CFA Level 3 CandidateDynamic and results oriented Finance professional with progressive work experience at private and public companies. Experienced professional in the area of liquid and illiquid asset valuation, Equity Offering, M&A, FP&A, Corporate Finance and strategy to launch new products. Currently overseeing Fixed Income and Treasury valuation risk. Experienced in managing all aspects of tech start-ups and consulting projects.Motivated to obtain Series 7, Series 63, and Series 79 or equivalent.
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Sr Associate, Valuations RiskCiti 2017 - PresentNew York, New York, UsFinancial Institutions Group (FIG)
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Corporate Finance, Valuations AnalystAmerican Express 2015 - 2017New York, Ny, UsFinancial ModelingStrategic Business ValuationsCredit Risk AnalysisMonitor Liquidity CovenantsStress TestsAsset Allocation and Portfolio Construction -
Financial AnalystHibernia 2014 - 2015HuFinancial ModelingCapital Structure Analysis for Debt RefinancingPrivate Company Valuation for the Mergers & Acquisition team (M&A)Valuation on cloud infrastructure contracts with Amazon, Google, Facebook, and MicrosoftBuy-side valuation for illiquid asset acquisitions - infrastructure projects for technology, media and telecom customers - TMTSell-side valuation research on company valuation and infrastructure projectsTechnology, Media and Telecom (TMT) -
Financial Analyst, Fp&AHertz Corporation 2012 - 2014Estero, Fl, UsFinancial modeling for US Rent-A-Car business (FP&A Team)Real Estate and illiquid asset valuationDue diligence on $1B stock repurchaseValuation analysis for new business expansionAutomated KPI reporting for the C-level teamProvided analysis for Earnings Reports (10-Q and 10-K) -
Finance TutorConcordia University - John Molson School Of Business 2010 - 2012Montreal, Quebec, Ca -
Finance InternJohn Molson Sustainable Business Group May 2010 - May 2011
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Marketing InternJohn Molson Sustainable Business Group Apr 2009 - Apr 2010
Gavin B. Education Details
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Cfa Institute -
Cfa Level 3 CandidateCfa Level 3 Candidate
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Concordia UniversityInternational Business
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Mcgill University
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New York University
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Global Association Of Risk Professionals (Garp)
Frequently Asked Questions about Gavin B.
What company does Gavin B. work for?
Gavin B. works for Citi
What is Gavin B.'s role at the current company?
Gavin B.'s current role is Sr Associate, Valuations Risk.
What schools did Gavin B. attend?
Gavin B. attended Cfa Institute, Cfa Level 3 Candidate, Concordia University, Mcgill University, New York University, Global Association Of Risk Professionals (Garp).
Who are Gavin B.'s colleagues?
Gavin B.'s colleagues are Quoc Dung Chau, Darshana Agarwal, Nazmul H. Marwan, Reeta Vishwakarma, Gagandeep Singh Bindra, Samrana Islam, Perry Palma Gil.
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