Case studies
- Credit Model
- Forecasting
- Financial Modeling
- Credit Modeling
- Valuation/Acquisition Analysis Presentation
- Mergers & Acquisitions (M&A)
- Cost of Customer Acquisition
- Financial Modeling
- Forecasting
- Valuation
- DCF Modeling
David Seamans
Charleston, SC, United States
Member since December 18, 2016
Dave is a member of an advanced analytics team at a leading management consulting firm. He has extensive experience in building financial models (including valuation), data analytics, and financial planning and analysis. Prior to his current role, Dave raised debt and equity as an advisor for Merrill Lynch and as a partner of a hedge fund. As a freelancer, he enjoys helping a wider variety of clients solve financial problems.
David is now available for hire
Career Highlights
- Booz Allen Hamilton
- Drift Capital Partners
- Merrill Lynch, Pierce, Fenner & Smith, Inc.
Education
- Duke University
- CAIA Association
- Certified Financial Planner Board of Standards (CFP Board)
Select Certifications
- CAIA Association
- College for Financial Planning
- FINRA | Financial Industry Regulatory Authority
Industry Expertise
- Energy
- Financial Services
- Venture Capital
Other Expertise
- Financial Planning & Analysis (FP&A)
- Fundraising
- Mergers & Acquisitions (M&A)
- Portfolio Analysis
- Valuation
Employment
- Associate2017 - PRESENTBooz Allen Hamilton
- Worked as a member of an advanced analytics team.
- Built a complex optimization model for senior leadership to reduce time and costs.
- Provided strategic decision support with big data analytics.
Focus areas: Business Intelligence, Financial Modeling, Data Analysis, Pricing Analysis, Cost Reduction & Optimization, Financial Data Analysis - General Partner2016 - 2017Drift Capital Partners
- Worked as the portfolio manager for Drift Credit Opportunities Fund, LP.
- Structured and built an IRR calculator and financial model for a $50 million SPV to invest in credit instruments.
- Modeled an opportunity to buy a specialty finance company.
- Built a risk management tool to model discounted cash flows of the fund's credit investments.
- Managed and was responsible for business development, portfolio analytics, and investment analysis.
Focus areas: Mergers & Acquisitions, Portfolio Analysis, Financial Modeling, Data Analysis, Comparable Company Analysis, Capital Structure Analysis - Senior Portfolio Advisor | Financial Advisor2012 - 2016Merrill Lynch, Pierce, Fenner & Smith, Inc.
- Managed a combined $280 million in assets representing businesses, business owners, and executives.
- Structured and presented complex financial plans.
- Researched and analyzed countless investment opportunities for my team's clients.
Focus areas: Financial Modeling, Portfolio Analysis, Stock Analysis, Financial Planning - Associate2011 - 2012Tioga Energy
- Built a complex pricing tool to model and price sale-leaseback transactions for the outside sales teams.
- Wrote a Monte Carlo simulation to analyze compound annual growth rates of various inputs.
- Prepared financial proposals to develop, fund, build, and sell multi-million dollar energy projects.
- Grew the renewable energy financing startup to over 50 employees.
Focus areas: Financial Modeling, Revenue & Expense Projections, Pricing Analysis
Education
- Master of Business Administration (MBA) in Finance2018 - 2020Duke University - Durham, NC, USA
- Series 66 License in Finance2012 - 2017Financial Industry Regulatory Authority (FINRA) - Charleston, SC, USA
- Series 7 License in General Securities Representative, Finance2012 - 2017Financial Industry Regulatory Authority (FINRA) - Charleston, SC, USA
- Chartered Alternative Investment Analyst in Finance2016 - 2016CAIA Association - Charleston, SC, USA
- Certified Financial Planner in Finance2012 - 2016Certified Financial Planner Board of Standards (CFP Board) - Charleston, SC, USA
- Bachelor's degree in Physics, Economics2007 - 2011College of Charleston - Charleston, SC, USA
Certifications
- Chartered Alternative Investment AnalystAUGUST 2016 - PRESENTCAIA Association
- Certified Financial PlannerAPRIL 2016 - PRESENTCollege for Financial Planning
- Series 7/66OCTOBER 2012 - PRESENTFINRA | Financial Industry Regulatory Authority
