Eric Till, Finance Expert in Los Angeles, CA, United States
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Eric Till

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
August 18, 2022

Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.

Career Highlights

Trader and Investment Associate
Apollo Global Management
Analyst
Redwood Capital Group

Education Highlights

Case Studies

Work Experience

Founder, Principal Consultant, and Banker

2020 - PRESENT
Eric Till Capital Partners
  • Co-launched a new eCommerce startup, developed a comprehensive go-to-market strategy, and scaled the business while successfully deploying first-dollar advertising spend across paid digital marketing channels.
  • Developed a comprehensive financial forecast model to evaluate company performance and strategic growth initiatives. Also calculated, analyzed, and presented KPIs for strategic business decisions as the acting CFO.
  • Handled strategic marketing, including go-to-market strategies, financial analyses, projections, and advertising plans for new small business clients. Also prepared, calculated, analyzed, and presented KPIs as part of the key deliverables.
  • Performed financial projections and analyzed costing, margin, and ROI sensitivities incorporating client feedback through collaboration with small business owners and focusing on profitability and growth within client constraints and preferences.
Focus areas: Fundraising, Strategy, Marketing, Finance, CFO, Marketing Leadership, Chief Marketing Officer (CMO), Management, Financial Planning & Analysis (FP&A), eCommerce, Revenue & Expense Projections, Pitch Decks, Startups, Venture Capital, Financial Modeling, Pitch Deck Consultant, Drop Shipping, Pitch Preparation, Design, Financial Services, Interim CFO, Part-time CFO, Startup Accelerators, Business Models, Financial Data, Credit/Debt, Business Plan Consulting, Seed Fundraising, Pitch Presentations, Consulting, Models, Modeling, Financials, Price Negotiations, Term Sheet Negotiations, Asset Valuation, Microsoft PowerPoint, Scenarios, Product Forecasts, Sales Forecasting, Cash Flow Forecasting, Financial Forecasting, Trend Forecasting, EBITDA, DCF Modeling, Discounted Cash Flow (DCF), Angel Investing, Value Investing, Pitch Books, Growth Equity, Equity Capital, Equity Raises, Investment Consulting, Minority Investments, Alternative Investments, Investment Presentations, Equity Offerings, Buy-side, M&A (Buy-side), Buyouts, Sell-side, M&A (Sell-side), Deal Analysis, Structure, Finance Structures, Private Credit, Lifetime Value (LTV), Term Sheets, Weighted Average Cost of Capital (WACC), Market Sizing, Market Structures, Management Consulting, Brand Positioning, Brand Strategy, Growth Hacking, Branding, Digital Branding, Growth Marketing, Brand Management, Marketing Strategy, Digital Marketing Strategy, B2C, Business to Consumer (B2C), Go-to-market Strategy, Mobile, Mobile User Acquisition, Storytelling, Communication, Brand Building, Public Relations (PR), Product-market Fit, Business Partnerships, Partnerships, Business Strategy, Strategic Partnerships, Pricing, Customer Lifetime Value (CLV), Growth Strategy, Value Proposition, Market Opportunity Analysis, Product Marketing, Product Branding, Market Segmentation, Customer Segmentation, Content Strategy, Brand Identity, Design Thinking, Valuation Modeling, Forecasting, Financing, Mergers & Acquisitions (M&A), Financial Analysis, IRR, Investment Return Scenario Analysis, Cash Flow Modeling, ROI, Valuation, Negotiation, Investor Presentations, Deal Structuring, Launch Strategy, Idea Validation, Early-stage Startups, Market Research, United States, Analysis, Loans, Accounting, Fractional CFO, Three-statement Modeling, Private Capital Markets, Fintech, Affordable Housing, Real Estate, Mortgages, Capital Markets, Residential Real Estate, Business Planning, Market Research Analyst, Total Addressable Market (TAM), Competition Research, Commercial Strategy, Due Diligence Consultant, M&A