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Daniel Althouse, CFA

Daniel althouse, cfa

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location of Daniel Althouse, CFASeattle, Washington, United States
Phone number of Daniel Althouse, CFAView Mobile No.
Followers of Daniel Althouse, CFA1000 followers

  • 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