Aaron Vaccaro [email protected] • (530) 313-8442 EDUCATION Claremont McKenna College, Claremont, CA Master’s Program in Finance GMAT: 740 (Q: 47 | V: 45), BAT: 680 (99th Percentile) Coursework: Mergers & Acquisitions, Corporate Financial Management, Investments, Financial Reporting Whitworth University, Spokane, WA Bachelor of Arts in Mathematical Economics, Minor in Computer Science, cum laude GPA: 3.6/4.0 Honors: Dean’s List, NCAA Scholar All American (Swimming), Physics Scholarship, Federal Reserve University Symposium Coursework: Financial Markets & Institutions, Mathematical Statistics, Econometrics, Software Engineering May 2015 May 2014 EXPERIENCE WestRiver Management, Kirkland, WA June 2014 – August 2014 Investment Analyst Intern Worked on a variety of private debt and equity deals in technology and life science industries, including writing company summaries, researching precedent transactions, assisting with due diligence, and modeling investment returns Built a complete dashboard for mezzanine portfolio showing all deal terms, company information, financial models, and portfolio returns Modeled cash flow projections and performance for mezzanine fund based on interest income, loan fees, and warrant values Created a comprehensive database of comparable transactions and public companies that will be used for modeling portfolio company exits Goldman Sachs, Seattle, WA June 2013 – August 2013 Summer Analyst – Investment Management Division Analyzed a private equity portfolio and back-tested against alternate strategies to compare performance; advisor presented analysis to client and used the materials for discussion on private vs. public equity Researched and presented on food and beverage industries in the Pacific Northwest, isolating companies that could sell for over $100 million and have concentrated ownership, potentially creating liquidity and new client opportunities Helped build a model to project performance of call and put writing strategies using Greek measures and Bloomberg data Created portfolio review presentations for over 30 client meetings and assisted management with ad hoc tasks Capstone Financial Group, Folsom, CA June 2012 – August 2012 Summer Intern – Wealth Management Prepared financial advisors for client meetings by organizing client files, compiling account summaries, ordering sales material, briefing advisors on recent account activity and corresponding with clients Processed new business, working with clients, advisors, and underwriters at corporate office to complete time-sensitive cases Designed new logo and marketing materials, including a detailed products and services brochure that is used by advisors company-wide LEADERSHIP Whitworth Student Investment Group, Spokane, WA President & Co-Founder April 2012 – May 2014 Managed $100K equity portfolio, overseeing 60 members in making investment decisions supported by public comparables and DCF valuation and advising group on macro investment strategy Increased group membership by over 300% in second year by recruiting in departments outside of the business school Worked with the University President to raise $250K from donor to build dedicated investment and trading center Designed and wrote six-week finance curriculum and taught analyst training program for over 80 new members Campus Celebrations LLC, Spokane, WA July 2012 – June 2014 Founder Founded the company to serve a niche market by delivering birthday cakes and care packages to university students Expanded to two universities and hired three employees to assist with web design, marketing, logistics, and production Ran day to day operations such as baking, purchasing, and customer service, as well as marketing strategy and new product development SKILLS & INTERESTS Skills: Capital IQ, Stata, C++, SQL, HTML, CSS, JavaScript, VBA, PowerPoint, Excel, Access Activities: 4-time NCAA All American in Swimming, Physics Tutor, Campus Tour Guide, Intern for America’s Foundation for Chess Interests: Collecting pineapple art, investing, youth entrepreneurship, genealogy
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