Due Diligence (Financial), Consumer Products, Private Company Valuation, Banking & Finance, Presentations, GAAP, Leadership, Coaching, Transportation & Shipping, Market Research & Analysis, Fintech Consultant, Data Analysis, M&A Modeling, Pro Forma Analysis, Budgeting, Cap Tables, Exit Strategy, Sales Strategy, Social Media Platforms, Excel Expert, Cash Flow, Accounts Receivable, Business to Business (B2B), SME/SMB Financing, Equity Financing, Letters of Intent, Supply Chain, Logistics & Warehousing, Logistics, Business Process Outsourcing (BPO), Entertainment & Leisure, Financial Markets, Strategic Planning & Execution, Technology, Small & Medium-sized Enterprises (SME), Business Services, Pricing Strategy, Go-to-market Plans, Business Intelligence (BI), Tableau, Crowdfunding, Crowdfunding Promotion, B2B, RiskMetrics, Fashion, Digital Marketing, Customer Acquisition, Business Loans, Loans & Lending, Pricing Consulting, Asset-based Finance, Consumer Lending, Fund Structure, Structuring of Funds, Paid Advertising, Advertising, Go-to-market Optimization, Advertising Campaigns, Funding Strategy, Social Media Apps, Real Estate Development, Marketplace Platforms, Revenue Projections, Startup Funding, Underwriting, Small Business, Import/Export, Trade, Online Media, Inventory Management, Cash Flow Management, Supply Chain Management (SCM), Apparel & Accessories, Operations, Investment Capital Raising, Growth Capital Raising, Latin America (LATAM), Impact Investing, Software as a Service (SaaS), SaaS, Sales & Channel Enablement, Excel Modeling, Public Companies, Risk & Compliance, Risk Modeling, Decision Support, Shopify, Micro Lending, Commercial Real Estate Finance (CREF), Competitive Analysis, Term Sheet Advisory, Growth Strategy Consultants, Revenue Strategy, Revenue Analysis, Business Modeling, Corporate Finance, Corporate Finance Consultant, Reverse Mergers, Cannabis, Presentation Design, Transportation & Logistics, Logistics & Supply Chain, Commercial Real Estate, Excel 365, Liquidation Analysis, US GAAP, Specialty Finance, FIG, CleanTech, Mezzanine, North America, Canada, Tourism, Home Construction, Virtual CFO, Product Launch, Fund Management, Proptech, Blockchain, Property Investment, Equity Research Analysis, Quantitative Research, Franchises, Joint Venture Development, Europe, Foreign Exchange (FX) Hedging, Family Office, Insurance, Visual Storytelling, Business Model Strategy, Business Analysis, Crowdsourcing, Capitalization Tables, Hedge Fund Consultant, Hotels & Lodging, Sales Growth, B2B2C, Business to Business to Consumer (B2B2C), Channel Optimization, Growth, Credit Scores, Private Placements, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Competitive Strategy, Cost Accounting, Product Costing, Climate Change, Climate Risk Mitigation, Actuarial, Apps, Financial Reporting, Cash Management, Strategic Planning, Consumer Packaged Goods (CPG), Information Memoranda, Private Equity Valuation, Retail & Wholesale, Confidential Information Memorandum (CIM), Lending, Business Consulting, Cash Flow Consultant, Turnaround, Institutional Investors, Food & Beverage, Luxury Goods, Late-stage Funding, Social Networks, Competitor Analysis & Profiling, Primary Research, Secondary Research, Bookkeeping, PowerPoint Design, Business Development, M&A Strategy, Financial Operations & Processes, Credit Investing, Microsoft Power BI, Industrial Value-add, Equity Valuation, Executive Consulting, Cost Management, Business Operations, Capital Raising, Waste Management, Hospitality, Cash Flow Analysis, Legal, Taxation, Property Management, COO, Performance Improvement, Client Presentations, Commercial Lending, Sustainability, Private Equity Consultant, App Product Management, Mobile Applications, Crowdfunding Consultant, Strategic Marketing, CPG, Direct to Consumer (D2C), eCommerce Analysis, CIM, Sales, Sensitivity Analysis, Storage, Corporate Development, Financial Ratios, Market Models, Marketing Analytics, Analytical Dashboards, P&L Analysis

