Steven Carter
Investment Banking Analyst at D.A. Davidson
- Role
- Analyst at D.A. Davidson Companies
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Steven Carter
Experienced Investment Banking Associate with a demonstrated history in M&A, equity valuation, and fundamental analysis. Skilled in financial modeling, valuation, DCF modeling, market multiples, precedent transactions, LBO modeling, and constructing various marketing materials such as investment teasers, CIMs, and management presentations. Strong finance professional with a Bachelors degree focused in Finance from Portland State University.
Experience
Analyst
May 2024 — Present · Portland, OR, US
Education
Portland State University
Bachelor's degree, Bachelors of Science, Finance
2012 — 2016
Skills
- Capital Budgeting
- Key Account Management
- Forecasting
- Pricing
- Negotiation
- Retail
- B2b
- Valuation
- Food Industry
- Product Development
- Inventory Management
- Microsoft Powerpoint
- Account Management
- Food
- Management
- Consumer Products
- Strategic Planning
- Microsoft Office
- Sales
- Sales Management
- Microsoft Outlook
- Export
- Microsoft Excel
- Financial Analysis
- Investments
- Brand Management
- Marketing Strategy
- Business Development
- Dcf Valuation
- Sales Operations
- Customer Service
- Key Account Development
- Financial Modeling
- New Business Development
- Business Valuation
- Demand Forecasting
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