David applies a top down approach to his investment research by evaluating macro-economic conditions, incumbent management and analyzing financial statements. He covers IPOs and trending stories in tech.
David holds a BCom with a specialization in Finance from Concordia’s John ... more
David applies a top down approach to his investment research by evaluating macro-economic conditions, incumbent management and analyzing financial statements. He covers IPOs and trending stories in tech.
David holds a BCom with a specialization in Finance from Concordia’s John Molson School of Business where he graduated with distinction. He is also a CFA level 1 candidate and is mastering the art of cooking in his spare time.
lessEquity Research Analyst | |
The Last Financier | |
2015 - Present (6 years 4 months) | |
• Research small/midcap tech and biotech companies • Financial analysis(Industry/company overview, financial statement/ratios analysis, DCF, comparable multiples, previous transaction analysis) • Equity reports, premium articles, daily content articles(published on yahoo finance, Gurufocus) • Interviews with management/shareholders • Business development(reach out to contributors/editors of platforms) • Online marketing |
Intern | |
UBS Wealth Management | |
2009 - 2011 (2 years 3 months) | |
• Solid experience in daily Market/Financial analysis updates. • Customer Relationship Management(developed new potential client list, cold calling, potential clients, greeted clients) • Conducted market research of securities, mutual funds, ETFs and bonds. • Collaborated at town hall conference meetings. • Information interviews with head of UBS Global assets management and UBS Investment banking Montreal. |
Concordia University | |
B.Com | |
2012 / 2014 | |
Graduated with Great Distinction. Bachelor of Commerce (B.Com.), Finance, 4.01 GPA |
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