Daniel Louie

Daniel Louie Email and Phone Number

Senior Project Manager @ Willdan Financial Services
Los Angeles, CA, US
Daniel Louie's Location
Los Angeles Metropolitan Area, United States
Daniel Louie's Contact Details

Daniel Louie work email

Daniel Louie personal email

Daniel Louie phone numbers

About Daniel Louie

Project Manager with Willdan Financial Services. Expertise in Special Tax Consulting for local governments. MBA in Management and Strategy. Registered Municipal Advisor Representative (Series 50 and 54).

Daniel Louie's Current Company Details
Willdan Financial Services

Willdan Financial Services

View
Senior Project Manager
Los Angeles, CA, US
Website:
willdan.com
Employees:
29
Daniel Louie Work Experience Details
  • Willdan Financial Services
    Senior Project Manager
    Willdan Financial Services
    Los Angeles, Ca, Us
  • Willdan Financial Services
    Project Manager
    Willdan Financial Services Feb 2015 - Present
    Temecula, Ca
    Special Tax Consultant to cities and local agencies throughout California. Analyze and form new districts. Compile financial data for municipal bond issuances. Manage the administration of Community Facilities Districts, Local Improvement Districts, and Landscaping and Lighting Districts for local governments and agencies. Perform quality control on deliverables to clients and regulatory agencies.
  • Willdan Financial Services
    Senior Analyst
    Willdan Financial Services Sep 2014 - Feb 2015
    Temecula, Ca
    Special Tax Consultant for local governments. Administer Community Facilities Districts, Local Improvement Districts, and Landscaping and Lighting Districts. Analyze and form new districts. Compile financial data for municipal bond issuances. Provide GIS spatial data analysis to clients.
  • Willdan Financial Services
    Financial Analyst Ii
    Willdan Financial Services Sep 2011 - Sep 2014
    Temecula, Ca
    Special Tax Consultant for local governments. Administer Community Facilities Districts, Local Improvement Districts, and Landscaping and Lighting Districts. Analyze and form new districts. Compile financial data for municipal bond issuances. Provide GIS spatial data analysis to clients.
  • Appraisal Services - Socal
    Owner / Real Estate Appraiser
    Appraisal Services - Socal Oct 2005 - Feb 2010
    • Started appraisal business from ground up including applying for state and local licenses, generating sales, marketing services, and providing client support.• Grew revenue to $100,000 in first full year.• Appraised over 500 residential properties in California. Analysis included developing market valuations using comparable sales, reconstruction costs, and income measures.• Generated high quality appraisal reports. Less than two percent of reports required revisions from lenders.
  • Carmax
    Senior Buyer
    Carmax Dec 1997 - Oct 2005
    • Grand opened four superstores in California. Laid groundwork for CarMax's successful western expansion.• Executed inventory management plan to achieve a perfect inventory mix score for store grand opening.• Managed margins, pricing, inventory mix, and display merchandising for stores with 250 - 400 units in inventory.• Managed, trained, and developed buyers and buyer trainees.• Facilitated regional training classes focused on purchasing, customer service, and retail management topics.• Improved company inventory performance by creating reports that became weekly company-wide distributions.• Ranked consistently near the top of the Purchasing Department Ranking Report measuring buyer performance.
  • Circuit City
    Financial Analyst
    Circuit City 1995 - 1997
    • Monitored competitive and financial positions of competing U.S. consumer electronics retailers.• Developed competitive analysis chapter of the company's three-year plan.• Provided investor relations and senior management support with ad-hoc financial analysis projects and investor event coordination.
  • Jp Morgan
    Research Assistant
    Jp Morgan 1993 - 1995
    • Researched performance of equities based on financial data screening.• Developed asset allocation recommendations based on data mining of historical market trends.• Gathered economic data for research projects. • Analyzed daily economic data releases and researched the root causes for variances between expectations and actual numbers. Reported findings in daily meetings with research team.

Daniel Louie Skills

Analysis Management Financial Analysis Strategy Training Sales Strategic Planning Team Management Team Building Marketing Performance Management Inventory Management Employee Training Retail Customer Service Client Services Financial Services Analytical Skills Project Management Training And Development Process Improvement Multitasker Fortune 500 Company Experience Gis Spatial Analysis

Daniel Louie Education Details

Frequently Asked Questions about Daniel Louie

What company does Daniel Louie work for?

Daniel Louie works for Willdan Financial Services

What is Daniel Louie's role at the current company?

Daniel Louie's current role is Senior Project Manager.

What is Daniel Louie's email address?

Daniel Louie's email address is dl****@****dan.com

What is Daniel Louie's direct phone number?

Daniel Louie's direct phone number is +195183*****

What schools did Daniel Louie attend?

Daniel Louie attended Western Governors University, Columbia University In The City Of New York.

What are some of Daniel Louie's interests?

Daniel Louie has interest in Investment Analysis, Automotive Industry, Strategic Planning.

What skills is Daniel Louie known for?

Daniel Louie has skills like Analysis, Management, Financial Analysis, Strategy, Training, Sales, Strategic Planning, Team Management, Team Building, Marketing, Performance Management, Inventory Management.

Who are Daniel Louie's colleagues?

Daniel Louie's colleagues are Muntaseer Khan, Bernie Reyes, Gabriel Ball, Mark Charlet, Richard B., Fiona Davies, Jacobo Vasquez.

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