Faisal Ahmed

Hayward, CA *****

Contact: 650-***-**** E-mail: add4j7@r.postjobfree.com https://www.linkedin.com/in/faisal-ahmed-479301a0/ US Citizen Education

University of California, Davis Graduated: 2019

● Bachelor of Arts in Economics, concentration in Behavior and Strategy GPA: 3.2

● Curriculum focuses in Financial Modelling and Analysis, Statistical Modelling with R and Excel, Economic Trend Analysis, Game Theory, Higher Mathematics, Equity Research, Discounted Cash Flow Modelling and Financial Statements Certifications and Skills

● Passed CFA Level 1 Exam December 2019, planning on taking Level 2 June 2021

● Passed Series 65 Exam

● Life, Accident and Health Insurance License

● Udemy Courses completed including SQL, and a complete financial analyst course with extensive education in Excel

● R and Stata experience in Linear and Multivariate Regression

● Professional SFDC (Dashboards and Reports), PowerPoint and Excel (Pivot tables, VLookup and Modelling) experience Experience

Fountainhead Asset Management - Financial Strategist - San Ramon, CA 12/2019 - Present Financial Services Company

● Currently working in a support role to multiple financial advisors, analyzing financial documents of clients to identify weaknesses in current financial health and to help build a financial plan

● Analysis includes asset allocation, taxes, mortgages, social security and pension, business analysis (P&L) and cash flow analysis regarding retirement

● Analyze client portfolio allocation and security selection and recommend adjustments as needed

● Utilize financial planning software to project retirement plans efficacy and cash flows throughout retirement

● Tracking financial performance of several client portfolios The Invest Like The Street Analyst Program - Analyst Intern - San Francisco, CA 07/2018 - 02/2019 Investment Program

● Participated in a semester long program covering investment analysis using company press releases, SEC documents, income statements, balance sheets, and cash flow statements to determine if a company would be likely to appreciate in value

● Completed multiple research reports on target companies, using findings from equity research to determine return potential

● WD-40: Created a discounted cash flow and three statement model on WD-40, along with an equity report detailing the qualitative factors of WD-40. Concluded that the equity was overvalued at the time by 25% Shape Security - Finance and Sales Operations Intern - Mountain View, CA 06/2018 - 09/2018 Cyber Security Company

● Estimated potential clients price range for Shape’s software utilizing valuation analysis and financial statement analysis, projecting whether prospects could afford anywhere from between $300k-2 million a year based on company financials

● Developed discounted cash flow (DCF) models and presented 5 PowerPoint presentations summarizing company financials of prospects and potential targets

● Created 2 PowerPoint presentation decks measuring sales conversion rate and efficacy of pipeline at different stages

● Created a rolling SFDC dashboard for executives to view global sales pipeline by various metrics

● Forecasted sales procurement based on past data and current client pipeline with MS Excel and Monte Carlo simulation

● Tracked and monitored various companies’ metrics including performance, risk and exposures, and news flow Extracurriculars

Morgan Stanley Financial Training Program -Participant - Sacramento, CA 09/2018 - 12/2018

● Participated in a semester long financial training program led by a Morgan Stanley portfolio manager

● Completed coursework in quantitative analysis, qualitative analysis, equity research and synthesizing industry research Economics and Business Student Association - Director of Technology - Davis, CA 01/2018 - 04/2019

● Constructed weekly workshops, consisting of lessons in investing and finance to audiences of up to 500 people

● Utilized tabling, classroom presentations, social media/website marketing and flyers to expand club membership by 80% Hobbies: Stand-up Comedy, Writing a TV show, Basketball and Soccer

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