Ivan Santillan Email & Phone Number

New York, United States

Lubbock, Texas, United States

- Liaised with 15 students to present, debate, and discuss current and future holdings of a $2.8 million dollar portfolio- Analyzed industrials sub-sector; assessed benefits and drawbacks through class discussions and received go-ahead from instructor to initiate coverage on Southwest Airlines - Assembled weekly diligence reports of Southwest, assessing qualitative features (including Analyst reports and Porter's 5 Forces) and quantitative features (including DCF, Ratio, and Capital Structure analysis) - Drafted and presented a 70+ page slide deck to 15 students on Southwest Airlines, resulting in inclusion of Southwest Airlines into investment fund Texas Tech University

Lubbock, Texas, United States

Executed fundraising initiatives by cold calling various business establishments (including student housing complexes and restaurants) to meet a $1000 fundraising goalPartnered with the Finance chair to plan, organize, and raise funds to meet TMA's budgeting and end-of-year trip requirements Collaborated in bi-weekly officer events, updating officers and members on event timelines. Concurrently, persuaded members to volunteer in fundraising events

Lubbock, Texas, United States

- Managed daily correspondence, telephone follow-up(s), and email inquiries with prospective students, parents, and transfer students to evaluate enrollment into Texas Tech University - Rendered 60+ daily calls alongside 15+ student counselors, imparting information on the University's academic, financial, and extracurricular programs to prospective students - Mentored new hire(s) for one week, rendering guidance on approaching distinct call campaigns and inputting student information into Salesforce database

Masters, Finance, General

Bachelor Of Business Administration - Bba, Finance, General

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