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Kyle Wade, United States

freelance Chartered Financial Analyst (CFA)

Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic ... Click to continue

Chartered Financial Analyst (CFA)Three Statement Operating Model Financial Planning & Analysis (FP&A)Valuation Mergers & Acquisitions (M&A)Equity Research

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Alex Graham, CFA, United Kingdom

freelance Chartered Financial Analyst (CFA)

Alex is a London-based CFA charterholder who has had a global career. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience from venture capital, consulting and bond/currency trading. With a technical skill set and an engaging commu... Click to continue

Chartered Financial Analyst (CFA)Valuation Venture Capital Comparable Company Analysis Financial Planning & Analysis (FP&A)Fundraising Three Statement Operating Model Market Research Financial Modeling Blockchain Market Sizing Business Model Consulting

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Kevin Kilroy, United States

freelance Chartered Financial Analyst (CFA)

Over his 20+ year career, Kevin has helped world-class companies including AT&T and E&Y drive growth through acquisitions and new ventures. He has extensive operational finance experience ($2.5 billion in revenues at Linde America) managing financial planning, budget... Click to continue

Chartered Financial Analyst (CFA)Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating Model

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Erik Wissig, United States

freelance Chartered Financial Analyst (CFA)

As a CFO, investment banker, and CFA charterholder, Erik is the founding finance executive of Hixme, where he led three rounds of venture capital funding for $26 million (Kleiner Perkins, Propel Ventures, Transamerica Ventures). He enjoys advising management teams an... Click to continue

Chartered Financial Analyst (CFA)Mergers & Acquisitions (M&A)Financial Modeling Valuation Venture Capital Three Statement Operating Model Financial Planning & Analysis (FP&A)

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Sameer Bakhru, CFA, India

freelance Chartered Financial Analyst (CFA)

As a business and finance consultant, Sameer has led a $100 million franchise partnership for a global youth brand in Asia. His experience includes fundraising, business strategy, asset sales, corporate finance, and M&A. Sameer has worked with billionaires, private e... Click to continue

Chartered Financial Analyst (CFA)Three Statement Operating Model Financial Modeling Fundraising Financial Planning & Analysis (FP&A)Valuation Venture Capital Blockchain Real Estate

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David Beasley, Canada

freelance Chartered Financial Analyst (CFA)

David is a multidisciplinary analyst with extensive experience in fundamental and quantitative equity research, financial modeling, forecasting, and valuation. His diverse skill set and background allow him to provide in-depth analysis and complete solutions to his c... Click to continue

Chartered Financial Analyst (CFA)Financial Modeling Equity Research Financial Planning & Analysis (FP&A)Three Statement Operating Model

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Sean Kae Siang Lim, Australia

freelance Chartered Financial Analyst (CFA)

A CFA charterholder with more than nine years of experience in listed and unlisted equities, Sean's worked with many startups across Asia-Pacific ranging from seed to series A stages and consulted on strategies, financial planning, and equity transactions. Fluent in ... Click to continue

Chartered Financial Analyst (CFA)Three Statement Operating Model Financial Modeling Venture Capital

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Neil Portus | CFA, CMA, United States

freelance Chartered Financial Analyst (CFA)

Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutiqu... Click to continue

Chartered Financial Analyst (CFA)Financial Planning & Analysis (FP&A)Mergers & Acquisitions (M&A)Three Statement Operating Model Equity Research Fundraising Valuation Comparable Company Analysis Venture Capital

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Sean Robinson, CFA, United States

freelance Chartered Financial Analyst (CFA)

An MBA and CFA Charterholder, Sean has led the investment analysis and deal structuring of co-branded partnership deals, strategic alliances, new products and ventures at American Express. He has 10 years of financial services experience and has led teams based in Ne... Click to continue

Chartered Financial Analyst (CFA)Financial Modeling Three Statement Operating Model Financial Planning & Analysis (FP&A)

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Rogier Roumen, Netherlands

freelance Chartered Financial Analyst (CFA)

Rogier is a seasoned finance expert who has worked for 100+ clients including startups such as Rocket Internet and corporations such as Heineken, Akzo Nobel, and Veon. He leverages his valuation, investment, FP&A, and accounting skills to solve pressing financial pro... Click to continue

Chartered Financial Analyst (CFA)Valuation Three Statement Operating Model

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