Nick Lemus, Cfa Email and Phone Number
Nick Lemus, Cfa work email
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Nick Lemus, Cfa personal email
For my entire life I have always wanted to know WHY. As a little boy I would take the batteries out of every Buzz Lightyear toy because I wanted to know how it worked. I aspire to become a better analyst and to obtain more knowledge which is I sought out to become a CFA charter holder.I am extremely interested in Bitcoin and Ethereum as I think blockchain technology presents so much opportunity in the future. Besides work and investing related endeavors, I am a huge sports fan as I played lacrosse my whole life. I really enjoy managing my fantasy football and seeking my first championship. I also love going to the beach to surf and hang out.
Summit Wealth & Retirement Partners
View- Website:
- summitwealthandretirement.com
- Employees:
- 10
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Portfolio Trader And AdministratorSummit Wealth & Retirement PartnersSan Clemente, Ca, Us
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Portfolio Trader & AdministratorSummit Wealth & Retirement Partners Jun 2023 - PresentUnited States
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Fixed Income TraderGreat Pacific Securities May 2022 - Apr 2023Costa Mesa, California, United StatesFixed Income trader focusing in investment grade securities. -
Lacrosse Coach (Offensive Coordinator)San Clemente High School Sep 2021 - May 2022San Clemente, California, United StatesDuring my 13 years of playing lacrosse I had a few great coaches who helped shape me into the person I am today. Now that I'm done playing, I want to give back and try and be that coach for someone else. One of my favorite things I have done is create 'Player of the Day'. Everyday I pick a player who has demonstrated great effort and they get a sticker added to their helmet. I love this because I believe it is important to reward hard work because these actions lead to great long term results. -
Central Fp&A Rotational Financial AnalystMufg Jun 2021 - May 2022Los Angeles Metropolitan AreaAs an analyst in the central finance team at MUFG, I am focused on telling the WHY behind the numbers that come in each month. Specifically, I am in charge of FTE (headcount) reporting as it is my responsibly to tell the story of which line of business is driving the change in headcount and the reasoning behind it.More recently I have had a large part in facilitating the $8 Billion sale of the Union Bank franchise to US Bank. Along with my manager, we have been tasked with managing all of the one-time expenses associated with the deal. As the point person, this opportunity has let me use all of the excel and powerpoint skills I have learned to create clear, concise reports that are easy for management to leverage in their decision making process. -
Summer Analyst (Fp&A)Mufg Jun 2020 - Aug 2020Los Angeles, California, United StatesDurning my time as an intern I had the chance to really push my excel and presentation skills to the max. The whole summer I worked on and improved a forecast backtesting model that was designed to expose which lines of business (Investment Banking, Transaction Banking, Ops & Tech, etc.) had the most and least accurate forecasts. Once a week I would present my latest model to my manager and our team as they would give me constructive criticism and ideas on how to improve. Overtime my model improved as I made it flexible and easy to understand so anybody could quickly see how accurate all the groups forecasts historically were.
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Trade AssistantGreat Pacific Securities May 2019 - Jan 2020Costa Mesa, CaAt GPS, I sat on the trade desk and processed up to one billion dollars in fixed income trades every day using the blotter system in order to make sure the bonds were delivered to our clients properly. While at the desk I learned how to use a Bloomberg terminal as I eventually took over creating the credit book which was spread analysis on hundreds of companies across many sectors such as industrials, utilities, etc.I also built an excel model to calculate equity payroll that shortened the monthly task from five hours to just under one hour.
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Business Development ManagerPacific Silk Jun 2015 - Jan 2019Orange County, California AreaI developed a new method to sticker inventory boxes by combining the bar code sticker and the style number sticker into one label, as it now takes half the time to stickers boxes bi-annually when new inventory arrives; turning a week long task into a few daysI also created a more efficient way to pack ties into boxes in which the neckties are stacked in an alternating order from head to tail which results in more ties per a box and overall saves space in the warehouse
Nick Lemus, Cfa Skills
Nick Lemus, Cfa Education Details
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Finance
Frequently Asked Questions about Nick Lemus, Cfa
What company does Nick Lemus, Cfa work for?
Nick Lemus, Cfa works for Summit Wealth & Retirement Partners
What is Nick Lemus, Cfa's role at the current company?
Nick Lemus, Cfa's current role is Portfolio Trader and Administrator.
What is Nick Lemus, Cfa's email address?
Nick Lemus, Cfa's email address is nl****@****mufg.jp
What schools did Nick Lemus, Cfa attend?
Nick Lemus, Cfa attended Chapman University.
What skills is Nick Lemus, Cfa known for?
Nick Lemus, Cfa has skills like Time Management, Data Analysis, Microsoft Excel, Bloomberg, Fixed Income.
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