aaron crispino
Senior Analyst, M&A at LPL Financial
financial data analyst
methodical innovative financial data analyst extensive experience investment , data management , qualitative quantitative analysis .
LPL Financial
https://www.linkedin.com/company/lpl-financial
San Diego, California, United States
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Senior Analyst, M&A
Henry Schein
https://www.linkedin.com/company/henry-schein
• Prepare and analyze daily sales reports for domestic and international segments and distribute reports to key executives.
• Compile various sales metrics to track performance against budget and execute variance analyses to identify primary drivers.
• Complete monthly operational expenditure analysis for 10 departments and communicate results to each department manager.
• Perform ad hoc data warehouse report requests for global sales managers.
Carlsbad, California, United States
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Financial Analyst
POSEIDON WATER LLC
https://www.linkedin.com/company/poseidon-water-llc
• Supported project managers through review of $45 million project budget and provided analysis of inception-to-date expenses and revenues.
• Prepared financial data for Monthly Management Report and reconstructed process to improve efficiency and dependability.
• Assisted with preparation, dissemination, and tracking of 20+ monthly invoices and prepared periodic filings for project permits and reports.
• Coordinated with corporate accounting team, legal staff, and project management to ensure appropriate contract management and compliance.
Carlsbad, California, United States
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Financial Analyst
PartnersAdmin LLC
https://www.linkedin.com/company/partnersadmin-llc
•	Effectively maintained daily operations for client portfolio comprised of 45 alternative investment funds valued at over $1.4 billion in assets.
•	Aggregated financial data and developed financial reports to identify key factors driving variances between actual results versus forecasted performance.
•	Pioneered multiple long-term projects and executed problem solving analysis which resulted in increased productivity as well as effective use of organizational knowledge.
•	Scheduled, organized, and led consultant briefing workshops to create opportunities for business developments.
•	Improved previous method of tracking daily bank transactions by increasing organization, accuracy, and efficiency through various quality control checks.
•	Operational experience in driving process improvements within client relations and finance related processes.
Carlsbad, California, United States
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Client Operations Associate
TorreyCove Capital Partners LLC
https://www.linkedin.com/company/torreycove-capital-partners-llc
•	Successfully managed client relations for public retirement fund with a portfolio consisting of over 75+ funds.
•	Compiled and analyzed over 300 pages of financial data related to private equity funds across various strategies and consolidated key points into a comprehensive quarterly performance report.
•	Supervised and managed workload of 16 personnel in data analysis and was accountable for a portfolio consisting of over $5.1 billion in commitments.
•	Published portfolio company performance overviews and index reports on a quarterly basis for over 45 private equity funds.
•	Contributed to establishing a new process improvements to enhance data analysis and modeling capabilities; increasing the speed, accuracy and efficiency of the work produced.
San Diego, CA
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Senior Risk Management Analyst
TorreyCove Capital Partners LLC
https://www.linkedin.com/company/torreycove-capital-partners-llc
•	Optimized data collection procedures and generated reports on a weekly, monthly, and quarterly basis for over 65 private equity funds.
•	Assessed and identified discrete portfolio risk through the daily oversight of cash flows and company financial performance, including the verification of data and fund compliance with partnership agreements.
•	Managed the amendment review process; coordinated with individuals of the firm’s amendment committee and legal counsel to interpret and provide formal recommendations on amendments to partnership agreements.
•	Reconciled firm’s records of monthly transactions with outside custodial bank statements to ensure accuracy of cash flow records.
•	Demonstrated ability to prioritize concurrent requirements and accommodated numerous client requests and daily tasks.
San Diego, CA
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Risk Management Analyst
Bachelor of Arts (B.A.)
Mathematics
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Concordia University Irvine
https://www.linkedin.com/school/concordia-university-irvine/
https://www.linkedin.com/in/markskeans
San Diego, CA
Mark Skeans
Financial Analyst | Hologic
https://www.linkedin.com/in/anthony-amador
Irvine, CA
Anthony Amador
Associate, Investment Research at Canterbury Consulting
https://www.linkedin.com/in/zac-bowman-b598b2a7
El Cajon, CA
Zac Bowman
Math Teacher
https://www.linkedin.com/in/erick-domogma-980494165
San Diego County, CA
Erick Domogma
Sales Support Lead at ADW Acosta
https://www.linkedin.com/in/darlene-jackson-13034a133
Carlsbad, CA
Darlene Jackson
Senior Property Manager at Realty Income Corporation
https://www.linkedin.com/in/stephen-stantz
Carlsbad, CA
Stephen Stantz
Financial Planning & Analysis at Henry Schein
https://www.linkedin.com/in/hailleausher
Greater Orlando
Haille Ausher
Senior Customer Experience Analyst at Henry Schein
https://www.linkedin.com/in/benmuhr
Sandy, UT
Ben Muhr
Director Sales Operations at Henry Schein One
https://www.linkedin.com/in/jcwestfall
Sapulpa, OK
Jamie Westfall
Product Analyst at Henry Schein One
https://www.linkedin.com/in/jennifer-merrill-4a03a7128
San Diego, CA
Jennifer Merrill
Business Supervisor Sharp Rees Stealy Medical Group
https://www.linkedin.com/in/miles-mccorkendale-582180172
Los Angeles Metropolitan Area
Miles McCorkendale
Security Engineer at Planet
https://www.linkedin.com/in/brandonknupp
San Diego, CA
Brandon Knupp
Senior Analyst, Corporate FP&A at LPL Financial
https://www.linkedin.com/in/roberto-vasquez-rios
El Cajon, CA
Roberto Vasquez
Developer at TC Management
https://www.linkedin.com/in/carneya
Oceanside, CA
Alexander Carney
Information Systems engineer. US Navy (Vet).
https://www.linkedin.com/in/taylor-phillips-89a353136
Nashville Metropolitan Area
Taylor Phillips
Financial Analyst at AllianceBernstein
https://www.linkedin.com/in/joseph-lee-0b3ab2119
San Francisco, CA
Joseph Lee
Senior Analyst at Upgrade, Inc.
https://cn.linkedin.com/in/zhixin-deng
China
Zhixin Deng
Financial Analyst at East West Bank
https://www.linkedin.com/in/kunal-chitnis-42a981109
Nashville Metropolitan Area
Kunal Chitnis
Financial Analyst | MS in Financial Risk Management | Cleared CFA Level I | Data Visualization and Business Intelligence
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Hedge Fund, Private Equity & Alternative Investments Networking Group
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Finance Plus: Private Equity, Venture Capital and M&A News
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Concordia University Irvine MBA Group
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Private Equity Investment Group | Powered by www.InvestorClub.com
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