Steven Carter

Investment Banking Analyst at D.A. Davidson

Role
Analyst at D.A. Davidson Companies
Location
Portland, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Analyst

    D.A. Davidson Companies

    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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Steven Carter — Analyst at D.A. Davidson Companies in Portland, OR, US | Unifers