Brett Darragh, Cfa Email & Phone Number

Newport Beach, Ca, Us

Newport Beach, California, United States

- Perform detailed bottom-up fundamental analysis on companies.- Engagement with management teams, sell-side analysts and participation in expert calls to aid in qualitative analysis.- Support the management of existing portfolios including recommending position sizes, monitoring risk exposures, and presenting performance to clients.- Employ Python and SQL for idea generation and monitoring portfolio positions.- Fully integrated Python into my process to perform detailed… Show more - Perform detailed bottom-up fundamental analysis on companies.- Engagement with management teams, sell-side analysts and participation in expert calls to aid in qualitative analysis.- Support the management of existing portfolios including recommending position sizes, monitoring risk exposures, and presenting performance to clients.- Employ Python and SQL for idea generation and monitoring portfolio positions.- Fully integrated Python into my process to perform detailed analysis on industry specific data. Show less

Newport Beach, Ca

Minneapolis, Minnesota, United States

- Sell-side equity research coverage of domestic small and smid-cap energy sector companies.- Streamlined financial models to incorporate more automation and improve data integrity.- Redesigned bottom-up oil production model for use in our DCF valuation model.- Daily responsibilities: maintain detailed company financial models, written investment recommendations, screen for potential new companies to cover, prepare industry reports, research macroeconomic developments related to… Show more - Sell-side equity research coverage of domestic small and smid-cap energy sector companies.- Streamlined financial models to incorporate more automation and improve data integrity.- Redesigned bottom-up oil production model for use in our DCF valuation model.- Daily responsibilities: maintain detailed company financial models, written investment recommendations, screen for potential new companies to cover, prepare industry reports, research macroeconomic developments related to energy sector, and read through energy sector news. Show less

Los Angeles, California

- Designed and implemented an updated financial model to forecast AUM and calculate investment related revenues.- Played key role along with implementation consultants in implementing new business intelligence software.- Monitored equity and fixed income market news to aid in communication of financial results.- Worked closely with executive management to answer financial due diligence questions from investment bankers involved with partial sale of TCW.

Palo Alto, Ca

- Built a financial model to assist with negotiation of the optimal terms for subcontracted materials.- Collaborated with Director of Launch Base Operations to forecast monthly labor and material costs.- Designed an expense model for Launch Base Operations to accurately forecast annual budgets and bid on new projects based on an in-depth statistical analysis of historical financial data.

Masters Of Computer Science, Data Science

Courses: Applied Machine Learning, Data Visualization, Theory and Practice of Data Cleaning, Methods of Applied Statistics

Bachelor'S Degree, Business Administration Finance (Economics Minor)

Activities and Societies: Phi Kappa Psi, Cal Poly Football Treasurer of Phi Kappa Psi