Talk to sales Try for Free
Diego Contreras

Diego Contreras

Followers of Diego Contreras417 followers
location of Diego ContrerasSalt Lake City, Utah, United States

Connect with Diego Contreras to Send Message

Connect

Connect with Diego Contreras to Send Message

Connect

  • Timeline

  • About me

    Business Valuation Associate at Dreamrunner LLC

  • Education

    • Southern Utah University

      2021 - 2024
      3.86 GPA

  • Experience

    • Southern Utah University

      Dec 2022 - Aug 2024

      - Actively trade real funds and compete against 20 other universities.- Conducted financial analysis, created DCF’s and constructed a portfolio of value stocks-Tracked the performance of the portfolio on a weekly basis to compare to peers - Managed a $125,000 multi-asset portfolio (Equities, Bonds and Alternatives)- Collaborated with a team of three to make informed investment decisions and ensure compliance with investment policies- Analyzed in depth the equities market to diversify (Large caps, mid caps, small caps, value andgrowth

      • Investments Scholar Group Portfolio Manager

        Aug 2023 - Aug 2024

      • Portfolio Manager SUU Endowment

        Jul 2023 - Aug 2024

      • Office Assistant

        Dec 2022 - Dec 2023

    • Kinect Capital

      Nov 2023 - Aug 2024
      Investor Liaison

      - Review and evaluate over 40 diverse pitch decks submitted by startups, assessing business models, market positioning, financial projections, and growth strategies.- Collaborate closely with CEOs to verify and clarify key data points, helping to enhance the accuracy and reliability of investment-related information presented to stakeholders.

    • Dreamrunner Consulting

      Dec 2023 - now
      Business Valuation & Forensic Accounting Associate

      - Valuated 25+ different business using asset, market or income approaches to reach a determined value for the business- Worked on different management consulting, forensic accounting and economic damages cases- Researched over 10 different industries to perform valuation on businesses to use for projections- Written 25+ reports summarizing the process for different business valuations methods alongside with research done

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Diego Contreras
      CFA Research Challenge CFA Society Salt Lake Feb 2024 Led my team to finsh 4th place in the state of Utah in the CFA Research Challenge in which we did equity research on Traeger Grills (COOK) to give a value for their stock. This involved analyzing their business, their industry and the best approach to value the business.
    • Awarded to Diego Contreras
      FMA Finance Conference Case Competition Financal Management Association Mar 2023 Finish 2nd place in a company valuation competition in New York. The valuation was about Manchester United from which we had to look at quantitative and qualitative indicators to provide the best educated guess for the price of Manchester Unitedin the next 5 years. I applied various financial models (DCF, WACC, Industry multiples, etc) to estimate “ManchesterUnited” stock price and presented our findings in front of 250 people.

  • Volunteer Experience

    • Finance Club President & Finance Representative

      Issued by Southern Utah University on May 2023
      Southern Utah UniversityAssociated with Diego Contreras