Jacob Torgerson

Experience

• 

  University of North Texas

  Aug 2019 - May 2020

  Dining associate / Server
• 

  Sandler Law Group

  Mar 2020 - Aug 2022

  Document Preparation Closer

  • Collaborate with lenders and mortgage companies to review mortgage documents • Input data points from source documents to prepare additional documents for mortgage loans • Communicate with lenders and auditors within and outside the company to ensure compliance • Calculate and prepare escrow and P&I amortization information from source documents • Awarded ‘Rising Star’ in 2020 for high achievement

• 

  DoorDash

  Aug 2020 - Jan 2022

  Courier

  • Collected, Transported, and delivered parishables while ensuring proper transporting requirements to achieve customer satisfaction.

• 

  UNT Student Investment Group

  Aug 2021 - Dec 2022

  • Analyze financial performance of public firms in order to perform equity valuation using several valuation methods (intrinsic and relative)• Utilize Bloomberg Terminal software to research financial and economic data• Monitor and evaluate the competitive environments for a variety of industries• Analyze company and industry news, quarterly and annual reports, and their respective SEC filings (10-K, 10-Q)• Forecast future free cash flows to construct a DCF model in order to value the firm’s equity• Create and present attractive and informative PowerPoint presentations to a group of fellow analysts, portfolio managers and faculty• Generate recommendations that contribute to the allocations of the fund’s >$1M in AUM Show less

  • Senior Equity Research Analyst

    May 2022 - Dec 2022

  • Equity Research Analyst

    Jan 2022 - Jun 2022

  • Junior Equity Research Analyst

    Aug 2021 - Dec 2021
• 

  Katzen Marshall

  Aug 2022 - now

  Valuation Analyst

  Perform business valuations using the asset approach, income approach, and market approach. Purposes include estate planning, M&A consulting, ESOP, and more.Completed valuation assignments for entities ranging from small family partnerships to multi-million dollar enterprises.• Prepare executive reports based on valuation analysis• Conduct industry research utilizing several financial and market research platforms• Analyze and model financial data to perform valuation analysis Show less