Samantha Lanman

Samantha Lanman

Private Bank Analyst at JPMorgan Chase

Greater New York City Area
Financial Services

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Samantha Lanman's Overview


192 connections

Samantha Lanman's Experience

Private Bank Analyst

JPMorgan Chase

Public Company; 10,001+ employees; JPM; Financial Services industry

May 2013Present (1 year 5 months)

System Analyst/Trader

IPS Strategic Capital

Privately Held; 1-10 employees; Financial Services industry

August 2012December 2012 (5 months) Greater Denver Area

-Created a dynamic Excel model to improve analysis capabilities of the strategy.
-Improved trade follow-up system through Excel knowledge.
-Assisted in creating marketing materials as well as calling prospects.

Summer Analyst

Goldman Sachs

Public Company; 10,001+ employees; GS; Investment Banking industry

June 2012August 2012 (3 months) Greater Salt Lake City Area

-Supported portfolio managers of multimillion dollar institutional clients through creating original detailed Excel spreadsheets providing performance and risk analytics. Completed time sensitive projects across all management levels.
-Performed back testing on strategic asset allocations to build paper portfolios sold as an investment template to foreign advisors.
-Worked alongside other summer analysts to construct mock asset allocations based on broad economic factors and client’s objectives.
-Moderated large team meetings to increase organization and efficiency.

Public Company; 10,001+ employees; BJRI; Restaurants industry

June 2011September 2011 (4 months) Pearl Street Mall, Boulder, CO

Greet guests and coordinate seating to accommodate the needs of servers, managers, and the guests. At times, worked doubles.

Privately Held; 1-10 employees; Financial Services industry

May 2011September 2011 (5 months) Greater Denver Area

-Built an Excel calculator using extensive formulas to provide a profit and loss scenario, corresponding graphs, and presentable documents for Structured Investment Vehicles. Resulting in complete analysis and verbal reports to the owner.
-Assisted owner of a money management firm, gaining exposure to investment decisions, retirement planning, and small business ownership. Performed daily updates and tasks for a variety of business facets.

Assistant Manager/Crew Member

McDonald's Corporation

Public Company; 10,001+ employees; MCD; Restaurants industry

June 2006July 2010 (4 years 2 months) Greater St. Louis Area

-Co-managed day to day operations of busy restaurant, supervising 9 employees per shift.
-Calculated employee drawers and the safe, and addressed customer complaints and problems using strong customer service skills.
-Employee of the month during first summer.
-Established individual websites for four stores using strong technical skills and marketing abilities.

Samantha Lanman's Projects

  • Capital Investment Analysis

    • November 2011 to Present
    Team Members: Samantha Lanman, Colin Bugge, Nicholas Utter

    Analyzed ratios, financial statements, comparable companies, cost of capital, of Diageo, PLC, the world’s largest manufacturer and distributor of premium spirits, in a 150 page report concluding that Diageo’s stock price is overvalued; produced valuations using convergence, continuing, adjusted present value, and free cash flow to equity models.

Samantha Lanman's Courses

  • B.S. in Business Administration with an emphasis in Finance, Certificate in Quantitative Finance, Minor in Mathematics

    University of Colorado at Boulder - Leeds School of Business

    • Capital Investment Analysis
    • Investment Management Seminar
    • Investment and Portfolio Management
    • Derivatives
    • Econometrics
    • Business Application Programming
    • Calculus 2 and 3
    • Matrix Methods and Applications
    • Introduction to Probability Theory
    • Mathematical Statistics

Samantha Lanman's Organizations

  • Alpha Chi Omega, Nu Chapter

    Vice President of Finance and Song Fest Leader
    • September 2008 to May 2010

    -Managed budget for entire sorority, organized financial records and collaborated with accounting firm.
    -Paid all bills, collected member’s dues, handled all fines and relating member complaints.
    -Choreographed and instructed a 10 minute dance routine for 70 members.
    -Facilitated practices, edited music and designed a slide show.

  • The National Society of Collegiate Scholars

    • January 2009 to Present

    The National Society of Collegiate Scholars is an honor society inviting high-achieving first- and second-year college students. Members must rank in the top 20 percent of their class

  • Rocky Mountain Investment Management LLC

    Chief Investment Officer
    • January 2010 to August 2011

    -Prepare a weekly update on the markets and RMIM portfolio. -Develop lessons to educate the members on finance. Enter and update all orders through Think or Swim.
    -Student run investment group, investing cumulative money of students in the club. Analyze and adjust the portfolio and discuss the markets in depth. All students share in the collective profits.

  • The Leeds School of Business 5th Annual Wall Street Trek

    Planning Assistant and Student Liaison
    • May 2011 to Present

    Selected by the staff at the Leeds School of Business to coordinate student outreach, organize, and attend a trip to Wall Street to meet alumni and executives.

  • Adelante, Boulder High School

    • September 2009 to February 2010

    -Tutored Latino students in Math, Science, History, and English.

  • CU Investment Club

    • September 2011 to Present

    -Collaborated with three students to develop a student run investment group where students research and pitch securities based on fundamental and technical analysis.

Samantha Lanman's Skills & Expertise

  1. Visual Basic
  2. Bloomberg Terminal
  3. Excel
  4. PowerPoint
  5. Mathematica
  6. Visio
  7. Think or Swim
  8. Microsoft Excel
  9. Financial Modeling
  10. Portfolio Management
  11. Investments

Samantha Lanman's Honors and Awards

  • Leeds School of Business Dean's List

    University of Colorado at Boulder

    Spring Semester 2009, 2011, and 2012.

  • Chancellor's Achievement Scholarship

    University of Colorado at Boulder
    • May 2008

    The Chancellor’s Achievement Scholarship is designed for entering non-resident freshmen in the top 25% of CU-Boulder’s admitted non-resident freshman class. Eligibility is based on high school grade point average and test scores.

  • CU Parents Alumni Scholarship

    Alumni Association
    • June 2009

Samantha Lanman's Education

University of Colorado at Boulder - Leeds School of Business

B.S. in Business Administration with an emphasis in Finance, Certificate in Quantitative Finance, Minor in Mathematics


-Relevant Projects: Researched and prepared a thorough corporate valuation on Diageo using a given financial model to arrive at the intrinsic stock price. Additionally, provided a detailed analysis of the past, present, and future of the Energy Sector as well as on the industries and chosen companies within it.

University of Wollongong


Semester abroad studying general education and business courses.

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