Daniel Kirkpatrick Email & Phone Number

Greater Salt Lake City Area

• Developed Cambia’s internal systems that track, analyze and evaluated $40 million investment portfolio
• As company’s first employee grew firm by providing economic analysis on different markets and product offerings
• Managed customer experience in the underwriting process by interacting with potential and existing clients
• Underwrote and ran profitability analysis on potential investments, made recommendations to investment committee
• Built dynamic models to assess risk of projects by allowing “what if” analysis to account for multiple risk factors
• Assisted with projects from funding through closing by coordinating with legal counsel and escrow agents

Provo, Utah

• MBA in Finance, April 2016
• Elected as VP of Finance by MBA student body
• Winner 2015 ACG Cup (Investment Banking/Private Equity case competition for valuation)
• Graduate Finance Association (GFA), Technical Society (MBATS), Strategy and Consulting Club (MBASCC)
• Teaching Assistant for MBA 609 -Money, Financial Markets and Forecasting
• Winner 2015 BYU MBA Trivia Tournament

San Antonio, Texas Area

• Investor Relations Intern
• Extensively developed competitor analysis for use by executive team in earnings call prep and strategy development
• Utilized statistical models to analyze effectiveness of competitor guidance and benchmarks predict earnings results
• Compiled analysis of industry-wide acquisitions, asset dropdowns and transaction valuations for logistic MLPs
• Energetically supported record high 2Q 2015 earnings release by delivering on demand research to VP of IR
• Represented fellow interns in questions for a “meet the executives” event and won the intern corporate trivia contest

Albuquerque, New Mexico Area

• Sandia is a government owned, contractor operated laboratory for the US Department of Energy. Sandia’s main responsibility is the development, maintenance and stewardship of the US nuclear weapon stockpile
• Analytically projected product budgets of $10 million annually, guided technical teams to beat variance expectations
• Strategically formed framework between agencies that tracked delivery of over $30 Million of hardware annually
• Implemented a new Earned Value Management System across 8 technical teams, 4 months ahead of schedule
• Applied competencies to create auto-refreshing reports that were adopted by technical teams throughout the program
• In a corporate Habitat for Humanity initiative, chosen from 800 employees to lead division with the highest turnout

Highland, Utah

• Audited and researched transactions for companies so they could file refunds with the Utah State Tax Commission for refunds of overpaid sales, use and fuel taxes
• Assigned to companies with over $500 million in revenues helping clients recover over $1 million in overpaid taxes
• Trained three other college-aged students to perform transaction audits using the same software and tools that I used
• Leveraged network to facilitate purchase of custom-made software that automated the retrieval of state-required documents, saving 200 hours annually