Chicago based analyst with experience in performing stock valuations of closely-held operating business in various industries.
Certified Valuation Analyst
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
Chartered Financial Analyst (CFA) candidate for Level II
Chartered Financial Analyst Institute
Passed CFA Exam Level I (December 2019)
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
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