Quinn Montgomery Email & Phone Number

Greenwich, CT, US

Greenwich, Connecticut, United States

Greenwich, Connecticut, United States

• Reviewed case studies on private equity transactions to develop a better understanding of restructuring and deal research
• Studied leveraged finance fundamentals including debt instruments, debt capital structure, and leveraged buyouts
• Learned about distressed debt investing with discussions on the qualities of distressed companies and priority of claims

• Conducted macroeconomic analysis through the use of 10-K and 10-Q statements to assess investment potential
• Published research findings across research groups in a digital publication at the conclusion of the semester

• Met with the president and executive vice president of the club to assess the needs of the club and addressed such needs by acquiring funds from the university via a successful budget proposal for the spring of 2019

Ithaca, New York, United States

• Completed a rigorous 8-week new member education process to hone skills in accounting, financial statement analysis, and various valuation techniques, culminating in a team stock pitch
• Pitched a biomedical device company with a team of 4 members to our club, base don qualitative investment catalysts and financial valuation methods including a comparable companies analysis and a discounted cash flow.
• Coordinated with executive board members to submit a budget for our club in accordance with university standards, procuring all necessary funding for the fall 2020 semester

Ithaca, New York, United States

• Taught a weekly 20-student discussion with another teaching assistant to reinforce lecture concepts and provide additional assistance to students in need
• Graded over 40 homework assignments each week to provide feedback to students and explain concepts they failed to demonstrate knowledge of in their homework

Ithaca, New York, United States

Glens Falls, New York, United States

Saratoga Springs, New York, United States

• Developed prospecting materials sent to over 100 local individuals to inform them of services provided by the firm
• Called over 700 potential clients to discuss their current life insurance policies and changes to improve their coverage
• Created and formatted spreadsheets to record client information for over 1,000 individuals in the capital region

Saratoga Springs, New York, United States

• Coordinated with a team of five to seven employees across stations to ensure product quality and superb service
• Documented and reported candy and ice cream inventory to management to facilitate product orders and avoid shortages
• Accommodated thousands of clients and addressed specific requests of customers to maximize their satisfaction

Bachelor Of Science - Bs, Applied Economics And Management

Activities and Societies: Cornell Equity Research, Cornell Hedge Fund, Johnson Private Equity and Credit Club, Beta Alpha Psi Finance.

High School Diploma

Activities and Societies: Boys Varsity Volleyball Team, Academic Team, Science Bowl Team, Investment Club, TJ’s Turkeys, National Honor.