Basim Elmashni

Basim Elmashni

Financial Advisor Summer Analyst

Followers of Basim Elmashni591 followers
location of Basim ElmashniSan Francisco Bay Area

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  • Timeline

  • About me

    Solutions Engineer

  • Education

    • West Linn High School

      2014 - 2017
    • Oregon State University

      2017 - 2021
      Bachelor of Science - BS Management Information Systems, General

      Activities and Societies: Dean's Academy, OSU Mentor Collective, Finance Club, Oregon State Investment Group, Cum Laude Honors

  • Experience

    • Bank of America Merrill Lynch

      Jun 2019 - Sept 2019
      Financial Advisor Summer Analyst

      Conduct product, market, and client research through Salesforce.Develop business acumen and understanding of domestic and international markets. Provide dedicated administrative and sales support for top Financial Advisors.Create and assist in managing portfolios for high-level clients ($1M-5M).

    • Oregon State University

      Sept 2019 - Jun 2020
      Student Support IT Technician I

      Troubleshoot hardware and software problems while working directly with vendors and customers. Implement designated escalation procedures for high-level issues.Monitor status of CRC systems and resources.Maintain computer labs and conduct printer maintenance.

    • Oregon State Investment Group

      Jan 2020 - Dec 2020
      Equity Research Analyst

      Perform detailed in-depth equity research including financial and risk analysis to build comprehensive Excel workbooks with relevant financial modeling (Discounted Cash Flow, Residual Income, Historical P/E, Relative)Aid in managing over $3.5 MM in assets on behalf of Oregon State University’s Foundation FundDevelop investment thesis on Apple Inc (NYSE: AAPL), Costco (NASDAQ: COST), TJX Companies (NYSE: TJX) and synthesize research findings into detailed reports and presentations Show less

    • Keturi LLC

      Jun 2020 - Sept 2020
      Investment Analyst

      Vet large-cap (>$10 BN enterprise value) companies narrowing it down to companies considered to be undervalued with potential long-term growth opportunities based on analysis and research findingsProvide Managing Director with detailed reports and Excel workbooks including financial modeling highlighting competitive advantages and risks to determine potential investments more efficientlyDevelop investment thesis and valuation analysis of Zynex Inc. (NYSE: ZYXI), involving creation of a discounted cash flow model, comparable companies’ analysis, and precedent transaction analysisConduct investment analysis as an analyst on equities held within a long-only fundAnalyze 10-K and earnings reports to identify competitor metrics and competitive advantages within the sectorConstruct historical valuation reports and forecast 10-year outlooks for firms' macroeconomic indicatorsCarry out due diligence on equity holdings within the portfolio and provide ad-hoc updates as to the performance and recommendations for the portfolio Show less

    • Oregon State University

      Sept 2020 - Jun 2021
      Student Support Technician II

      Work amongst a select team of student technicians responsible for technology support and administration of the College of BusinessAdminister end user Windows desktop environments as well as Windows and VMware server environmentsMonitor help desk ticket queues and responded to College of Business staff incidents/requests within a priority driven timeframeOperate within Salesforce CRM for both procurement and incident managementManage 200 thin and thick clients and their access to VMware View desktopsAdminister and update Microsoft Active Directory and Domain Group Policies Show less

    • Darktrace

      Nov 2021 - now

      - Member of the GTM team generating over $4MM+ in new logo business- Act as a technical point of contact between clients, partners, and software engineering and operations team- Accountable for the delivery of the Proof of Value engagement from end to end- Specialist in Incident Recovery and Management product space; advise as SME on conversations with CIOs- Present Threat Intelligence Reports and advise accordingly to variety of audiences from technical to C-level- Mentor and enable new sales engineers- Provide feedback and reporting to senior management on customer accounts- Oversee as trusted advisor and technical authority to the customer for architecture and integration decisions Show less

      • Solutions Engineer - Incident Recovery & Readiness Specialist

        Feb 2024 - now
      • Solutions Engineer

        Nov 2021 - Feb 2024
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Basim Elmashni
      Oregon Bankers Association Award Oregon Bankers Association Jun 2020
    • Awarded to Basim Elmashni
      Portland SIM Scholarship Portland Society for Information Management Jun 2020 Portland SIM is a leading organization for information technology executives. This scholarship awards student who show passion in pursuing a technical degree in Information Systems.
    • Awarded to Basim Elmashni
      Southern Glazer's Scholarship - Sep 2019
    • Awarded to Basim Elmashni
      Academic Achievement Award Oregon State University Sep 2017 Awarded to high school students with above a 27 ACT, and a 3.75+ cumulative GPA
    • Awarded to Basim Elmashni
      Steve Forysth Memorial Scholarship West Linn High School Jun 2017 Scholarship awarded to a deserving senior student at West Linn High School who wants to further their education.