Daniel López Borge, Cfa Email and Phone Number
Daniel López Borge, Cfa work email
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Daniel López Borge, Cfa personal email
As a Financial Analyst in the investment research division, developed DCF models and analysis of US Food and Retail stocks; as well as being responsible for a price-tracking database where we would monitor price gaps between the most important retailers and publish this data on a monthly basis. The role involved updating a lagging database and automate it to a point where it would take 1/10th of the time it took previously to update. Additionally, would participate in Quarterly Earnings calls and its further followup. As a Real Estate Project Manager focused on developing individual housing projects, where I would oversee planning, design, construction and sales. Main tasks were payroll, supplier relationship and handling a work-team of over 20 people from different countries.
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Financial Planning And Analysis ManagerFive Point Dental Specialists Feb 2024 - PresentFort Worth, Texas, Us -
Lead Financial AnalystChristus Health Nov 2022 - Feb 2024Irving, Tx, UsInternational Finance Team- Focus on M&A & Business Development -
Investment Banking AnalystGoldman Sachs Oct 2021 - Oct 2022New York, New York, Us -
Investment Research AnalystAcuity Knowledge Partners Mar 2020 - Sep 2020London, United Kingdom, GbEquity research account for a US based bank for the US Food and Retail sector.Main developments where:- Automation of a 400+ items price tracking database among 8 banners to focus on price gaps and possible profit margins. - DCF and multiple based valuation models for companies like Starbucks, Walmart, Kroger and Carnival, 10+ models from scratch.- Insights on 10+ key metrics of our pricing databases to be published on a monthly issue of the top 15 US Food and Retail companies.Received in-company training in the following areas:- Excel- Valuation using DCF models and Multiple-based model- Investment notes writing- Client relationship management -
Real Estate DeveloperDesarrollos Inmobiliarios López Borge Jan 2017 - Apr 2020CEO & Project ManagerManaged the design, development and execution of single-family residential housing.Main roles where:- Team management for 20+ people from different nationalities in construction, design and sales.- Suppliers relationship with material providers.- Overview of inventories and materials purchased and used.- Sales and delivery to final client.
Daniel López Borge, Cfa Education Details
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Cfa InstituteFinance -
Hult International Business SchoolFinance -
Cfa InstituteLevel 2 -
Universidad Latina De Costa RicaEconomics -
Cfa InstituteGeneral
Frequently Asked Questions about Daniel López Borge, Cfa
What company does Daniel López Borge, Cfa work for?
Daniel López Borge, Cfa works for Five Point Dental Specialists
What is Daniel López Borge, Cfa's role at the current company?
Daniel López Borge, Cfa's current role is FP&A Manager | CFA | MSc. in Finance | Bachelor’s in Economics.
What is Daniel López Borge, Cfa's email address?
Daniel López Borge, Cfa's email address is da****@****chs.com
What schools did Daniel López Borge, Cfa attend?
Daniel López Borge, Cfa attended Cfa Institute, Hult International Business School, Cfa Institute, Universidad Latina De Costa Rica, Cfa Institute.
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