key-findings presentation to clients, including;Business Plan, Company Valuation, Integrated Marketing Communications Plan, Strategic Recommendations, Implementation Schedule, Break-Even.
• Industries worked in; aerospace, consumer retail goods (organics)

Greater Los Angeles Area

• Served as an independent financial adviser
• Generated leads; interviewed and analyzed prospects’ & clients’ current financial situations & goals; educated them on the findings; provided short & long term recommendations
• Grew client-base, by an average of 10 new clients, per month
• Helped clients eliminate unnecessary risk in their financial portfolios and assisted in their retirement/legacy planning, and insurance needs
• Networked with CPAs and Estate Planning Attorneys in development of needs specific plans

Perception and branding are everything. The Marketing Department’s purpose is to build and strengthen the BHA’s brand equity across all forms of advertising both online and in-print to reflect the prestige of being a member of this association. Our department’s goal is for the BHA to be recognized as the premier association in CSUN’s business school both.

Bachelor’S Degree

Associate'S Degree