William Casey Email and Phone Number
William Casey work email
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William Casey personal email
Currently working as an investment banking analyst at Moorgate Capital Partners. Alumnus of Southern Methodist University’s Cox School of Business and Alternative Asset Management Center Program
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Investment Banking AnalystMoorgate Partners May 2024 - PresentSan Francisco, California, UsTMT
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Investment Banking AnalystWilliam Blair Jul 2022 - Sep 2023Chicago, Il, UsTech-Enabled Services -
Summer Equity AnalystBrookmont Capital Management, Llc Jun 2021 - Dec 2021Dallas, Texas, Us- Analyze current holdings and potential investments across three primary strategies: Core Dividend, Quality Growth, and Dividend Growth, which was named the #1 U.S. Large-Cap Value Manager from PSN/Informa- Conduct extensive research, produce multiple valuation models, including DCF, SOTP, and comps analyses create pitch decks, and present findings to the investment committee for review- Facilitate discussions with the upper management surrounding the impact of macroeconomic trends on current and potential holdings, portfolio construction, rebalancing, and strategy performance -
Financial Services Preparation MenteeSouthern Methodist University - Cox School Of Business Jul 2018 - Nov 2021Dallas, Tx, Us- Participate in a mentorship program with a seasoned wealth management team at Morgan Stanley- Involvement consists of bi-weekly calls, often with assignments related to various topics across the financial services industry - Discuss and practice market and security analysis, portfolio management, client prospecting, need discovery and service, and financial services career counseling -
InternM. Terry Enterprises, Inc Feb 2020 - May 2020- Reconciled numerous bank and brokerage statements for different entities across real estate, energy and private accounts which aligned company financial reports with the bank statements.- Arranged a spreadsheet using Microsoft Excel detailing different charitable donations over the past fiscal year made by M. Terry Enterprises and the amount of the donation.- Organized and examined financial account information from 2017 company files to cross-reference it with audit documents in order to streamline preparations for the audit.
William Casey Education Details
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Southern Methodist UniversityWealth Management
Frequently Asked Questions about William Casey
What company does William Casey work for?
William Casey works for Moorgate Partners
What is William Casey's role at the current company?
William Casey's current role is Investment Banking Analyst at Moorgate Capital Partners.
What is William Casey's email address?
William Casey's email address is wc****@****air.com
What schools did William Casey attend?
William Casey attended Southern Methodist University.
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