Daniel Louie Email & Phone Number

Los Angeles, Ca, Us

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.

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.

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.

• 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.

• 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.

• 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.

• 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.

Mba, Business Administration

Ba, Economics - Mathematics