Samuel Crouse Email & Phone Number

Fuquay-Varina, North Carolina, United States

Charlotte, North Carolina, United States

Boone, North Carolina, United States

• Actively managed a $300,000 equity portfolio for Appalachian State University with eleven other students
• Selected stocks for the portfolio by conducting thorough industry and company fundamental research, deploying several valuation methodologies, and pitching and presenting recommendations to the team
• Created a Monte Carlo value at risk simulation and other tools in Excel and VBA for analyzing the performance and risk of the portfolio and presented findings to the group weekly
• Designed a BHB attribution model that factored in the impact of transactions, enabling the group to analyze how sector allocations and stock selections contributed to portfolio performance relative to our benchmark

• Conducted in depth equity analysis with four other students, wrote a full report, and defended our recommendation in front of a panel of industry experts during five separate presentations
• Responsible for building the team’s three statement model, forecasting the financials, developing appropriate valuation methodologies, and stress testing our recommendation with various sensitivity analyses
• Claimed the Americas Regional Championship and placed top five in the world out of nearly 1,000 teams

• Gained exposure to the roles and functions of corporate finance at the bank by participating in daily events and presentations and completing weekly assignments relevant to the teams in the CFO Group
• Served as the representative for a group of eight interns tasked with building a company’s balance sheet, developing and analyzing a portfolio, and presenting an outreach solution for Latino clients
• Bootstrapped a real-world data set in Visual Basic and presented the key metrics and conclusions
• Presented a comparison of the asset quality and balance sheet trends between Bank of America and a competitor to an audience of over 80 people and answered questions from Directors in the CFO Group

Burnsville, NC

• Collaborated with on-site managers in a demanding industrial environment to maintain efficiency
• Communicated and established relationships with numerous suppliers of raw materials to act as a positive representative of the company and to serve as a communicative link to management
• Strategically stored and organized approximately $20,000 worth of raw materials daily in accordance with operating schedules

Burnsville, NC

• Packaged approximately 15,000 board feet daily of processed lumber and prepared for shipping
• Calculated the board footage of lumber stored in inventory and provided the final tally to an administrator to determine the ultimate value for individual packs
• Trained new employees and assisted them with integrating into the processes and culture of the sawmill
• Led crews of 4-5 individuals and was responsible for the outcome of maintenance projects