JP Dayton

JP Dayton

Assistant

Followers of JP Dayton78 followers
location of JP DaytonSan Luis Obispo, California, United States

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  • Timeline

  • About me

    Research Analyst at Berg Capital Markets, LLC

  • Education

    • Arizona State University - W. P. Carey School of Business

      2019 - 2022
      Bachelor of Arts - BA Financial Planning and Services

      "The W. P. Carey School of Business at Arizona State University is one of the top-ranked business schools in the United States. The school is internationally regarded for its research productivity and its distinguished faculty members, including a Nobel Prize winner."

    • WU (Vienna University of Economics and Business)

      2021 - 2021
      Bachelor of Arts - BA Financial Planning and Services
  • Experience

    • Galen Ventures

      Jan 2018 - Feb 2020
      Assistant

      • Executed industry-specific research to identify the competitive landscape, including the value, premium, and super-premium alcoholic beverage industries• Conducted analysis of market sizes, identified competitive advantages of key players, and evaluated attractive opportunities in the market, including craft versus mainstream segments• Participated in both domestic and foreign travel to establish key suppliers that would reduce costs by 10% or more

    • Berg Capital Markets, LLC

      May 2023 - now
      Research Analyst

      • Match client company profiles with applicable potential investors and communicate the opportunities, resulting in 10-plus new successful client/investor introductions on a $25M Series C investment round• Participate with KIP principals in discovery calls/meetings with executives of potential investment targets and conduct market and financial due diligence on new investment opportunities• Identify potential institutional investor relationships and conduct comprehensive research on their team, strategies, historical portfolio, and other relevant investment criteria Show less

  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Apr 2023
  • Volunteer Experience

    • Volunteer

      Issued by Global Connection International on Jan 2007
      Global Connection InternationalAssociated with JP Dayton
    • Volunteer

      Issued by DIGDEEP Water on Jan 2017
      DIGDEEP WaterAssociated with JP Dayton
    • Volunteer

      Issued by Cherry Hills Community Church on Jan 2012
      Cherry Hills Community ChurchAssociated with JP Dayton