Technical Financial Associate

DANNA M. LEVIN

857-***-**** *************@*****.***

**** ********* **., **** ****, Irvine, CA 92612

Finance Valuation Client Services Data Analytics MY STORY INTERESTS & ACHEIVEMENTS

Born and raised in Raanana, Israel. Served in the Israeli Intelligence Military unit for two years. I am a professional with three years of experience as an economic analyst and technical financial associate. Looking to contribute value and expertise with technical and business insights, as well as data driven economic and financial strategies, and engaging in high level client services. I have strong written and verbal communication skills, pay high attention to detail and have excellent time management skills

• Israeli women’s record holder in the 2000 and 3000 meter steeplechase; represented Israel in the World Championships and European Championships; Karate, black belt: former Israeli champion EMPLOYMENT HISTORY

Bates Group Lake Oswego, OR OCT 2019 – JUL 2020

Technical Financial Associate

• Reviewed and analyzed trade and position data (fixed income and equity) of investment bankers and financial institutions using SAS and Python in order to propose remediation solutions, assess economic damages, and provide recommendations for purposes of litigation by regulatory bodies: SEC and FINRA

• Worked on projects related to 529 college savings plans, 12B-1 fees and mutual fund fact sheets

• Prepared schedules and trade blotters for clients’ reference and final deliverables Competition Dynamics Salem, MA JUL 2017 – SEP 2019 Economic Analyst

• Performed regression analysis and valuations in cases of patent infringement, and assessment of damages for litigation purposes

• Analyzed large telecom datasets and sales data from the International Data Corporation (IDC) using SAS and PROC SQL to perform data and statistical analysis

• Reviewed and analyzed clients’ intellectual property licenses

• Prepared reports and Excel exhibits related to intellectual property damages and other financial matters on behalf of clients

• Attended depositions and trials at the ITC court as support staff

• Complied with strict deadlines for litigation and other purposes Target Market Israel JUN 2008 – AUG 2016

Sales/Product Promotions (Summer Positions)

• Communicated product knowledge to clients in the fast-moving consumer goods industry (CPG)

• Built strong customer base and trust-worthy relationships with clients

• Boosted sales volumes by 30% with resultant increase in profits PRACTICAL EXPERIENCE & TECHNICAL SKILLS

• FINRA SIE exam prep in progress

• Investment analysis using historical data and regression analysis in the evaluation of companies

• Predicting return using CAPM with and without risk factors

• Optimization of sharpe ratios in investment portfolios, DCF financial modeling, and calculations of NPV, IRR and ROC

• Building three-statement financial models for Income Statements, Balance Sheets, and Cash Flow Statements using forward- looking assumptions

• Working knowledge of GAAP rules

• Python (Pandas); SAS; SQL; Bloomberg; Oracle NetSuite; HTML; CSS; LaTeX; SPSS (IBM Predictive Analytics); Qualtrics (launching surveys); Excel; PowerPoint; Word; Google Sheets (Docs, Slides); DocuSign EDUCATION

Boston College – Carroll School of Management, GPA 3.6, Dean’s Honors List Graduated 2017 Bachelor of Science, Finance & Marketing

• Division 1 Athlete: Full Athletics Scholarship: Track & Field and Cross-Country teams

• Related Coursework: Mergers & Acquisitions; Investment Banking; Private Equity/Venture Capital; Corporate Financial Strategies; Strategic Management; Financial Accounting; Managerial Accounting; Applied Marketing Management; Consumer Behavior

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