Ivan Tatum

About Ivan Tatum

Corporate Financial Planning AnalystYou know how companies struggle to find investment opportunities that are congruent with their strategy and capabilities? I solve this. I solve this by partnering with stakeholders to assess problems, educating them on the risk factors that could affect the outcome and empowering them to take action, allowing me to provide solutions with the analytical rigor and leadership necessary to get to the best outcome.Connect with me using: i••••••@gmail.com All Invitations to Connect WelcomeLION – LinkedIn Open Networker-There is the old adage that knowledge is power, but I also believe there is power in SHARING knowledge.While my job professional experience is in portfolio consultation, I consider myself to be the chief financial educator. My Strategy is to EDUCATE,EMPOWER,IMPLEMENT:Clients love working with me because I can distill complicated ideas down to concepts that they can easily understand.I empower my clients by first removing the emotion tied to financial decision making. Lastly comes implementation. I walk through the process to help them implement their decision. My style and patience are a source of great satisfaction and it has led me to be effective in any position I\'ve taken-Finance Professional with MBA has experience in the banking and investment industries.I am seeking opportunities in which I can apply my analytical capabilities to help a company with its growth strategy, especially in areas of corporation finance. I am seeking a career change that presents challenging and interesting work and I have the ability to growth with the HR Managers, Hiring Managers, CFOs, VPs Corporate Finance connect with me to get access to my network deep in industry you are hiring a Financial Analyst or Corporate Finance Professional, call me now at 46••••••62.Specialties: FInancial modeling in Excel, disocunted cash flow analysis, Valuation techniques (M&A, equity, LBO), Corporation Finance, Equity and Fixed-Income Valuation, Risk Management and Insurance, Portfolio Management, Financial Planning and Analysis, Cash Management, Banking, CFA Level II

Experience

1. Financial Management Consultant, International Operations

   First Command Financial Services, Inc.

   Jan 2014 — Present · Ft Worth, TX, US

   I take great care is helping clients identify, understand, and evaluate the risks in their personal and professional lives. We partner to find ways to mitigate that risk so that they can remain whole. While maximizing economic resources would be a acceptable goal, a better proposition is to help my clients optimize the financial resources at their disposal, so that life will always present them with a satisfying standard of living.I do this by conducting qualitative and quantitative analyses to determine the best strategic and tactical investments.

Education

• SMU Cox School of Business

  Master of Business Administration (MBA), Finance and Strategy

  2009 — 2010

• Dallas College Mountain View Campus

  Advanced Technical Certificate in Professional Accountancy, CPA

• Princeton University

  Bachelor of Arts (B.A.), Psychology

Skills

• Bonds
• Strategic Financial Planning
• Corporate Finance
• Portfolio Management
• Asset Managment
• Forecasting
• Valuation
• Chartered Financial Analyst
• Finance
• Strategic Planning
• Accounting
• Capital Markets
• Series 7
• Financial Analysis
• Series 63
• Business Strategy
• Mutual Funds
• Credit
• Financial Modeling
• Equities
• Investment Management
• Fixed Income
• Insurance
• Wealth Management
• Cash Management
• Investments