Grant Anthony

Location

Portland, OR
San Diego, CA
Education
    California State University-San Marcos
    August 2020 - June 2022
    degree
    Bachelor's
    major
    Finance
    California State University
Work Experience
    LPL Financial
    M&A Analyst
    January 2024 - present
    company
    LPL Financial
    title
    M&A Analyst
    LPL Financial
    Investment Product Analyst
    September 2022 - present
    Chicago Capital Funds
    Accounts Payable Intern
    June 2022 - August 2022
Skills
AccountingAccounts PayableAdministrative LawsAnnuity InvestmentsAutomationBilling ProcessesBudgeting SkillsBusiness AdministrationBusiness AnalysisBusiness PlanningBusiness Relationship ManagementBusiness ValuationCorporate FinanceDashboardsData AnalysisDatabase AnalysisDatabasesData Driven TestsData VisualizationExcel MacrosFinancial Industry Regulatory AuthoritiesFinancial ManagementFinancial PlanningFinancial SecuritiesForecasting SkillsFundraisingKnowledge of FinanceKnowledge of MathematicsMergers and AcquisitionsMicrosoft ExcelPassionateProblem SolvingRegulatory ComplianceSalesforce.ComSeries 66 Uniform Investment Adviser : Combined State Laws LicenseSeries 7 General Securities Representative License (Stockbroker)Team WorkingVenture Capital