Sam Cox Email & Phone Number

Chicago, Il, Us

Chicago

Diversified Industries Group

Focused on underwriting, supporting, and monitoring asset based and cash flow leverage lending transactions for mid market, privately held companies across various commercial industries.

Chicago, Illinois, United States

Elk Grove Village, Illinois, United States

Elk Grove Village, Illinois, United States

Six month credit training rotational program gaining exposure to all different departments and facets of credit management, underwriting, and commercial lending.

Cape Town, Western Cape, South Africa

Internship portion:• Worked as part of a remote consulting internship team that produced recommendations for Impulse Biomedical in the form of research and identification of a go-to-market strategy for their novel asthma treatment product• Conducted research on the medical device markets in South Africa, the United States, and India and created final recommendations for a step-by-step timeline for the product’s market entry• Gained experience on how to work virtually during the… Show more Internship portion:• Worked as part of a remote consulting internship team that produced recommendations for Impulse Biomedical in the form of research and identification of a go-to-market strategy for their novel asthma treatment product• Conducted research on the medical device markets in South Africa, the United States, and India and created final recommendations for a step-by-step timeline for the product’s market entry• Gained experience on how to work virtually during the remote internship; I had to be flexible as I was working across 3 different time zones and with varying schedules of my managers and direct group membersManagement consulting educational experience portion:• Learned and Applied a robust problem-solving approach (i.e., McKinsey 7-steps) to different business problems (e.g., declining profitability, key features for a new product, optimal investment option)• Built structured Excel models for different client problems (e.g., evaluate the highest return on investment project among three options)• Developed and delivered multiple storylines (i.e., logical flow from question to answer to next steps) PowerPoint presentations Show less

Des Moines, Iowa

• Updated banks financial information for customers checking accounts that assisted the department in forecasting future budgets• Formulated an excel program that allowed the Marketing department to analyze the effectiveness of a recent marketing strategy by identifying the retention rate of over 20,000 CD accounts/customers • Presented the findings of the intern summer project focused on improving committees within the company to 45+ executive, committee, and bank… Show more • Updated banks financial information for customers checking accounts that assisted the department in forecasting future budgets• Formulated an excel program that allowed the Marketing department to analyze the effectiveness of a recent marketing strategy by identifying the retention rate of over 20,000 CD accounts/customers • Presented the findings of the intern summer project focused on improving committees within the company to 45+ executive, committee, and bank employees/members• Involved in interviewing CEO and 3 other executives about their career and advice they’d give a developing, young professional Show less

Bba, Finance & Economics

Education record

Activities and Societies: Accomplishments and Activities: DECA (State Champion and Top 15 National Qualifier), National Honors Society.