Bryan Lopez Email & Phone Number

Dallas, Tx, Us

New York, New York, Us

New York, New York, Us

Boadilla Del Monte, Madrid, Es

New York, New York, Us

• Used data entry skills to debit and credit accounts in the range of $0 to $1,000,000• Managed more than 75 customer transactions and balance drawers at the end of each workday• Assisted the supervisor with audits and daily balancing of the vault which exceeded $500,000

Miami, Florida, Us

• Engaged in learning workshops covering advanced financial conceptions such as valuation methodologies, credit spreads, multiples, and portfolio management • Participated in “Market Talks” by researching recent market trends and economic data for various asset classes such as equities and fixed income• Teamed up with the Executive Board to assist other students with mock interviews and resume/cover letter critique

Shelton, Ct, Us

• Completed multiple readings and assignments covering topics such as accounting, business model analysis, valuation, M&A and compiling research reports• Participated in an online program covering the fundamentals of value investing, financial analysis, financial modeling, credit analysis and equity research• Analyzed 10-K's, 10-Q's and other SEC filings to fully understand a company historical financial performance• Created multiple DCF, LBO and transaction comparable models for my assigned companies

New York, New York, Us

• Received coaching and online instruction to achieve targeted interview, technical and professional developmental goals• Learned business fundamentals to compete successfully for internship opportunities• Completed industry-specific training and assessments that focused on developing technical skills, institutional knowledge and attention to detail

Miami, Fl, Us

• Conducted several top-down analyses by researching and monitoring market trend drivers and indicators using Bloomberg and Capital IQ all while referencing the Global Industry Classification Standard to derive a valuation of the technology sector.• Quantified company filings and used various valuation methodologies such as DCF and Industry Comps to discover undervalued companies

St. Petersburg, Florida, Us

• Analyzed different strategies on how to improve clients’ portfolios • Involved in initial due diligence for top trending stocks and fixed income securities• Created transaction comparable analysis models to valuate companies• Utilized Excel to present clean presentations for clients to understand structured notes

Maroochydore, Queensland, Au

• Handled and created schedules for six employees • Managed store in Bird Road which is one of three operating stores in the business • Calculated daily and weekly numbers for stores production • Designed a cash flow statement to keep track of company’s expenses

• Evaluated and updated 500 foreign client accounts when they became US citizens• Operated in compliance department and risk management