Jackson Davy

Jackson Davy

Financial Auditor

Followers of Jackson Davy3000 followers
location of Jackson DavySalt Lake City, Utah, United States

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  • Timeline

  • About me

    Secondaries | Direct, LP & GP-Led Transactions | VC & Growth Equity | Finance Major at University of Utah, David Eccles School of Business

  • Education

    • University of Utah - David Eccles School of Business

      2022 - 2024
      Bachelor of Science - BS Finance GPA: 3.88 Senior
  • Experience

    • University of Utah

      Sept 2022 - now
      Financial Auditor

      Contributed to annual budget creation of $4.6M and revenue/expense forecasting on MS ExcelCompiled daily revenue reports based on actuals to provide executives with actionable insightsDelivered exceptional customer service to ~100 guests per day in person and over the phone

    • Edenic Properties

      Feb 2023 - Nov 2023
      Founder & CEO

      Managed a start-up budget of $10k and 1 employee in the wholesale real estate industryConducted market research and analysis to identify profitable financial investment opportunitiesTracked and analyzed key performance indicators to measure success and identify inefficiencies

    • Velvet

      May 2023 - now

      Demo AI-driven automation tool to enhance VC due diligence process, resulting in 50+ usersInnovate sales processes for a network of LPs and GPs, boosting pipeline efficiency by 25%Coordinate sales and marketing efforts with the sophisticated needs of 250+ clients Broker $10M in secondaries transaction volume in private growth equity opportunitiesSource deal flows discreetly from network of high-touch relationships to build a pipeline of leadsConduct due diligence to identify suitable investments for clients based on their criteria Produced GP-focused market analysis on macroeconomics, valuations, and fundraising dynamicsInterviewed 40+ fund managers across HF, VC, and PE sectors to identify private market trendsCreated LP-targeted ‘State of the Market’ reports, driving heightened capital allocations

      • Sales Associate

        Feb 2024 - now
      • Private Placement Agent, Decheque Securities LLC

        Sept 2023 - now
      • Investment Research Analyst

        May 2023 - Jan 2024
  • Licenses & Certifications

    • Series 7

      FINRA
      Nov 2023
    • Securities Industry Essentials (SIE)

      FINRA
      Aug 2023
    • Series 66

      FINRA
      Sept 2024
    • Series 63

      FINRA
      Dec 2023
  • Honors & Awards

    • Awarded to Jackson Davy
      Dean's List: All Semesters -
    • Awarded to Jackson Davy
      Scholarship: Western Undergraduate Exchange -