Caleb Flores is a high-level expert, that works in Prime Healthcare main office of which is in 264. as a Financial Planning Analyst since 2019. Caleb gained professional experience in more than seven positions at various companies. Caleb Flores went to the California State University - Fullerton, Mihaylo College of Business and Economics and got education there from 2010 to 2012. This person has these professional qualifications: Passed Cfa Level 1. Los Angeles, California is the city, where this professional was known to settle. Caleb Flores's phone number and email can be accessed through SoftwareOfficial by request.
Name variants:
Cal Flores
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 4, 2022
Email
ca**@pacificlife.com
Location
Los Angeles, CA
Company
Workplace
Financial Planning Analyst
Ontario, CA
Industry
Hospital & Health Care, General Hospital, Hospital Management Company, Management Services
Colleagues
Work History
Financial Analyst
Irvine, CA
Updating data for the forecast model, such as revenue assumptions, actuals,
charts and graphs, and summary tables.
Analyze research analyst reports and models and prepare comparisons to t...
Feb 2018 — Nov 2018
Equity Analyst
Industry coverage and reports
basic materials, and consumer goods. Financial modeling
basic materials, and consumer companies. Valuation
Forecasted companies' targeted price for next two...
Mar 2017 — Sep 2017
Mutual Fund Complince Analyst
700 Newport Center Dr, Newport Beach, CA 92660
Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individ...
Apr 2016 — Feb 2017
Reporting Analyst
700 Newport Center Dr, Newport Beach, CA 92660
Analyze and manipulate large disparate data sets ultimately resulting in business intelligence that provides clarity and exposes opportunities in support of the Division’s Sales & Marketing ...
Jun 2014 — May 2015
Plfa Compliance Support
700 Newport Center Dr, Newport Beach, CA 92660
Assist in analyzing daily, monthly, quarterly, & annual compliance reports
proxy certs, 15cs, illiquid reports, etc.... CPO-PQR person of contact
intermediary between the custodial banks ...
Oct 2013 — Jun 2014
Equity Analyst
Taurus Growth Fund Associate - one of 12 selected members to manage and oversee the endowment’s public equity portfolio and analyzed prospective investment using fundamentals, bottom-up appr...
Jun 2012 — May 2013
Education
2011 — 2012
2007 — 2010
Occupations
Accountant
Financial Planning Analyst
Health Specialist
Hospital Care Professional
Financial Analyst
Artist
Model
Scientist
Research Analyst
Investor
Accounting Analyst
Health Professional
Health Practitioner
Research Assistant
Survey Researcher
Skills
Portfolio Management
Financial Analysis
Microsoft Excel
Equities
Financial Advisory
Mutual Funds
Financial Markets
Investment Strategies
Microsoft Word
Asset Allocation
Equity Research
Data Analysis
Financial Planning
Valuation
Investments
Personal Financial Planning
Strategic Financial Planning
Equity Capital Markets
Bond Markets
Capital Iq
Fundamental Analysis
Cash Flow
Microsoft Office
Bloomberg Terminal
Financial Modeling
Forecasting