Talk to sales Try for Free
Daniel Althouse, CFA

Daniel Althouse, CFA

Sales Associate

Followers of Daniel Althouse, CFA1000 followers
location of Daniel Althouse, CFASeattle, Washington, United States

Connect with Daniel Althouse, CFA to Send Message

Connect

Connect with Daniel Althouse, CFA to Send Message

Connect

  • Timeline

  • About me

    Senior Product Manager, Data Delivery | Finance | Data Engineering | Data Science

  • Education

    • CFA Institute

      -

      Exam Level 1 Date - December 2016 - PassedExam Level 2 Date - June 2017 - PassedExam Level 3 Date - June 2018 - Passed

    • The Bush School

      -

    • UW Professional & Continuing Education

      2013 - 2013
      Certificate Accounting (Intensive) 3.5/4.0

      Please find the copied link below for a more detailed description of this course. http://www.pce.uw.edu/certificates/accounting-intensive.html

    • Lewis and Clark College

      2008 - 2012
      Bachelors Economics, Focus in Management

      Activities and Societies: -Keller Law and Entrepreneurship Scholar, -President and Co-Founder of Lewis & Clark College Student Investment Club, -Lewis and Clark Dean's List -ASLC Student Finance Committee

  • Experience

    • Sunspots Vacation Rentals

      Jun 2008 - Aug 2008
      Sales Associate

    • Morgan Stanley Private Wealth Management

      May 2011 - Aug 2011
      Wealth Management Intern

      Worked closely with a wealth management team to assist in the creation of client investment portfolios. Learned proper money management and asset allocation skills to allow for long-term financial stability through prudent investments. Provided excellent customer service to established clients in person and potential clients via phone calls and letters.

    • Aginsky Consulting Group

      Jan 2012 - Jul 2012
      Valuation & Financial Analyst

      Consulted on a myriad of different projects and worked with a diverse clientele. Assisted on projects related to mergers & acquisitions, property management, business development, and contract negotiation. Coordinated brokerage deals ranging from $250,000 to $10,000,000 in price. Negotiated with many international brokers and clients, learning negotiation skills and proper business etiquette. Was able to flex an entrepreneurial spirit by being supported on personal projects.

    • Moss Adams LLP

      Nov 2013 - Sept 2015
      Business Assurance

    • Starbucks

      Oct 2015 - Feb 2020

      • Sr. Analyst, FP&A - Global Supply Chain

        Mar 2019 - Feb 2020

      • Sr. Analyst, FX and Commodity Risk Management - Treasury

        Dec 2017 - Mar 2019

      • Capital Structure & Risk Management - Treasury

        May 2017 - Dec 2017

      • Global Treasury Operations

        Oct 2015 - May 2017

    • Amazon

      Feb 2020 - now

      • Senior Product Manager

        Oct 2022 - now

      • Finance Manager, SCOT Finance

        Feb 2020 - Oct 2022

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2018

  • Volunteer Experience

    • Mentor

      Issued by Big Brother Big Sister Foundation on Mar 2016
      Big Brother Big Sister FoundationAssociated with Daniel Althouse, CFA

    • Board Member

      Issued by Northwest Association for Financial Professionals on May 2017
      Northwest Association for Financial ProfessionalsAssociated with Daniel Althouse, CFA

    • Mentor

      Issued by Community for Youth on Sept 2017
      Community for YouthAssociated with Daniel Althouse, CFA