William Casey Email & Phone Number

San Francisco, California, Us

TMT

Chicago, Il, Us

Tech-Enabled Services

Dallas, 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

Dallas, 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

- 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.