James Langner, CFA

Experience

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  Chapman University

  Aug 2014 - Dec 2014

  Tutor

  • Aided 4 fellow students in understanding the concepts of microeconomics and learning effective study and note taking habits• Led weekly, one-on-one study sessions that reviewed and expanded on the material discussed in class• Created study guides for each exam and offered flexible hours to provide the most beneficial service to the students• Improved midterm and final grades by an average of 19%

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  Waddell & Reed

  Sept 2014 - Nov 2014

  Student Intern

  • As a Financial Research Analyst, analyzed individual equities using technical and fundamental techniques • Allocated appropriate retirement, college, and investment plans for educational purposes

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  Financial Residency at Chapman University

  Jun 2015 - Dec 2016

  • Participate in the intercollegiate CFA of Orange County portfolio competition placing first in 2014, 2015, and 2016• Lead the composition of the CFA of Orange County portfolio competition report and participate in the research of multiple asset classes include US Equities, Emerging Markets, Real Assets, Real Estate, and Economic Forecast• Compete in the CFA Research Competion placing 1st in the written report and 2nd in the presentation for the regional competition • Organize recruitment, group meetings, and other group events Show less

  • Senior Portfolio Manager

    Sept 2015 - Dec 2016

  • Junior Portfolio Manager

    Feb 2014 - Sept 2015

  • Research Fellow

    Jun 2015 - Aug 2015
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  Zuvich Corporate Advisors

  Mar 2016 - May 2016

  Market Research Intern

  • Created sales presentations for prospective clients including market statistics and appropriate commercial property selections• Researched recent transactions within the Southern Orange County market through CoStar and communicating with agents• Analyzed trends in pricing and market movements within Orange County and aided in the composition of a quarterly market report

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  CIT Commercial Services

  Jun 2016 - Aug 2016

  Summer Intern

  • Composed two Requests for Credit Approval including market research, financial analysis, credit analysis, accounts receivable management, and inventory management• Aided New Business with the accumulation of over 200 prospective clients for two financial products and input contact information for over 400 decision makers into Sales Force• Participated in a field audit of a special mention client to ensure the collateral behind the loan matches the reports

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  Booz Allen Hamilton

  Mar 2017 - Sept 2017

  Consultant

  • Support clients with enterprise execution reports, ad hoc financial analysis, and building dashboards in Tableau and Access• Send data calls to 10 suborganizations and manage 4 databases to ensure consistency across planned costs and expenditures• With 2 coworkers, composed a cross-functional case study including Spend Plan analysis for a corporate Tableau competition • Aided in the analysis and presentation of 4 internal projects involving Human Resources and Client Relationship Management • Completed the Acquisitions 101 course provided by DAU and training courses in Excel, PowerPoint, Tableau, and Access Show less

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  Allied Universal

  Sept 2017 - now

  • Director, Strategy & Operations

    Apr 2023 - now

  • Manager, Strategy & Operations

    Apr 2020 - Mar 2023

  • Sr. Analyst, Strategy & Operations

    Apr 2019 - Apr 2020

  • Strategy & Operations Analyst

    Sept 2017 - Mar 2019