David W. Passey, Cfa Email and Phone Number
David W. Passey, Cfa personal email
- Valid
David W. Passey, Cfa is a Principal, Analyst at Clifford Capital Partners, LLC at Clifford Capital Partners, LLC. He possess expertise in valuation, asset management, excel, equities, equity research. He is proficient in Portuguese.
Clifford Capital Partners, Llc
View- Website:
- cliffordcap.com
- Employees:
- 7
-
Principal, AnalystClifford Capital Partners, Llc Feb 2015 - PresentGreater Chicago Area -
Investment AnalystClifford Capital Partners, Llc Jun 2011 - Feb 2015 -
Associate AnalystClifford Capital Partners, Llc Jun 2010 - Dec 2010Conducted company-specific due-diligence research under direction of asset manager. Supported firm start-up operations. Scrutinized accounts for accurate investment allocation. Performed quarterly evaluations of equity holdings and updated financial valuation models. Provided ad hoc IT and office services.▪ Evaluated and modeled equities, allowing portfolio manager to make prudent investment decisions▪ Over 150 hours of critical manager time saved during start-up phase by anticipating business needs and taking initiative to generate corporate image, permitting manager to focus on account administration▪ Saved $1,500 per quarter while remaining inline with strict compliance requirements by making IT recommendations and providing solutions ▪ Acknowledged for ability to grasp new material quickly and problem-solve independently -
Undergraduate Teaching FellowUtah State University Aug 2009 - May 2010Expounded class concepts to students. Independently conducted study sessions to reinforce basic financial principles. Assisted professor in the creation and grading of exams and assignments.▪ Uncovered 30 minutes of additional instruction time per week by creating Excel models for students and running professor notes during class▪ Praised for taking initiative to conduct study sessions and for always providing unbiased feedback▪ Recruited for position by former Managing Director of Citigroup Global Markets, Inc. -
International Project AnalystItau-Unibanco Feb 2009 - Aug 2009Analyzed, modeled and forecasted departmental revenue and cost data. Designed sales materials to conform with department changes and goals. Taught business English to ESL co-workers.▪ Implemented solutions influenced 2 clients’ decisions to initiate business with Itaú, worth $50MM AUM ▪ English class students showed 45% improvement in proper English usage based on standardized exams▪ Excelled in foreign environment while assuming roles of native speakers and multi-year professionals -
Daytrader In SecuritiesSelf-Employed May 2000 - Dec 2003▪ Exploited short-term arbitrage situations in U.S. equity markets▪ Discovered passion for financial markets
-
Pre-Press TechnicianPassey Media Design Aug 1998 - Jun 2000▪ Utilized Adobe PageMaker, InDesign, Illustrator, Photoshop, and QuarkXPress in PC and Mac formats to prepare projects for offset printing▪ Created graphics and type-set documents for new and existing clientele▪ Operated pre-press machinery, including computers, printers, RIP and Lino output machines, developers and burners▪ Provided ad-hoc services including digital document creation and editing, post-press handling and packaging, and material delivery
David W. Passey, Cfa Skills
David W. Passey, Cfa Education Details
-
Finance And Economics (Dual Major)
Frequently Asked Questions about David W. Passey, Cfa
What company does David W. Passey, Cfa work for?
David W. Passey, Cfa works for Clifford Capital Partners, Llc
What is David W. Passey, Cfa's role at the current company?
David W. Passey, Cfa's current role is Principal, Analyst at Clifford Capital Partners, LLC.
What is David W. Passey, Cfa's email address?
David W. Passey, Cfa's email address is d.****@****ail.com
What schools did David W. Passey, Cfa attend?
David W. Passey, Cfa attended Utah State University - Jon M. Huntsman School Of Business.
What skills is David W. Passey, Cfa known for?
David W. Passey, Cfa has skills like Valuation, Asset Management, Excel, Equities, Equity Research.
Who are David W. Passey, Cfa's colleagues?
David W. Passey, Cfa's colleagues are Harvey Olsingch, Chloe Noga, Matthew Davis, Ryan Batchelor, Cfa, Wayne Pierson, Heather Bryce.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial