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Wall Street Oasis

E182: Truck Driver + Community College to Valuation Associate Making Close to $200k/yr in Under 5 Years

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 16 December 2021

⏱️ 51 minutes

🧾️ Download transcript

Summary

In this episode, Dave, aka CertifiedFinanceAce, shares his winding path and how he has found a great career as a senior valuation associate making over 10 times what he did just 5 short years ago. Listen to hear how the Great Financial Crisis in 2009 rocked his family life and his outlook, why he decided to start attending community college, how he transitioned to a 4 years school and managed not to take on any debt, how internships and the CFA helped open doors and the one strategy he has used to make almost every transition possible, including the latest to a senior valuation associate role where he is given a lot of autonomy and loves his job.

Transcript

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0:00.0

Hello and welcome.

0:07.7

I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast.

0:13.8

Join me as I talk to some of the community's most successful and inspirational members

0:17.7

to gain valuable insight into different career paths and life in general.

0:21.9

Let's get to it.

0:25.3

In this episode, Dave, aka Certified Finance Ace on WSO, shares his winding path and now he has

0:32.9

found a great career as a senior valuation associate making over 10 times what he did

0:37.2

just five short years ago as an intern.

0:40.0

Listen to hear how the great financial crisis in 2009 rocked his family life and his outlook,

0:46.2

why he decided to start attending community college, how he transitioned to a four-year school

0:51.1

and managed not to take on any debt, how internships in the CFA helped

0:55.0

open doors, and the one strategy he has used to make almost every transition possible,

0:59.9

including the latest to a senior valuation associate role where he's given a lot of autonomy

1:04.0

and loves his job. Enjoy.

1:15.5

Okay, Dave, thanks for joining the Wall Street Oasis podcast.

1:16.8

Yeah, of course.

1:17.8

Thanks for having me, Patrick.

1:20.9

It would be awesome if you could just give the listeners a short summary bio.

1:22.3

Yeah, of course.

1:26.3

So in Boston, Massachusetts, born and raised. Go Pats.

1:28.3

Go Pats, go Southics, go Red Sox, right?

1:31.3

You're getting a lot of eye rolls right now, I'm sure.

...

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