Nolan Thompson Email & Phone Number

Orange County, California Area

• Identify companies that may be a potential fit for our clients to merge with or acquire.• Analyze companies' information online to find out key data points, such as revenue and company size.• Attend meetings with our firm and potential company owners to take notes and generate lead memos.

Orange County, California Area

• Actively managed a portion of CSUF’s endowment fund with $1.5 million under management. • Collaborated with colleagues to identify the best practices to manage the risk-adjusted portfolio. • Generated buy/sell reports with discounted cash flow models • Presented buy/sell reports to team members and the Endowment Fund’s board of directors.

Orange County, California Area

Equity Analyst Fall 2017-Spring 2018 before promotion to Director of Equity • Led the team of analysts and junior analysts on the Equity team. • Analyzed companies to see if a buy or sell report should be generated. • Developed workshops to assist new members by teaching them skills required to generate analyses.

• Addressed client inquiries on a platform with over 100,000 users to ensure customer satisfaction• Managed all financial activity for the company by tracking expenditures and monitoring the billing of the clients• Researched through data on our platform to identify new trends to keep users engaged and to generate sales in our marketplace• Communicated with potential buyers to facilitate the acquisition of the company in 2016

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Business Administration - Bba, Finance, General