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Charlie Strout

Charlie Strout

New York, NY, United States
Member since January 9, 2017
Charlie is a CFA charterholder who has analyzed a multitude of company's for investment. Recently, Charlie produced a financial model for an investment fund showing a significant mispricing of an equity which resulted in a substantial gain for the fund over time. Charlie also recently, valued a non-traditional data set for a client. The valuation allowed the client to pass a regulatory hurdle so they could execute the strategy.
Charlie is now available for hire
Career Highlights
Select Certifications
Case studies
Industry Expertise
  • Fintech
  • Technology
Software Expertise
  • Microsoft Excel
Other Expertise
  • Equity Investment
  • Equity Research
  • Financial Modeling
  • Lean Startups
  • Startup Growth Strategy Development
Employment
  • Data Quality Officer | Director, IT Compliance
    2017 - PRESENT
    FreeWheel Media, Inc.
    • Developed a strategy for reorganizing the department.
    • Built a business intelligence tool and models to detect fraud.
    • Managed MRC, SOC and GDPR compliance efforts.
    • Launched a PMO.
    • Organized InfoSec efforts.
    Focus areas: Business Advisory, Data Analysis, Data Modeling, International Data Privacy Regulations
  • Founder | Financial Analyst | Software Engineer
    2002 - PRESENT
    Seven Shadow LLC
    • Provided business strategy and technology consulting services.
    • Conducted a project-based equity analysis for investment decision support.
    • Developed distributed applications on the Holochain platform.
    • Served as the interim COO of a startup with full responsibility of managing the business and its P&L.
    Focus areas: Entrepreneurship, Holochain, Equity Research
  • Advisor
    2018 - 2019
    Addressable.tv
    • Wrote pro forma financial statements.
    • Developed a business plan.
    • Oversaw the operations.
    • Formulated a business strategy.
    • Advised on the technology and product strategy.
    Focus areas: Budgeting, Fundraising, Financial Planning & Analysis (FP&A)
  • Director of Analysis and Product
    2012 - 2017
    Prudena, Inc.
    • Worked as the product manager for an online equity research platform.
    • Developed automated financial statement analysis tools.
    • Coordinated with university finance professors.
    • Wrote as the author of the Morning Monte finance blog.
    • Conducted all of the financial planning.
    Focus areas: Equity Research
  • Product Manager | Software Engineer (Contract)
    2009 - 2015
    Parsons Brinckerhoff
    • Acted as the product manager for an enterprise risk management system that manages hundreds of millions of dollars in risk.
    • Oversaw a team of developers.
    Focus areas: Risk Management
Education
  • Master of Business Administration (MBA) degree in Finance
    2010 - 2012
    London Business School - London, UK
  • Master of Business Administration (MBA) degree in Finance
    2010 - 2012
    Columbia University - New York, NY, USA
  • Bachelor's degree in Philosophy
    1987 - 1991
    Bowdoin College - Brunswick, ME, USA
Certifications
  • Chartered Financial Analyst (CFA)
    SEPTEMBER 2018 - PRESENT
    CFA Institute
  • Project Management Professional (PMP)
    MARCH 2010 - PRESENT
    Project Management Institute (PMI)
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