Oscar Ling Email & Phone Number

▪ Compiled financial models such as DCF, LBO, WACC, and CAPM▪ Created pitch books and slide decks using the models that I created for multiple portfolio managers▪ Developed powerpoints, and reports for multiple broker-dealers, family offices, and high net worth indivisuals▪ Cross referenced financial models and data points with other divisions such as compliance, risk, and trading

New York City Metropolitan Area

▪ Inquired about reasons an insurance company may be having delays with payments▪ Billed clients for the services that were requested so that insurance companies have updated info▪ Recorded changes in a client’s claim in the company’s system so that members of other teams wouldhave accurate information when working with clients▪ Resolved issues regarding claims not being paid by going through multiple channels to find the issue

Buffalo, New York, United States

▪ Researched 4 stock picks to present to the board of the UB Equity Research Group▪ Organized group meetings to discuss current market activities that affect decisions on our group portfolio▪ Composed financial models such as DCF, calculated financial measures such as WACC, and EBITDA▪ Conducted research and due diligence to find things such as strengths, opportunities, weaknesses, and threatsto a company, as well as understanding and reviewing business models

▪ Analyzed over 300 companies on the NYSE to give clientele investment advice▪ Developed over 10 presentation regarding companies financial statements▪ Managed over $250,000 in assets▪ Discussed market events and conditions every morning with a team of analysts to determine trends

New York City Metropolitan Area

▪ Coordinated events and shows for fundraising with multiple teams▪ Redesigned the funding method for props which allowed for more funds to be allocated to other events▪ Developed an efficient method in teaching the necessary parts for the play▪ Directed and led teams in managing market stalls and games, which led to higher sales