Jacob Clinkenbeard
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Jacob Clinkenbeard Email & Phone Number

Investment Analyst at Communities Foundation of Texas
Location: United States, United States, United States 8 work roles 1 school
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Role
Investment Analyst
Location
United States, United States, United States
Company size

Who is Jacob Clinkenbeard? Overview

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Quick answer

Jacob Clinkenbeard is listed as Investment Analyst at Communities Foundation of Texas, a company with 33 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Jacob Clinkenbeard.

Jacob Clinkenbeard previously worked as Research Analyst at Argent Capital Management Llc and Student Partner at Storage Squad. Jacob Clinkenbeard holds Bachelor Of Business Administration - Bba, Business Fellows, Finance, Economics, 3.94 from Baylor University - Hankamer School Of Business.

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Communities Foundation of Texas

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Profile bio

About Jacob Clinkenbeard

Jacob Clinkenbeard is a Investment Analyst at Communities Foundation of Texas. Colleagues describe them as "Jacob is a high performer with strong analytical skills that works well in diverse teams. As a Student Partner at Baylor, he led sales and marketing initiatives as well as played a pivotal role of our operations throughout the peak season. Jacob managed schedules for 20+ contractors and 1000+ customers for complex services that were critical to our operations. Jacob's role was instrumental in helping us deliver the highest sales for Baylor throughout our 7 years of business. I would recommend him for any business role and look forward to working with him again in the future!"

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Communities Foundation of Texas
Communities Foundation Of Texas
Investment Analyst
United States
Employees
33
AeroLeads page
8 roles

Jacob Clinkenbeard work experience

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Student Partner

Waco, Texas, United States

Acquired by 1-800-Pack-RatPreviously was Campus Crates

Jan 2022 - May 2024

Search Fund Analyst

  • Conducted 10+ comprehensive financial analyses of Confidential Information Memorandums (CIMs) to evaluate potential investments based on criticality, company momentum, and revenue models
  • Assisted in the preparation of CIM for a $10mm deal, including extensive financial modeling, review of financial statements, and evaluation of potential risks and opportunities for the target company
Sep 2023 - Dec 2023

Internal Audit Financial Advisory Businesses Process

Dallas, Texas, United States

Jun 2023 - Aug 2023

Equity Research Analyst - Consumer Discretionary Sector

Phillip M. Dorr Endowment Fund ($14Mm+) - Baylor University

Waco, Texas, United States

  • Selected as an analyst for a student-run $14mm portfolio and collaborated with co-analyst handling $2mm
  • Created financial report that included DCF model, multiple comparisons, DuPont analysis, competitive and industry analysis resulting in recommending to buy lululemon (increased over 30% since recommendation)
  • Demonstrated proficiency in creating marketing materials utilizing PowerPoint and Excel to showcase buy, hold, and sell recommendations for new and existing holdings
Aug 2022 - Dec 2022

Healthcare Commercial Banking

Oklahoma City, Oklahoma, United States

  • Conducted 10+ financial analyses, spreading financial statements to evaluate borrowers’ performance, creditworthiness, and adherence to loan covenants amidst the impact of COVID-19 stimulus
  • Utilized company information and additional public data to identify potential borrowers with revenues over $25mm and presented a creative deck to upper management
Jun 2022 - Aug 2022

Warehouse Management Systems Coordinator

Edmond, Oklahoma, United States

May 2021 - Aug 2021
Team & coworkers

Colleagues at Communities Foundation of Texas

Other employees you can reach at argentcapital.com. View company contacts for 33 employees →

1 education record

Jacob Clinkenbeard education

FAQ

Frequently asked questions about Jacob Clinkenbeard

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What company does Jacob Clinkenbeard work for?

Jacob Clinkenbeard works for Communities Foundation of Texas.

What is Jacob Clinkenbeard's role at Communities Foundation of Texas?

Jacob Clinkenbeard is listed as Investment Analyst at Communities Foundation of Texas.

Where is Jacob Clinkenbeard based?

Jacob Clinkenbeard is based in United States, United States, United States while working with Communities Foundation of Texas.

What companies has Jacob Clinkenbeard worked for?

Jacob Clinkenbeard has worked for Communities Foundation Of Texas, Argent Capital Management Llc, Storage Squad, Stewardship Partners, Llc, and Protiviti.

Who are Jacob Clinkenbeard's colleagues at Communities Foundation of Texas?

Jacob Clinkenbeard's colleagues at Communities Foundation of Texas include Juan Molino, Bill Weeks, Ph.D., Cfa, Ward Brown, Laurie Hayek, and Elizabeth Gawalek.

How can I contact Jacob Clinkenbeard?

You can use AeroLeads to view verified contact signals for Jacob Clinkenbeard at Communities Foundation of Texas, including work email, phone, and LinkedIn data when available.

What schools did Jacob Clinkenbeard attend?

Jacob Clinkenbeard holds Bachelor Of Business Administration - Bba, Business Fellows, Finance, Economics, 3.94 from Baylor University - Hankamer School Of Business.

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