I am a finance and psychology student at California State University, Chico, with a passion for investing and personal finance. I aspire to become a financial analyst and help individuals and businesses make informed financial decisions.As a Senior financial analyst at Chico Creek Capital, I actively manage $38,000 of funds in equities from different sectors, provide feedback for stock pitches, and vote on what to invest. I also lead the Investor's Club as the president, where I organize and facilitate meetings of 30-40 students, invite professionals to share their insights, and offer education on different ways of investing. In addition, I run my own mobile auto detailing business, Conn's Detailing, where I service over 90 customers and 210 vehicles, maintain relationships with clients, and budget for expenses.Through my education, work, and club activities, I have developed skills in presentations, product knowledge, research, and excel. I have also demonstrated leadership, creativity, and detail-oriented skills. I balance multiple responsibilities and challenges with enthusiasm and dedication. I am always eager to learn new things and expand my horizons.
Altus Equity Group, Inc.
View- Website:
- altusequity.com
- Employees:
- 24
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Analyst InternshipAltus Equity Group, Inc.Chico, Ca, Us -
Fund ManagerChico Creek Capital Dec 2024 - PresentChico, California, United States- Administration and Leadership role in the Student Managed Investment Fund at CSU Chico- Plan and run weekly meetings- demonstrate knowledge in financial markets, share insight with the fund- coordinate with senior analysts as top down management- execute portfolio management decisions based on weightings and funds investment goals -
Senior Financial AnalystChico Creek Capital Aug 2024 - Jan 2025Chico, California, United States-Senior Analyst for the Real Estate Sector of Chico Creek Capital- Manage team of two junior analysts conducting research and forecasting of REITS and securities with indirect exposure to the sector- Communicate with Fund Managers and rest of fund -
Business OwnerConn'S Detailing Apr 2023 - PresentChico, California, United StatesSelf-employed mobile auto detailer. Branched out to servicing over 95 customers and 215 vehicles in under 12 months. Detail-oriented skill, along with finding creative ways to get more clients. Maintain relationships with clients, budget for expenses with excel work. Provide referral and maintenance programs for clients. Here is the link to my website: https://connsdetailing.wixsite.com/conns-detailing -
Investment AnalystLevin Johnston May 2024 - Aug 2024Los Altos, California, United States-Forecast Pro Forma statements with rent roll documents and P&L statements-Underwrote $105,000,000 in property value-Conduct market research on commercial properties in the Bay Area and surrounding areas -
Hardware Sales AssociateJohnson Lumber Ace Hardware Jun 2022 - Aug 2022Demonstrated knowledge in lumber products, as well as others such as rebar, concrete, and fencing. Completed forklift training and received forklift certification in July 2022.
William Conn Education Details
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Business Finance
Frequently Asked Questions about William Conn
What company does William Conn work for?
William Conn works for Altus Equity Group, Inc.
What is William Conn's role at the current company?
William Conn's current role is Analyst Internship.
What schools did William Conn attend?
William Conn attended California State University, Chico.
Who are William Conn's colleagues?
William Conn's colleagues are James Mcgee, Lauren L., James Mcgee, Ray Phillips, Janine Vera, Sebastian Smith, Cmcp, Ashley Streber.
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William (Bill) Conn
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