Casey Rogstad

Spokane, Washington Area United States

Equity Research Analyst | Entrepreneur | Life-Long Learner

Finance / Banking / Insurance

My passion is analyzing investments. I have experience in financial analysis, valuation, and modeling. Looking for a Financial Analyst role in asset management or corporate finance. • FINANCE EXPERIENCE 2018 Level III Candidate in the CFA Program. Passed Level I in December 2016 and Level II in June 2017 Managed two equity portfolios, a dividend strategy and a growth strategy, worth over $83 million Competed in the 2016 CFA Institute Research Challenge and won the Spokane Region Served as CFO for the Whitworth Student Investment Group, managing $115,000 of Whitworth University's endowment • LEADERSHIP Led an in-house research department, which included investment research on indivi...