David Sax Email & Phone Number

Portland, OR, US

Portland, Oregon, United States

Portland, Oregon, United States

Portland, Oregon, United States

Same responsibilities as what I had at Columbia Financial Advisors, which joined Weaver in February 2023.

Portland, Oregon, United States

- In conjunction with a senior appraiser, estimate fair market value of common stock held by private companies and ESOPs by utilizing Discounted Cash Flow, Capitalization of Single-Period Free Cash Flow, Guideline Public Company, M&A, and Net Asset Value methods- In ESOP transactions, consult trustee in the negotiation of the purchasing price of the.

Hillsboro, Oregon, United States

- Consolidate bottoms-up forecasts of $300M+ annual opex budget dedicated to all non-manufacturing Intel workplaces in the U.S.- Prepare variance analysis from monthly actuals and compare with forecasts to report quarter-to-date spending picture to operations partners, to identify areas of potential improvement in forecasts, and to mitigate system errors..

Eugene, Oregon, United States

- Generate pro forma financial statements to value companies using Discounted Cash Flow analysis and Relative Valuation - Analyze industries and firm-specific organizational structure to gauge risk of investment- Persuaded M.I.G. to create long position in biopharmaceutical company AbbVie as portion of $50,000 investment portfolio of high ESG/CSR scoring.

Eugene, OR, United States

- Led a team of three for investment analysis for Square using Discounted Cash Flow analysis and Relative Valuation- Presented research results on investment thesis to a group of thirty, resulting in group consensus to buy Square shares- Developed an educational system within investment analyst group to mentor first and second-year undergraduate students.

Eugene, OR

- Collaborated with numerous hierarchies of administrative authority in the College of Business, from club leaders to Associate Dean, to communicate concerns from clubs and organizational shifts within the College of Business- Managed yearly capital allocation with a budget of $10,000 to clubs to organize events with specific goal of fostering diversity.

Sacramento, California

- Utilized knowledge of G.A.A.P. to record lamb purchases, harvests, payables, and weekly reconciliations for the largest lamb product distribution and processing company in the U.S.- Independently constructed Excel model using VLookups to match receipt documents with farming companies to be reimbursed, saving 200+ hours of work per year- Analyzed.

Eugene, Oregon

- Collected approximately $78,000 in annual membership dues and fines at a 95% collection rate by developing monthly payment plan model for low-income members of the chapter- Saved $10,000+ in nine months to overtake lease of a fraternity house by conservatively allocating capital to chapter department leaders each academic term- Led presentations for.

Bachelor Of Science - Bs, Business Administration And Management, Concentrating In Finance, 3.77

Activities and Societies: Business Honors Program, Tamid at Oregon, The Dean’s Council for Inter-Club Coordination (DCICC), Alpha Sigma.

Master Of Science - Ms, Finance, 4.01

Activities and Societies: Beta Gamma Sigma Honor Society, Masters Investment Group, Lundquist College of Business Graduate Ambassador.