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Jacob Torgerson is listed as Valuation Analyst at Katzen Marshall, a with 9 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jacob Torgerson.
Jacob Torgerson previously worked as Senior Equity Research Analyst at Unt Student Investment Group and Equity Research Analyst at Unt Student Investment Group. Jacob Torgerson holds Bachelor Of Business Administration - Bba, Finance, General, 3.82 Of 4.00 from University Of North Texas G. Brint Ryan College Of Business.
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Valuation Analyst at Katzen Marshall (Since 2022)BBA in Finance from the UNT Ryan college of business (Class of 2022)Former Senior Equity Research Analyst with the UNT Student Investment Group (2020-2022)
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Dallas, Texas, United States
Perform business valuations for purposes including estate planning, M&A consulting, ESOP, and more.Completed valuation assignments for entities ranging from small family partnerships to multi-billion dollar revenue enterprises.
Denton, Texas, United States
• Mentor group of analysts through an equity research project
Denton, Texas, United States
• Analyze financial performance of public firms in order to perform equity valuation using several valuation methods (intrinsic and relative)• Utilize Bloomberg Terminal software to research financial and economic data• Monitor and evaluate the competitive environments for a variety of industries• Analyze company and industry news, quarterly and annual reports, and their respective SEC filings (10-K, 10-Q)• Forecast future free cash flows to construct a DCF model in order to value the firm’s equity• Create and present attractive and informative PowerPoint presentations to a group of fellow analysts, portfolio managers and faculty• Generate recommendations that contribute to the allocations of the fund’s >$1M in AUM
Denton, Texas, United States
• Bloomberg Market Concepts certification
Dallas, Texas, United States
• Collaborate with lenders and mortgage companies to review mortgage documents• Communicate with lenders and auditors within and outside the company to ensure compliance • Calculate and prepare escrow and P&I amortization information from source documents • Awarded ‘Rising Star’ in 2020 for high achievement
Activities and Societies: Student Investment Group (Senior Analyst)
Activities and Societies: National Honors Society // All-Region TMEA musician // Top 10% of class
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Jacob Torgerson works for Katzen Marshall.
Jacob Torgerson is listed as Valuation Analyst at Katzen Marshall.
Jacob Torgerson is based in Dallas, Texas, United States while working with Katzen Marshall.
Jacob Torgerson has worked for Katzen Marshall, Unt Student Investment Group, Sandler Law Group, Doordash, and University Of North Texas.
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Jacob Torgerson holds Bachelor Of Business Administration - Bba, Finance, General, 3.82 Of 4.00 from University Of North Texas G. Brint Ryan College Of Business.
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