S. Davis O'Brien
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S. Davis O'Brien Email & Phone Number

Investment Associate, AVP at Citi
Location: Dallas-Fort Worth Metroplex, United States, United States 6 work roles 1 school
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Current company
Role
Investment Associate, AVP
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size

Who is S. Davis O'Brien? Overview

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S. Davis O'Brien is listed as Investment Associate, AVP at Citi, a company with 196387 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for S. Davis O'Brien.

S. Davis O'Brien previously worked as Private Banking Analyst at Citi and Research Analyst at Shedd Capital, Llc. S. Davis O'Brien holds Bachelor'S Degree, Finance: Investment Management And Banking W/ A Certificate In Wealth Management, Senior from The University Of Texas At Austin - Red Mccombs School Of Business.

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Citi

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Profile bio

About S. Davis O'Brien

I am a recent graduate from the McCombs school of business. In July, I began my position as a Private Banking Analyst with Citi, a 2-year rotational program. I will begin my first rotation as an AB in September.

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S. Davis O'Brien's current company

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Citi
Citi
Investment Associate, AVP
Texas, United States
Website
Employees
196387
AeroLeads page
6 roles

S. Davis O'Brien work experience

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Investment Associate, Avp

Texas, United States

Private Banking Analyst

Current

Dallas, Texas, United States

Jul 2023 - Present

Research Analyst

Shedd is a start-up buy side investment bank that specializes in the aerospace industry. In my role I completed research on over 1500+ companies regarding their financial metrics and operational outlook. This was then used to analyze potential M&A targets for our clients.

Jul 2022 - Jun 2023

Commercial Banking Summer Analyst - Middle Market

Dallas-Fort Worth Metroplex

Developed a deep understanding on various deal types in the middle market space, from syndications, ABLs, M&A, and LBO deals. I followed multiple deals extensively, aiding in underwriting process. I also increased the connection activity with over 400 companies.

May 2022 - Jul 2022

Data Analytics Intern

Irving, Texas, United States

Worked in a consultancy structure with the financial, supply chain, and analytics teams in order to formulate a hypothesis about the potential effectiveness of a one billion dollar investment. Through an unconventional valuation technique that combined data from each of those different sectors, I was able to share my findings and recommendations for the.

Jun 2021 - Aug 2021

Revenue Management Specialist

Aim Trials Research Clinic

Dallas-Fort Worth Metroplex

Utilized both enterprise resource planning software and accounting software to increase the efficiency of both financial planning and accounting organization.Through my work I was able to help increase accounts receivable turnover by 40%.

Dec 2020 - Jun 2021
Team & coworkers

Colleagues at Citi

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1 education record

S. Davis O'Brien education

FAQ

Frequently asked questions about S. Davis O'Brien

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What company does S. Davis O'Brien work for?

S. Davis O'Brien works for Citi.

What is S. Davis O'Brien's role at Citi?

S. Davis O'Brien is listed as Investment Associate, AVP at Citi.

Where is S. Davis O'Brien based?

S. Davis O'Brien is based in Dallas-Fort Worth Metroplex, United States, United States while working with Citi.

What companies has S. Davis O'Brien worked for?

S. Davis O'Brien has worked for Citi, Shedd Capital, Llc, Texas Capital Bank, 7-Eleven, and Aim Trials Research Clinic.

Who are S. Davis O'Brien's colleagues at Citi?

S. Davis O'Brien's colleagues at Citi include Talal Alabdullatif, Ralph Cruz, Aydin Leylani, Eric G., and Saribell Rivera.

How can I contact S. Davis O'Brien?

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

What schools did S. Davis O'Brien attend?

S. Davis O'Brien holds Bachelor'S Degree, Finance: Investment Management And Banking W/ A Certificate In Wealth Management, Senior from The University Of Texas At Austin - Red Mccombs School Of Business.

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