Daniel Louie Email and Phone Number
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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).
Willdan Financial Services
View- Website:
- willdan.com
- Employees:
- 29
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Senior Project ManagerWilldan Financial ServicesLos Angeles, Ca, Us -
Project ManagerWilldan Financial Services Feb 2015 - PresentTemecula, CaSpecial 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.
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Senior AnalystWilldan Financial Services Sep 2014 - Feb 2015Temecula, CaSpecial 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.
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Financial Analyst IiWilldan Financial Services Sep 2011 - Sep 2014Temecula, CaSpecial 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.
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Owner / Real Estate AppraiserAppraisal 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.
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Senior BuyerCarmax 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. -
Financial AnalystCircuit 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. -
Research AssistantJp 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
Daniel Louie Education Details
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Business Administration -
Economics - Mathematics
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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Daniel Louie
Los Angeles Metropolitan Area1 +131065XXXXX
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Daniel Louie
Data Analyst | Sql | Tableau | Python | Recent Ms Graduate At Stony Brook UniversityNew York City Metropolitan Area -
Daniel Louie
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Daniel Louie
Irvine, Ca4aol.com, angelfire.com, kia.com, kia.com4 +194953XXXXX
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