
Ian Cash

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About me
Pricing and Revenue Analyst at SWIVEL Payments
Education

Texas State University
2018 - 2021Bachelor of Business Administration - BBA Accounting 3.83
The University of Western Australia
2016 - 2017Bachelor of Business Administration - BBA Finance 3.88
Texas State University
2018 - 2021Bachelor of Business Administration - BBA Finance 3.83Activities and Societies: McCoy Student Managed Investment Fund, Theta Chi Fraternity, Beta Gamma Sigma International Business Honor Society

Austin Community College
2017 - 2018Bachelor of Business Administration - BBA Finance 4.0
Experience

Raising Cane's Chicken Fingers
Aug 2017 - Dec 2019- Responsible for managing the operations, people, and business of the restaurant - Must monitor and control the labor cost, waste cost, sales, and costs of goods- Provide accurate inventory data and responsible for ordering the goods for operations- Motivate, train, and monitor crewmembers’ productivity by setting goals each shift - Responsible for training new crew members- Accountable for teaching and upholding the procedural standards of crew members- Extension of the management team
Shift Manager
Aug 2018 - Dec 2019Crew Trainer
Aug 2017 - Aug 2018

Charter Brokerage LLC
Jun 2019 - Aug 2019Finance Internship- Consolidated drawback claims and contracts into the company wide Content Management System- Sorted & filed bills of lading- Prepared duty drawback claim calculations for clients using Excel

Student Managed Investment Fund - Texas State University
Feb 2021 - May 2021International Equities Manager• Elected as the manager for the international equities portion of $1.3 million student managed university endowment portfolio.• Evaluating companies using DCF, Three Statement Financial Modeling, comparable companies, and fundamental analysis.• Key driver in portfolio allocation for Information Technology sector & internationals portfolio

Charter Brokerage LLC
Jun 2021 - Aug 2021Summer Internship
Student Managed Investment Fund - Texas State University
Sept 2021 - Dec 2021Senior Portfolio Manager• Elected as the senior portfolio manager of the $1.4 million student managed university endowment portfolio.• Evaluating companies using DCF, Three Statement Financial Modeling, comparable companies, and fundamental analysis.• Responsible of final decisions made regarding asset allocation and what securities to buy, hold, and sell

AllianceBernstein
Jan 2022 - Nov 2022SMA Analyst
SWIVEL
Nov 2022 - nowPricing and Revenue Analyst
Licenses & Certifications
- View certificate

FactSet Essentials: Portfolio Analysis
FactSetOct 2021
Honors & Awards
- Awarded to Ian CashDean's List McCoy College of Business Administration May 2020
- Awarded to Ian CashDean's List McCoy College of Business Administration Nov 2019
- Awarded to Ian CashDean's List McCoy College of Business Administration May 2019
- Awarded to Ian CashDean's List McCoy College of Business Administration Dec 2018
Volunteer Experience
Community Service Coordinator
Issued by Theta Chi Fraternity on Jan 2020
Associated with Ian CashTreasurer
Issued by Theta Chi Fraternity on Oct 2020
Associated with Ian Cash
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