David Lott, Cfa work email
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David Lott, Cfa personal email
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I am a management consultant currently residing in San Francisco, California. My work primarily involves transaction strategy and advisory, with a specific focus on buy-side and sell-side M&A, standalone cost analysis, earnings forecasting, operating model design, and synergy realization. As a high-quality leader, I have years of team leadership experience in both professional and non-professional settings. Prior to attending business school, I spent eight years in financial services, where I worked as an Associate Portfolio Manager for high net worth and ultra-high net worth clients. I recently graduated from the Ross School of Business at the University of Michigan and hold a CFA charter.Core Competencies: Financial Analysis | Budgeting and Forecasting | Financial Reporting | Risk Management | Post-Acquisition Integration | Strategic Planning | Team Building & Leadership | Project & Program Oversight | Process Optimization | Mergers & Acquisitions (M&A) | Financial Systems & Technology | Strategic Financial Planning | Ethical Conduct | Financial Management | Team Training & Development | Due Diligence & Business Valuations | Executive Communications | Cost Reduction & Containment | Financial Projections & Forecasting | Operational StreamliningContact E-mail: davidmatthewlott@gmail.com
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DirectorEy-Parthenon Aug 2022 - Nov 2023Boston, Ma, UsLead engagement teams to provide tailored solutions and support to multinational, Fortune 500 companies seeking to accomplish strategic goals via transactions. Recent experiences include analyses of standalone enterprise & transactional costs for a divestment, and in-depth research of organization strategy trends and insights at the competitor and sector level. -
ConsultantEy-Parthenon Oct 2020 - Aug 2022Boston, Ma, Us
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Mba CandidateUniversity Of Michigan - Stephen M. Ross School Of Business Aug 2018 - May 2020Ann Arbor, Mi, UsVice President, MBA Council - Responsible for managing 75+ student-run organizations for Ross School of Business. Created strategy to increase student engagement via student-run organizations and collaborated with club presidents to implement strategyVice President of Finance, Michigan Business Students Association - Responsible for managing P&L for largest student-run organization in the graduate programCo-Chair 44th Alfred L. Edwards Conference, Black Business Students Association - Planning lead for Black Business Students Association’s annual Alfred L. Edwards Conference, one of Ross School’s premier and longest running annual conferences -
Summer Associate - Transaction Advisory ServicesEy May 2019 - Aug 2019London, Gb -
Mba ConsultantCivdrone Mar 2019 - May 2019San Francisco, California, UsOne of six students selected to work with an innovative construction tech startup based in Israel for our Ross Multidisciplinary Action Project (MAP). Our task is to develop a U.S. market entry strategy for Civdrone, a UAV-mounted drone used for autonomous land surveying at construction sites. For more information visit: https://www.civdrone.com/ -
Associate Portfolio ManagerCity National Rochdale Mar 2016 - Jun 2018New York, Ny, UsDirected and managed a team of three in overseeing 700 client investment accounts with a total value of $1.7 billion in assets under management. -
Portfolio AnalystCity National Rochdale Jan 2014 - Feb 2016New York, Ny, UsCore member of an experienced four person team responsible for managing $1.6B in private client assets under management and 600 client relationships -- a 41% growth in assets and a 70% growth in new client relationships in 2015.As one of two team members supporting two portfolio managers, daily responsibilities are primarily: - Implementing new client portfolios and opportunistically performing tactical trades across a broad range of asset classes. - Investment Policy Statement review- Communication with Financial Advisors and their clients regarding CNR's economic outlook and investment products- Preparation of Quarterly Review Meeting materials Other accomplishments:- Designed and implemented a scalable and comprehensive team work flow framework, improving the team's account monitoring capabilities and time management.- Member of 3 person team leading the redesign and consolidation of CNR's Investment Policy Statements
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Portfolio Analyst - Sales & MarketingCity National Rochdale May 2012 - Jan 2014New York, Ny, UsPerformed customized portfolio analyses and developed client memoranda of our investment products as part of a 5 person sales team
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Analyst- Prime Brokerage OperationsBarclays Capital Jul 2008 - Jun 2010New York, Ny, UsAnalyst on Equity and Fixed Income Prime Brokerage Middle Office desks. Provide support for Prime Brokerage clients by overseeing trade completion, providing timely and accurate reporting, and monitoring risk exposure for the client and the firm. -
Capital Markets Summer InternLehman Brothers May 2007 - Aug 2007UsSummer Analyst for Equity Financing desk in Prime Services division. Generated revenue for Lehman Brothers operations by borrowing and lending equity positions of Prime Brokerage clients with 3rd party Institutions. -
Case AssistantWilson Sonsini Goodrich And Rosati May 2005 - Aug 2005Palo Alto, Ca, UsAssisted in the processing of case documents and oversaw the completion of case files
David Lott, Cfa Skills
David Lott, Cfa Education Details
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University Of Michigan - Stephen M. Ross School Of BusinessMaster Of Business Administration - Mba -
Emory UniversityFinancial Economics
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Cfa InstituteInvestments And Securities
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Investment Banking InstituteFinancial Modeling & Valuation
Frequently Asked Questions about David Lott, Cfa
What is David Lott, Cfa's role at the current company?
David Lott, Cfa's current role is Mergers & Acquisitions | Corporate Strategy & Operations.
What is David Lott, Cfa's email address?
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What is David Lott, Cfa's direct phone number?
David Lott, Cfa's direct phone number is +121270*****
What schools did David Lott, Cfa attend?
David Lott, Cfa attended University Of Michigan - Stephen M. Ross School Of Business, Emory University, Cfa Institute, Investment Banking Institute.
What skills is David Lott, Cfa known for?
David Lott, Cfa has skills like Financial Modeling, Equities, Valuation, Bloomberg, Capital Markets, Economics, Financial Analysis, Fixed Income, Securities, Data Analysis, Prime Brokerage, Middle Office.
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