Mitchell Larson, Cfa Email and Phone Number
Mitchell Larson, Cfa work email
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Mitchell Larson, Cfa personal email
Experienced financial analyst with experience in commercial banking, corporate treasury, and asset management. Current CFA Charterholder. Pursuing an MBA at the Carnegie Mellon - Tepper School of Business.
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Finance InternBase Sports GroupPittsburgh, Pa, Us -
Financial Analyst - InvestmentsZions Bancorporation Jun 2019 - PresentSalt Lake City, Utah, UsManaged the valuation, analysis and reporting for Zions Corporate Investments portfolio including a combination of fixed income securities, servicing assets, and private equity fund investments. I helped build financial models and dashboards to test and validate assumptions, determine asset prices, and then presented that data to executive management on a regular basis. -
Municipal Credit AnalystZions Bancorporation Oct 2017 - Jun 2019Salt Lake City, Utah, UsZions municipal credit group is responsible for managing over $4 billion in municipal loans, leases, and securities. During my time here I reviewed over 350 transactions totaling $670 million in new originations for the portfolio including detailed credit analysis of each municipality's financial position and local economy. -
Business Analyst - Portfolio AnalyticsSelect Portfolio Servicing Jun 2017 - Sep 2017Jacksonville, Florida, Us-Prepared portfolio performance statistics for S&P and Fitch for their annual Servicer Quality Assessments of SPS-Provided ad-hoc analysis for clients, master servicers, and third-party reviewers to track loan performance-Optimized business processes by creating dashboards in SQL and SSRS designed to track business unit performance and identify compliance or other operational issues that aren’t to company standard -
Commercial Data AnalystUtah County Oct 2015 - Apr 2017-Built process for identifying and recording cell towers, broadcast and radio towers, wind turbines, and billboards throughout Utah County to include their value as part of real property tax base-Developed a mass appraisal model to value cell towers, broadcast and radio towers, and wind turbines based on an income capitalization approach and comparable leases which effectively increased the county tax base by more than $34 million-Developed a mass appraisal model to value billboards based on billboard pricing metrics, including traffic counts and gross rating points, and income capitalization models to build to fairly value all billboards in Utah County adding an additional $12 million to the tax base-Assist appraisers in resolving valuation disputes related to cell towers and billboards-Managed building permits to ensure all new growth in the county was properly accounted for by assessors -
Risk Management Summer AnalystSelect Portfolio Servicing May 2016 - Aug 2016Jacksonville, Florida, Us-Evaluated the financial risk of more than 120 attorney vendors by creating a financial analysis process for Vendor Management as part of the annual vendor audit-Conducted gap analyses to identify potential gaps in the company’s operations based on CFPB’s June 2016 Mortgage Servicing Supervisory highlights and Chase Subservicing guidelines and identified operational gaps in SPS's processes and worked with Operations to address identified gaps-Identified multiple areas of improvement for the call center monthly incentive process that would limit operational risk and improve the timeline by 2-3 days each month-Developed a system to improve the company’s exception reporting system by categorizing the reports within the system and removed around 10% of all reports and optimized the remaining reports to improve system operation by around 25% -
Fixed Income Analyst InternBeneficial Financial Group Jan 2016 - Apr 2016Us-Researched and analyzed corporate bonds using Bloomberg Terminal, SEC filings, and corporate news to assign a buy, hold, or sell rating on each bond for the Beneficial Life Insurance bond portfolio-Presented and defended ratings to the Beneficial Financial Group Credit Committee-Completed reports for bonds issued by PepsiCo, Mattel, Daimler, and Enterprise Partners
Mitchell Larson, Cfa Skills
Mitchell Larson, Cfa Education Details
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Carnegie Mellon University - Tepper School Of BusinessMaster Of Business Administration - Mba -
Carnegie Mellon UniversityGeneral -
Brigham Young University Marriott School Of BusinessFinance -
Brigham Young UniversityFinance -
Arvada West High SchoolHigh School Diploma
Frequently Asked Questions about Mitchell Larson, Cfa
What company does Mitchell Larson, Cfa work for?
Mitchell Larson, Cfa works for Base Sports Group
What is Mitchell Larson, Cfa's role at the current company?
Mitchell Larson, Cfa's current role is Finance Intern.
What is Mitchell Larson, Cfa's email address?
Mitchell Larson, Cfa's email address is mi****@****ion.com
What schools did Mitchell Larson, Cfa attend?
Mitchell Larson, Cfa attended Carnegie Mellon University - Tepper School Of Business, Carnegie Mellon University, Brigham Young University Marriott School Of Business, Brigham Young University, Arvada West High School.
What skills is Mitchell Larson, Cfa known for?
Mitchell Larson, Cfa has skills like Microsoft Excel, Financial Analysis, Customer Service, Microsoft Office, Leadership, Finance, Team Leadership, Management, Real Estate, Powerpoint, Data Analysis, Microsoft Word.
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