Chicago based analyst with experience in performing stock valuations of closely-held operating business in various industries.
Certified Valuation Analyst
Daniel Munoz, CVA
Senior Analyst
+1 (630) 656 4597
Mobile
Chicago, Illinois
Location
ABOUT ME

Daniel Munoz [moon-YOHZ]

Valuation Analyst
Bilingual financial services and valuation analyst with experience in performing stock valuations of closely-held operating businesses in the manufacturing, rail transportation, asset management, financial services, real estate, restaurant/bar, banking, waste management and energy industries. My valuations have been used in connection with: ESOP reporting compliance, litigation support, and federal gift and estate taxation.
CERTIFICATIONS
CFA Institute

Chartered Financial Analyst (CFA) candidate for Level II

Chartered Financial Analyst Institute
Passed CFA Exam Level I (December 2019)

award

Certified Valuation Analyst (CVA)

National Association of Certified Valuators and Analysts (NACVA)
November 2018

EDUCATION

DePaul University

Bachelor of Science in Business – Finance (BSB) | June 2017
Chicago, Illinois

  • Student Finance Association Member | September 2015 – June 2017
  • International Business Seminar in Paris – Luxury Marketing | March 2017
  • Enrolled in Adventis’ Financial Modeling Certification (FMC™) Program
LANGUAGE

English (Fluent)

Reading – Writing – Speaking

French (Intermediate)

Reading – Speaking

Spanish (Fluent)

Reading – Writing – Speaking

Italian (Beginner)

Speaking
SKILLS

Industry Knowledge

Industry knowledge ranked by level of proficency and experience (1 – 10)
10
Business Valuation
10
Financial Analysis
10
Accounting
10
Equity Invt.
8
Quant. Methods
8
Fixed Income
8
Corporate Finance
7
Economics
7
Alternative Invt.

Programming Languages

Programming knowledge ranked by level of proficency and experience (1 – 10)
9
CSS3
7
HTML
4
SQL
4
Python
2
C++
1
VBA

Applications

Application knowledge ranked by level of proficency and experience (1 – 10)
10
Excel
10
Word
10
PowerPoint
7
Access
7
Photoshop
7
Premiere
6
Jupyter
5
Illustrator
4
Visual Studio Code
CONTACT ME
+1 (630) 656 4597
Mobile
Chicago, Illinois
Address
Contact Me

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