Sam Callen Email & Phone Number

Saint Paul, Mn, Us

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Perform analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. I am skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. I also study the economic and industry conditions that can impact a company’s financial statements.

Minneapolis, Minnesota

Minneapolis, Minnesota

Worked with a team of MBA and undergraduate students to actively manage a $7.0 million+ portfolio of mid-cap stocks for the University of St. Thomas' endowment fund.Responsible for Health Care sector coverage, tasked with identifying undervalued securities and building detailed valuation models. Pitch investment ideas to other student managers and convey the value drivers that will generate risk-adjusted returns for our portfolio

Roseville, Minnesota

Promoted and sold bank products and services as well as processed deposit and loan transactions.Participated in business development activities such as officer call programs, community organizations and special events sponsored by the bank.Ordered and sold cash through the Federal Reserve Bank as needed.

Greater Minneapolis-St. Paul Area

Produced a portfolio tracker that modeled performance data for 14 portfolios comprised of 19 mutual fundsWorked quickly and efficiently to complete the tracker in a timeline that best fit my client’s needsExceeded client’s expectations with creative tracker features and thorough evaluationPresented the completed project to the managing director and wealth management teamUsed a wide range of Excel knowledge to develop unique tactics for charting data

Acted as the primary point of contact for members, building their trust and delivering a friendly experience. Performed efficient and accurate member transaction services. Supported the member-centric environment of the credit union by acting as a liaison between members and the business growth team.• Continued education on current banking products and services• Answered telephone inquiries on banking products.• Advertised and promoted student accounts.• Successfully assisted customers with product selections and purchases, e-service transactions, and by cross selling and promoting additional products.• Broad spreadsheet and database management as well as revision to outdated documents and records.• Multi-tasked between assignments, computer screens, and computer applications.• Collaborated with managers, team members, and vendors to achieve the company’s goals.• Maintained a working knowledge of credit union products and services• Balanced personal cash drawer within cash policy guidelines• Assisted in performing start-of-day and end-of-day processing.

Finance And Financial Management Services

Manga Cum Laude Beta Gamma Sigma

Education record