Richard Burton Email & Phone Number

New York, NY, US

-Conduct DCF analyses and comparable company valuations to evaluate investment opportunities for a student investment fund valued at $1.9 million-Utilize Bloomberg Terminal to gather market data, perform financial statement analysis, and conduct research on target companies to present stock pitches-Deliver weekly market updates and monthly performance.

-Complete DCF and comparable companies valuations of firms assigned by sector head, setting a price target and a buy, sell, or hold decision for the respective stock-Collaborate with team members to conduct financial statement analysis, utilize Bloomberg Terminal for data sourcing, and prepare/deliver stock pitches

Miami, Florida, United States

-Developed a comprehensive understanding of financial services by shadowing advisors, attending client meetings, and participating in hands-on activities such as account reviews and portfolio assessments-Organized and managed client data using Excel, producing detailed reports and data-driven analyses to facilitate informed decision-making and enhance.

-Receive coaching and online instruction to achieve targeted interview, technical, and professional developmental goals -Learn business fundamentals to compete successfully for internship opportunities -Complete industry-specific training focused on developing technical skills, institutional knowledge, and attention to detail

Coral Gables, Florida, United States

Philadelphia, Pennsylvania, United States

-Monitored sea vessel tracking systems to confirm identifies and purposes of vessels, evaluate compliance issues with port dockage and crew member nationalities and determine course of action to assure national security guidelines -Conducted 58 interviews and leveraged Microsoft Excel, Word, and PowerPoint to create 265 intelligence reports, which were.