Finance Associate
Current
Jun 2023 - Present
AeroLeads people directory · profile
William M. Email & Phone Number
Finance Associate | VTX Energy Partners
at
VTX Energy Partners, LLC
LinkedIn matched
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Profile completeness 100%
Current company
Role
Finance Associate | VTX Energy Partners
Location
Austin, Texas, United States
Who is William M.? Overview
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Quick answer
William M. is listed as Finance Associate | VTX Energy Partners at VTX Energy Partners, LLC, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for William M..
William M. previously worked as Finance Associate at Vtx Energy Partners, Llc and Board Member at Wounded Warrior Outdoor Adventures. William M. holds Bachelor Of Science - Bs, Finance And Financial Management Services, 3.6 from Clarkson University.
Company email context
Email format at VTX Energy Partners, LLC
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VTX Energy Partners, LLC
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Profile bio
About William M.
William M. is a Finance Associate | VTX Energy Partners at VTX Energy Partners, LLC. He possess expertise in auditing, accounting, data science, process automation, corporate finance and 22 more skills.
Listed skills include Auditing, Accounting, Data Science, Process Automation, and 23 others.
Current workplace
William M.'s current company
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10 roles
William M. work experience
A career timeline built from the work history available for this profile.
Board Member
Current
May 2020 - Present
Investment Banking Analyst
Jul 2022 - Jun 2023
Business & Data Analyst
Feb 2021 - Jun 2022
Finance & Strategy Analyst
Jun 2020 - Jan 2021
Endowment Fund Student Manager
- Managed $250K of the university’s endowment fund in public equities trading, which generated a 32% ROI.- Performed due diligence, financial modeling (Discounted Cash Flow, Dividend Discount, & Regression Modeling), and active portfolio management including rebalancing and sector rotations.
Aug 2019 - May 2020
Aquistions Analyst Intern
- Performed Congressional Budget Forecasting, Operational Research, and Government Contract Analysis.- Developed an inventory management database for spare parts for the US Navy’s Surface Fleet.- Obtained US Government Secret level security clearance.
May 2019 - Jan 2020
Associate Marketing Analyst
Developed the QA system for all dashboard reports deployed through the Marketing Analytics Team. -Reviewed and verified data feeds from Adobe Analytics.-Edited and improved functionality of Tableau dashboards.-Developed new visualizations in Tableau.-Wrote and ran queries in MySQL to establish data accuracy of reports.-Provided feedback to lead Analysts on.
May 2018 - Aug 2018
Account Services Intern
May 2017 - Aug 2018
Chief Operations Officer & Partner
Potomac Investment Technologies Llc
Developed and brought to market an artificial intelligence based equities trading software program. Responsible for day to day operations, financial and algorithmic modeling, and strategic operational planning.
Jul 2017 - Jul 2018
1 education record
William M. education
FAQ
Frequently asked questions about William M.
Quick answers generated from the profile data available on this page.
What company does William M. work for?
William M. works for VTX Energy Partners, LLC.
What is William M.'s role at VTX Energy Partners, LLC?
William M. is listed as Finance Associate | VTX Energy Partners at VTX Energy Partners, LLC.
Where is William M. based?
William M. is based in Austin, Texas, United States while working with VTX Energy Partners, LLC.
What companies has William M. worked for?
William M. has worked for Vtx Energy Partners, Llc, Wounded Warrior Outdoor Adventures, Citi, Kiewit, and Clarkson University.
How can I contact William M.?
You can use AeroLeads to view verified contact signals for William M. at VTX Energy Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did William M. attend?
William M. holds Bachelor Of Science - Bs, Finance And Financial Management Services, 3.6 from Clarkson University.
What skills is William M. known for?
William M. is listed with skills including Auditing, Accounting, Data Science, Process Automation, Corporate Finance, R (Programming Language, Data Analysis, and Microsoft Sql Server.
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