Nate O'Brien, Cva
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Nate O'Brien, Cva Email & Phone Number

Senior Manager of Business Valuations at KatzAbosch at KatzAbosch
Location: Chicago, Illinois, United States 13 work roles 2 schools
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Current company
KatzAbosch
Role
Senior Manager of Business Valuations at KatzAbosch
Location
Chicago, Illinois, United States
Company size
87 employees

Who is Nate O'Brien, Cva? Overview

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Quick answer

Nate O'Brien, Cva is listed as Senior Manager of Business Valuations at KatzAbosch at KatzAbosch, a with 87 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Nate O'Brien, Cva.

Nate O'Brien, Cva previously worked as Senior Manager of Business Valuations at Katzabosch and Manager- Valuation Services at Ecg Management Consultants. Nate O'Brien, Cva holds Bachelor Of Science In Business Administration In Finance, Finance, General from Xavier University.

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KatzAbosch

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Profile bio

About Nate O'Brien, Cva

Nate O'Brien, Cva is a Senior Manager of Business Valuations at KatzAbosch at KatzAbosch. They is proficient in Spanish.

Current workplace

Nate O'Brien, Cva's current company

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KatzAbosch
Katzabosch
Senior Manager of Business Valuations at KatzAbosch
timonium, maryland, united states
Website
katzabosch.com
Employees
87
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13 roles · 18 years

Nate O'Brien, Cva work experience

A career timeline built from the work history available for this profile.

Senior Manager Of Business Valuations

Current
Katzabosch
Jul 2022 - Present

Intern

Fifth Third Bank Trading Center

Cincinnati, Ohio Area

Responsible for assisting Xavier students, faculty, and affiliates in their use of technology for learning and research, specifically in their use of Bloomberg and Capital IQ software.

Jun 2013 - May 2015

Chief Investment Officer

D'Artagnan Capital Fund

Cincinnati, Oh

▪ Selected as CIO of the D'Artagnan Capital Fund, responsible for managing $2.25M of the university's endowment in the large cap equity space, in a fund that performed in the top 5% of all large cap equity funds of similar style for our fiscal year▪ Conduct extensive analysis of companies, providing buy/sell recommendations for opportunity stocks in the IT or Telecommunications sectors, and present valuation models utilizing discounted cash flow and relative valuation techniques▪ Manage day-to-day operations of the fund by conducting meetings, organizing stock presentations, executing trades, working closely with sector managers, and coordinating presentations with area investment professionals

May 2014 - Jan 2015

Consumer Discretionary Sector Analyst

D'Artagnan Capital Fund

Cincinnati, Oh

•Research and create valuation models to pitch buy or sell recommendations for stocks within the Consumer Discretionary Sector of the $2,000,000 equity portfolio our fund operates•Vote to buy, sell, or hold securities after viewing equity presentations•Assist managers in different leadership positions including the Compliance Officer, Chief Economist, and Chief Investment Officer•Teach classes on financial literacy to students at Alliance Academy

Jan 2014 - Jan 2015

Intern

Ojm Group

Cincinnati, Oh

• Research equities, ETFs, and mutual funds • Prepare reports in Morningstar and PortfolioCenter• Enter trades and reconcile the trading database • Arrange applications for IRAs and other accounts• Assist in the management of the firm’s extensive client database• Support the marketing and compliance team by researching potential target demographics

Oct 2013 - Oct 2014
Team & coworkers

Colleagues at KatzAbosch

Other employees you can reach at katzabosch.com. View company contacts for 87 employees →

KF Katie Fortwengler, Cpa, Mba Katie Fortwengler, Cpa, Mba Colleague at KatzaboschColumbia, Maryland, United States View → GP Greg Pruitt Greg Pruitt Colleague at KatzaboschTowson, Maryland, United States View → SW Sean Wlahofsky, Cpa Sean Wlahofsky, Cpa Colleague at KatzaboschPittsburgh, Pennsylvania, United States View → BG Bob Galiszewski Bob Galiszewski Colleague at KatzaboschLutherville-Timonium, Maryland, United States View → DH Deborah Hild Deborah Hild Colleague at KatzaboschLutherville-Timonium, Maryland, United States View → MJ Michael J. Agetstein, Cpa/Pfs Michael J. Agetstein, Cpa/Pfs Colleague at KatzaboschLutherville-Timonium, Maryland, United States View → MR Mark R. Cissell, Cpa Mark R. Cissell, Cpa Colleague at KatzaboschColumbia, Maryland, United States View → PB Phoebe Barger Phoebe Barger Colleague at KatzaboschForest Hill, Maryland, United States View → KA Kokou Assigbe Kokou Assigbe Colleague at KatzaboschDerwood, Maryland, United States View → LR Lynda Runkles Lynda Runkles Colleague at KatzaboschLutherville-Timonium, Maryland, United States View →
2 education records

Nate O'Brien, Cva education

Bachelor Of Science In Business Administration In Finance, Finance, General

Xavier University

Education record

Marmion Acadamy
FAQ

Frequently asked questions about Nate O'Brien, Cva

Quick answers generated from the profile data available on this page.

What company does Nate O'Brien, Cva work for?

Nate O'Brien, Cva works for KatzAbosch.

What is Nate O'Brien, Cva's role at KatzAbosch?

Nate O'Brien, Cva is listed as Senior Manager of Business Valuations at KatzAbosch at KatzAbosch.

Where is Nate O'Brien, Cva based?

Nate O'Brien, Cva is based in Chicago, Illinois, United States while working with KatzAbosch.

What companies has Nate O'Brien, Cva worked for?

Nate O'Brien, Cva has worked for Katzabosch, Ecg Management Consultants, Valuation Research Corporation, Fifth Third Bank Trading Center, and D'Artagnan Capital Fund.

Who are Nate O'Brien, Cva's colleagues at KatzAbosch?

Nate O'Brien, Cva's colleagues at KatzAbosch include Katie Fortwengler, Cpa, Mba, Greg Pruitt, Sean Wlahofsky, Cpa, Bob Galiszewski, and Deborah Hild.

How can I contact Nate O'Brien, Cva?

You can use AeroLeads to view verified contact signals for Nate O'Brien, Cva at KatzAbosch, including work email, phone, and LinkedIn data when available.

What schools did Nate O'Brien, Cva attend?

Nate O'Brien, Cva holds Bachelor Of Science In Business Administration In Finance, Finance, General from Xavier University.

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