Bryan Kwon: in Irvine, CA
Bryan Kwon
Irvine | United States
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Summary
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Activity
Projects
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Work experience
Chartwell Financial Advisory
Analyst | 06/2022 - 08/2022
* Applied 3-statement financial modeling, DCF, GPC, M&A training for valuation of private middle-market companies with Employee Stock Ownership Plans (ESOP)
* Created financial models from scratch incorporating Public Company Comparables, Precedent Transactions, and Discounted
Cash Flows for relative and intrinsic valuation
* Conducted analysis on company financials, industry, and screened for comparables on S&P Capital IQ utilized for valuation
MC Kwonstruction, Inc
Project Management Consultant | 06/2018 - 06/2022
* Transitioned person-to-person call to web-based platform to ensure prompt scheduling and communication between parties
* Acquiring and closing out contract deals including a $58,000 decking job for an apartment complex
* Acting as a liaison between MC Kwonstruction and property management companies to maintain and create new relations
LEADERSHIP AND EXTRACURRICULAR
Forensic Economic Services, LLC
Consulting Intern | 01/2022 - 05/2022
* Researched and applied CACI No. 3903N. to ensure the validity of economic damages claimed
* Analyzed COVID-19 economic impact on jobs within the United States, researching for growing/declining industries
* Verified accuracy and quality of client-supplied data
SMIC
CPP Student Managed Investment Club | 10/2020 - 05/2022
* Attended weekly meetings and seminars with guest speakers on different investment strategies and current market trends
* Networked with weekly guest speakers by attending to panels and resume workshops
Associated Students Incorporated, Cal Poly Pomona
Training Design Specialist | 06/2021 - 05/2022
* Aided and created Learning Organization Modules for students and faculty board on Diversity & Inclusivity for ASI
* Supported Administration of Cal Poly Pomona by creating trainings according to department specific requirements
* Complied with ADA and provided all students Equal Learning Opportunities by making 10+ PDFs accessible each week
CPP BAM
Equity Strategy Mentor | 08/2021 - 01/2022
* Aided incoming SMIF analysts by providing guidance on equity screening for their individual sector stocks
* Presented an Equity Screening Tutorial for SMIC to prepare current SMIF analysts for sector stock screening
SMIF
Trader, Investment Analyst | 11/2020 - 01/2022
Emerging Markets and Domestic Equities Nov. 2020 - Jan. 2022
* Collaborated with 14 students selected from the College of Business Administration in creating a real-money portfolio of approximately $260,000 through market and equity research, valuation, and asset allocation
* Analyzed market conditions, drivers, and fund performance on outperforming and underperforming equities within the CPP
portfolio, with a personally screened stock realizing 40%+ becoming the highest returning equity
* Created Monthly and Quarterly reports depicting the economic/political landscape, impact on portfolio and outlook summary
* Screened for equities in Tech. and Comm. sectors by utilizing value and growth metrics on Bloomberg Terminal (EQS) with further in-depth company analysis with BAM 13 and prepared valuations utilizing Discounted Cash Flow Models
Education history
California State Polytechnic University
Bachelor of Science in Business Administration | 2020 - 2022
Mount San Antonio College
Associate in Science | 2018 - 2020
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