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Daniel J. Smith DANIELJSMITH@CSU.FULLERTON.EDU

ENGINEER, INVESTOR

Hi, my name is Daniel Smith, and I am a professional electrical engineer (CA Licence E19700), MBA Candidate at Cal State Fullerton, and Equity Research Analyst for Titan Capital Management. I enjoy building, developing, analyzing, and investing. For the past 10 years I've been working as a project engineer within the energy services industry for Chevron, OpTerra Energy Services (Oaktree Capital), and now ENGIE. I am concurrently working on my MBA in Finance to pursue a career within investment management.

EDUCATION

MBA FINANCE CANDIDATE

CALIFORNIA STATE UNIVERSITY FULLERTON

AUGUST 2019

BS, MECHANICAL ENGINEERING

UNIVERSITY OF CALIFORNIA SAN DIEGO

DECEMBER 2005

EXPERIENCE

Titan Capital Management: a twelve-month program where select students manage a $1.3 million fund of the CSUF Philanthropic Foundation endowment, under an Advisory Board of faculty and finance professionals.

Equity Analyst: May 2018 - Present

Analyzed legacy holdings and proposed opportunities to align portfolio with fund’s Investment Policy Statement

Leveraged engineering experience and modeling skills to value securities via discounted cash flow analyses

Collaborated within a decentralized team of eight analysts to gain consensus and decide investment strategy

OpTerra Energy Services/ENGIE Services US: ENGIE is a diversified utility and largest supplier of energy services in the world. ENGIE's global revenues were $76 billion in 2017.

Lead Project Engineer: April 2015 - Present

Project Engineer: September 2014 - April 2015

Calculated revenues, profits for solar power purchase agreements (PPA), $17 million in value

Authored business plan to value and acquire photovoltaic systems from struggling U.S. solar companies

Served as Regional Procurement Manager for PV; pricing effort enabled $86 million revenue across local region

Collaborated in work-group tasked to evaluate company culture and publish values; awarded bonus for results

Chevron Energy Solutions Company: improved public sector clients’ performance with innovative efficiency and renewable projects.

Project Engineer: September 2007 - August 2014

Executed due-diligence for Renewable Power Business Unit

Passed CA professional electrical engineer exam in April 2011; received license and awarded capability bonus

Contributed financial analysis for energy performance contracts, $32 million in revenue

Modeled photovoltaic (PV) production and utility savings used for more than $10 million in project revenues

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