Jacob Torgerson Email and Phone Number
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)
Katzen Marshall
View- Website:
- katzenmarshall.com
- Employees:
- 9
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Valuation AnalystKatzen Marshall Aug 2022 - PresentDallas, Texas, United StatesPerform 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. -
Senior Equity Research AnalystUnt Student Investment Group May 2022 - Dec 2022Denton, Texas, United States• Mentor group of analysts through an equity research project -
Equity Research AnalystUnt Student Investment Group Jan 2022 - Jun 2022Denton, 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 -
Junior Equity Research AnalystUnt Student Investment Group Aug 2021 - Dec 2021Denton, Texas, United States• Bloomberg Market Concepts certification -
Document Preparation CloserSandler Law Group Mar 2020 - Aug 2022Dallas, 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 -
CourierDoordash Aug 2020 - Jan 2022Dallas-Fort Worth Metroplex -
Dining AssociateUniversity Of North Texas Aug 2019 - May 2020Denton, Texas, United States
Jacob Torgerson Education Details
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Rowlett High School
Frequently Asked Questions about Jacob Torgerson
What company does Jacob Torgerson work for?
Jacob Torgerson works for Katzen Marshall
What is Jacob Torgerson's role at the current company?
Jacob Torgerson's current role is Valuation Analyst at Katzen Marshall // BBA in Finance from the University of North Texas.
What schools did Jacob Torgerson attend?
Jacob Torgerson attended University Of North Texas G. Brint Ryan College Of Business, Rowlett High School.
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Jacob Torgerson
Ability To Adapt And Overcome Complex Problems With Creative Solutions. Strong Technical Background.Bremerton, Wa1navy.com -
Jacob Torgerson
Minneapolis, Mn3gmail.com, gmail.com, target.com4 +165147XXXXX
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