Daniel Doxey Email & Phone Number

Salt Lake City, Ut, Us

Salt Lake City Metropolitan Area

Our Mission is to help great people who are doing great things to get the great results they desire! We would love to connect with you and see if we would be a good fit to help leaders achieve their potential and their business to exceed its goals.

Dallas-Fort Worth Metroplex

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Dallas/Fort Worth Area

*Provided valuation and consulting services for public and private clients with focus on business enterprise valuations -Valued companies in Healthcare, Manufacturing, Pharmaceutical, Consumer Products, Telecommunications, Software and other industries -Performed research, valuation procedures, financial analyses, and narrative reports for client deliverables -Engaged in projects related to pre- and post-deal M&A activity, financial reporting, and tax strategy -Worked directly with CEOs, CFOs, VPs, and other key members of client management teams*Developed comprehensive financial models to calculate company enterprise values from $6.7 million to $46.8 billion*Produced intangible valuations of trade names, technologies, customer relationships, intellectual property and others*Managed projects and associates to meet client budget / timing demands with positive margins on all engagements

Greater Salt Lake City Area

* Performed due diligence on investments from early-stage to growth funding* Developed dynamic spreadsheets used by the firm for multi-million dollar investment opportunities

Provo, Utah Area

* Contributed to research & management decisions of $1.1 million fund by covering the technology sector* Forecasted earnings & valuations within two standard deviations of top research analyst professionals

Greater Salt Lake City Area

* Analyzed top 10 spending categories and produced an initiative to cut spending in the third largest category by 28% * Performed in-depth analysis on over 40 accounting procedures & improved 11 for increased efficiency

Provo, Utah Area

* Researched, modeled and presented valuations & watchlist recommendations for four companies and five industries using MS Excel, Powerpoint and Bloomberg Terminals* Top 10% of class in a project researching, valuing and writing a company report, with valuation & watchlist recommendations, in under 4 hours* Built various intrinsic value, relative value and acquisition/breakup models

Provo, Utah Area

* Create summaries of specific market data, individual portfolios, asset categories and securities for team managers* Improve client relations with ultra-high net worth individuals through effective and frequent communication

Orem, Utah

* Increased annual savings of unemployment insurance by approximately 20% in eight months* Restructured the data input system using Microsoft Excel to improve efficiency by 40%* Produced weekly reports with strategic recommendations for executive team* Assisted on payroll, healthcare, client relations, and accounting teams

Provo, Utah Area

* Teach church volunteers communication skills, the spanish language, goal-setting and planning principles and teaching skills.* Demonstrate leadership, planning, and organizational skills.* Assist in coordination between volunteers and employees.Key skills acquired: Time management in teaching and planning, effectively communicating with variouspersonalities, mastery of the Spanish language, mobilization of teams, coordination between internal teams.

Greater Salt Lake City Area

* Organized and built a specialized team based on personal strengths and weaknesses.* Personally communicated with clients, both orally and through writing.* Managed implementations according to client objectives, within given guidelines and timeframes.* Focused planning on highest priorities and consistently sought more efficient methods to improveproductivity simultaneously with multiple projects.* Personally responsible to team and clients throughout all phases of planning and implementation.Key skills acquired: Team management, allocation of time according to priority, customer relationshipmanagement, oral and written communication skills, and potential problem identification and resolution.

Bachelor Of Finance, Real Estate & Asset Management, 3.81 / 4.00

Activities and Societies: Finance Society, Markets Club, Corporate Finance Club, Investment Banking Club, Marriott School Student Council.

High School, 3D Animation/Design & Music

Activities and Societies: Sterling Scholar: Trade & Technology, Madrigal President, Concert Choir, A Capella Choir, State Multimedia Art.