Don Le Email & Phone Number

Tampa, Fl, Us

Fort Myers, Florida, United States

- $1M+ AUM across 3 portfolios: Large Cap Core Equity, Small/Mid Cap Value Equity, and Investment Grade Corporate Bond Fixed Income. - Providing analysis on equities that met investment criteria based on screen process utilized on the Bloomberg Terminal.- Pitch stock recommendations to the Portfolio Manager and Investment Team. - Leveraged quantitative multi-factor stock screening models to generate investment ideas.- Backtested portfolios and factors to assess historical performance and risk characteristics.- Constructing and using DCF valuation models and 3-statement financial models for in-depth company analysis.- Performed portfolio attribution analysis to understand drivers of performance.- Performed both fundamental and technical analysis to make informed investment decisions.- Responsible for the Energy, Industrial, and Materials sectors.

New York, New York, United States

Investment banking analyst at a boutique investment bank focusing on equity and debt capital markets in Africa, LATAM, and SE Asia.

Fort Myers, Florida, United States

Fort Myers, Florida, United States

As an Installer Technician specializing in the Hurricane Shutter and Screens Industry, I play a crucial role in safeguarding homes and businesses against the destructive forces of hurricanes and severe weather. My responsibilities involve the precise installation of hurricane shutters and screens, ensuring that properties are fortified and prepared to withstand the elements. This role requires a blend of technical expertise, attention to detail, and commitment to ensuring the safety and security of our clients.Key Responsibilities:Installation Expertise:Execute the precise installation of hurricane shutters and screens on residential and commercial properties, following manufacturer guidelines and industry best practices.Utilize a variety of tools and equipment to measure, cut, and mount shutter systems accurately.Quality Assurance:Conduct thorough inspections of the installed hurricane protection systems to ensure they meet our rigorous quality standards and safety regulations.Address any issues or deficiencies promptly, providing solutions to ensure customer satisfaction.Client Interaction:Interact with clients in a professional and courteous manner, addressing their questions and concerns, and providing guidance on shutter and screen maintenance.Maintain open communication with clients to ensure a clear understanding of project timelines and expectations.Safety Compliance:Adhere to all safety protocols and guidelines to minimize risks during installation, including proper handling of materials and equipment.Maintain a clean and organized work environment to prevent accidents and ensure a safe workspace.Documentation:Maintain accurate records of completed installations, including photographs and comprehensive documentation, to support warranty claims and client records.

Bonita Springs, Florida, United States

Responsibilities:As a Beach Attendant, my role revolves around ensuring a seamless and enjoyable experience for beachgoers. My responsibilities encompass the following key areas:1. Beach Equipment Management:Expertly set up and dismantle beach equipment, including but not limited to chairs, tables, and umbrellas.Ensure all beach equipment is in excellent condition, clean, and properly arranged for member use.2. Exemplary Customer Service:Extend a warm and welcoming greeting to beach club members upon their arrival.Assist members in safely navigating down to the beach, providing any necessary support.Respond to member inquiries with professionalism and comprehensive knowledge of beach club amenities.Facilitate the seamless provision of beach equipment, ensuring members have access to the essentials for a comfortable day at the beach.Continuously monitor member satisfaction and take proactive steps to address any concerns or requests promptly.3. Beach Experience Enhancement:Strive to ensure that every member has an exceptional and memorable time at the beach club.Offer recommendations and assistance to enhance members' beach experience, promoting the utilization of available amenities and services.In this role, you play a pivotal part in maintaining the beach club's reputation for excellence by expertly managing equipment and providing top-notch customer service, ultimately contributing to the creation of unforgettable beach memories for our valued members.

Estero, Florida, United States

- Warmly greet customers and provide excellent customer service.- Take customer orders accurately and efficiently at the register. Process payments and make change.- Prepare food and beverage items neatly, accurately and in a timely manner according to recipes.- Maintain cleanliness of service areas, dining areas, restrooms and store interior throughout shift.- Stock ingredients, cups, lids, and other supplies to ensure adequate quantities.- Maintain proper food handling, safety and sanitation standards in compliance with regulations. - Rotate products to maintain freshness and food safety. Monitor and record temperatures of equipment as needed.- Learn the menu thoroughly including ingredients and preparation methods.- Operate blenders, juicers, grills, ovens and other food service equipment safely and properly.- Adhere to all cash handling procedures and policies. Assist with inventory counts.- Participate in opening and closing duties such as cleaning, set-up, break-down and security procedures.- Attend training sessions and staff meetings.- Other duties as assigned to maintain an efficient, sanitary and smooth store operation.

Bachelor Of Science - Bs, Finance

Activities and Societies: President and Marketing Director of the Student Trading Optimization Club (STOC) Member of the FGCU Ice Skating.

Education record

Activities and Societies: STEM Club