Donovan Rodriguez, Cfa Email and Phone Number

• Execute financial reporting valuations for business combinations, as well as for tax purposes, goodwill impairment testing, etc.• Advanced excel modeling of various valuation methodologies and approaches including Black-Scholes option pricing model (BSOPM) as well as OPM back-solves, income and market approaches, PPA intangible asset valuations using multi-period excess earnings method (MPEEM), relief from royalty, etc. and the modified capital asset pricing model (MCAPM).• Specific experience in fair value measurements (ASC 820), stock based compensation (ASC 718), purchase price allocations (ASC 805), and impairment testing (ASC 350 & 360) for the oil and gas, energy, manufacturing, construction, consumer products, retail, technology, and restaurant industries, etc.• Conduct reviews of fair value measurements, stock compensation, and impairment testing in support of the RSM audit practice for purposes of ASC 805, ASC 820, ASC 718, and ASC 350, etc.• Effectively communicate results of analysis and reviews with Partners, Auditors, and Clients both orally and through the use of written deliverables.• Perform quality control reviews of peers' reports and analyses.

• Complete weekly DCF analyses on core portfolio companies and provide updates to the investment committee• Create deep dive research reports for use by the CIO• Execute on ad hoc projects pertaining to fixed income securities, ESG and the overall economic landscape

Spent the summer developing a better understanding of bond cusips and researching the companies/organizations behind the offerings. Looked through project details, websites, and other outlets to determine the social impact of the bonds.