Steven Carter
Analyst @D.A. Davidson Companies
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2024 — Present
Analyst @D.A. Davidson Companies
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Portland, OR, US
EDUCATION
2012 — 2016
Portland State University
Bachelor's degree, Bachelors of Science, Finance
SKILLS
Capital BudgetingKey Account ManagementForecastingPricingNegotiationRetailB2bValuationFood IndustryProduct DevelopmentInventory ManagementMicrosoft PowerpointAccount ManagementFoodManagementConsumer ProductsStrategic PlanningMicrosoft OfficeSalesSales ManagementMicrosoft OutlookExportMicrosoft ExcelFinancial AnalysisInvestmentsBrand ManagementMarketing StrategyBusiness DevelopmentDcf ValuationSales OperationsCustomer ServiceKey Account DevelopmentFinancial ModelingNew Business DevelopmentBusiness ValuationDemand Forecasting
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.
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