James Brennan Resume
JAMES BRENNAN
2025 FEDERAL AVE #1 , LOS ANGELES , CA , UNITED STATES
SUMMARY
Educated in valuation and analysis of traditional and alternative investments
Experienced with Excel, Powerpoint, R Code, Tableau, SQL, and Bloomberg
Understanding of GAAP
Seeking to attain both CFA and MBA
Strong desire to enter financial industry
Managerial experience in start-up
EDUCATION
PEPPERDINE UNIVERSITY
B.S. Finance
Educated in the valuation methods used for Capital Market Financial Assets.
Focused on Financial and Investment Analysis (IRR, MIRR, NAV, CAPM, etc.)
High level Micro and Macro Economic classes.
GPA: 3.4
2014 – 2018
EXPERIENCE
ANCHOR LOANS LP
Calabasas, CA // Valuations Analyst
Provide analytical and asset management support on a portfolio of mixed-use properties
Perform accurate underwriting analysis on property types including (Single Family Residence,
Condominiums, Multifamily 1-4 units, manufactured residence) using company proprietary systems and
additional data sites
Engage in thorough review of the sponsor and credit worthiness
Conduct market research and analysis for properties and markets considered for acquisition, development,
or asset management. Review and analyze market data trends, property tax records and other relevant data.
Manage deadlines and provide timely reviewed value opinions.
Communicate with field inspectors to verify property conditions and red flags.
Analyze and re-value properties in the current active portfolio for extensions and loan security.
Result: Contributed in analyzing $500+ million in Real Estate Investment origination for fiscal 2018. Took
part in streamlining in-house software.
08/2018 – present
NORTHWESTERN MUTUAL
Woodland Hills, CA // Financial Advisor Intern
Evaluated investment opportunities and client needs; recommended appropriate strategies
Analyzed prospective clients’ investment portfolios and financial planning
Attracted new clients through professional networking and referrals
06/2017 – 08/2017
ADDITIONAL
EXPERIENCE Jolt Gear (Start Up)
Los Angeles, CA // Operations Analyst // 01/2019 - present
Provided monthly financial reports and trend analyses per product
Generated cost analysis of new products and business ventures
Took part in long-term financial planning and analysis of future investments
Converted large sets of data into visual presentations for management
Regularly conducted financial analysis of product performance and current investments.
SKILLS
Computer: Excel, Word, PowerPoint, R Code, Tableau, SQL, Bloomberg
Language: Conversational Italian
JAMES BRENNAN
2025 FEDERAL AVE #1 , LOS ANGELES , CA , UNITED STATES
SUMMARY
Educated in valuation and analysis of traditional and alternative investments
Experienced with Excel, Powerpoint, R Code, Tableau, SQL, and Bloomberg
Understanding of GAAP
Seeking to attain both CFA and MBA
Strong desire to enter financial industry
Managerial experience in start-up
EDUCATION
PEPPERDINE UNIVERSITY
B.S. Finance
Educated in the valuation methods used for Capital Market Financial Assets.
Focused on Financial and Investment Analysis (IRR, MIRR, NAV, CAPM, etc.)
High level Micro and Macro Economic classes.
GPA: 3.4
2014 – 2018
EXPERIENCE
ANCHOR LOANS LP
Calabasas, CA // Valuations Analyst
Provide analytical and asset management support on a portfolio of mixed-use properties
Perform accurate underwriting analysis on property types including (Single Family Residence,
Condominiums, Multifamily 1-4 units, manufactured residence) using company proprietary systems and
additional data sites
Engage in thorough review of the sponsor and credit worthiness
Conduct market research and analysis for properties and markets considered for acquisition, development,
or asset management. Review and analyze market data trends, property tax records and other relevant data.
Manage deadlines and provide timely reviewed value opinions.
Communicate with field inspectors to verify property conditions and red flags.
Analyze and re-value properties in the current active portfolio for extensions and loan security.
Result: Contributed in analyzing $500+ million in Real Estate Investment origination for fiscal 2018. Took
part in streamlining in-house software.
08/2018 – present
NORTHWESTERN MUTUAL
Woodland Hills, CA // Financial Advisor Intern
Evaluated investment opportunities and client needs; recommended appropriate strategies
Analyzed prospective clients’ investment portfolios and financial planning
Attracted new clients through professional networking and referrals
06/2017 – 08/2017
ADDITIONAL
EXPERIENCE Jolt Gear (Start Up)
Los Angeles, CA // Operations Analyst // 01/2019 - present
Provided monthly financial reports and trend analyses per product
Generated cost analysis of new products and business ventures
Took part in long-term financial planning and analysis of future investments
Converted large sets of data into visual presentations for management
Regularly conducted financial analysis of product performance and current investments.
SKILLS
Computer: Excel, Word, PowerPoint, R Code, Tableau, SQL, Bloomberg
Language: Conversational Italian