Cale Pleak Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Omaha, Nebraska

• Responsible for collecting and organizing IPO, M&A, and economic data for weekly blog posts
• Utilize industry research platforms including Bloomberg and Morningstar Pitchbook
• Assist the principals in performing research, due diligence, and materials development on prospective clients

Omaha, Nebraska

• Four-year program designed for developing critical and analytical thinking skills and encouraging economic research
• Engaging in group research as a part of a research silo on the subject of the regressive effects of regulation
• Participate in reading groups and lectures designed to pique economic conversation
• As an officer, use cohort input and personal initiative to organize events and develop the four-year program plan

Greater Omaha Area

Greater Chicago Area

• Work with the security alarm and insurance specialty lending groups to satisfy clients’ needs and grow lines of business
• Conduct industry research to identify eligible prospects that meet the bank’s lending criteria and provide reports oncomparable syndication deals in the respective sectors
• Prepare marketing materials for distribution to security alarm financial sponsors and prospective insurance companies

Greater Omaha Area

• Actively developing a white paper proposal regarding the effects of regulation on disaster recovery efforts
• Critically analyzing existing economic literature in the topic of disaster recovery, state licensure, and other regulations

Greater Omaha Area

• Responsible for producing third-party valuation reports for trust department compliance purposes
• Worked hands-on with financial and market models, including the discounted cash flow, guideline public company, guideline transactions, and net asset value approaches to determine fair market valuations of small.
• Developed calculation reports that clearly present the techniques and analysis leading to the value conclusion
• Performed due diligence in acquiring the necessary materials for valuation and in conducting industry research

Greater Omaha Area

• Responsible for creating the monthly financial packet distributed to executives and creditors
• Designed various models for reporting the balance sheet and income statement by month and department
• Developed a spreadsheet for manipulating payroll data into a journal entry file in Intuit Quickbooks
• Utilize sales and invoicing data to calculate commissions payable
• Prepare various reports for the executive team ranging from summaries of employee travel expenditures to analyses ofplant asset usage
• Create and process managerial staff expense reports using original receipts and invoices

Greater Omaha Area

• Responsible for greeting guests, handling cash, making sales on game tokens, and organizing reservations

Hastings, NE

Economics And Finance

Economics