Trader and Investment Associate

2013 - 2020
Apollo Global Management
  • Managed a $6 billion esoteric ABS portfolio on behalf of affiliated and unaffiliated accounts and institutional investment funds.
  • Directly underwrote, performed due diligence on, and invested in various ABS across different consumer and commercial sectors that handle over $2 billion in transactions. I also presented these securities to the investment committee.
  • Analyzed offering memorandums, industry and security-specific research (e.g., proptech), ratings reports, and market conditions to form investment theses and buy-sell recommendations across portfolios.
  • Executed trades in line with portfolio management objectives and return hurdles.
  • Collaborated with the private equity team to execute novel and complex structures on multi-billion-dollar deals, including sensitivity analysis, waterfalls, and rating agency runs.
  • Recommended the course of action for prepaying outstanding debt on behalf of an account after analyzing structured product performance and net-spread profitability.
  • Generated complex cash flow models for ABS and CLO using Bloomberg, Intex, SQL, Microsoft Access and Excel, VBA, Blackrock Aladdin, Factset, Capital IQ, and other software.
  • Collaborated with the private equity team to create a comprehensive asset turnover model across various debt and equity securities for an M&A execution on a $45 billion asset portfolio acquisition.
  • Optimized asset-liability and duration matching using cash flows, WALs, durations, and other metrics for various purposes that our client accounts required.
Focus areas: Trading, Debt, Debt Raises, Cost of Debt, Debt Workouts, Venture Debt, Debt Analysis, Debt Issuance, Convertible Debt, Debt Financing, Bank Debt Raises, Senior Secured Debt, Debt Structuring, Net Debt Analysis, Subordinated Debt, Debt Restructuring, Securities, Asset Securitization, Bonds, Bond Indices, Derivatives, Tranches, High-yield Investment Programs (HYIP), Leveraged Credit, Leveraged Finance, Leverage Analysis, Leveraged Buyout (LBO), Leveraged Buyout Modeling, Forecasting, P&L Forecasting, Waterfall Methodology, Waterfall Modeling, Investments, Investment Funds, Investment Ideas, Investment Cases, Investment Thesis, Investment Briefs, Investing, Collateralized Loan Obligations (CLO), Collateral Analysis, Collateral, Asset-backed Securities (ABS), Financing, Creative Financing, Ratings, Credit Ratings, IRR, NPV, NPV Calculation, Private Equity, Hedge Funds, Interest Rate Risk, Discount Rate Analysis, Spreadsheets, INTEXcalc, Bloomberg, Bloomberg Terminal, Capital IQ, S&P Capital IQ, Cost of Capital, Capital, SQL, Excel VBA, Microsoft Access, Microsoft Office, Revenue & Expense Projections, Roadshows, Pitch Decks, Venture Capital, Financial Modeling, Pitch Deck Consultant, Pitch Preparation, Financial Services, Fixed Income Analysis, Business Models, Capital Structure Analysis, Financial Data, Credit/Debt, Credit Analysis, Renewable Energy, Renewables, Pitch Presentations, Models, Modeling, Financials, Price Negotiations, Term Sheet Negotiations, Acquisitions, Asset Valuation, Microsoft PowerPoint, Scenarios, Product Forecasts, Sales Forecasting, Cash Flow Forecasting, Financial Forecasting, Trend Forecasting, EBITDA, DCF Modeling, Discounted Cash Flow (DCF), Value Investing, Pitch Books, Investment Consulting, Alternative Investments, Investment Presentations, Buy-side, M&A (Buy-side), Buyouts, Deal Analysis, Structure, Finance Structures, Private Credit, Lifetime Value (LTV), Term Sheets, Liability Valuations, Liability-backed Investments, Asset Liability Management (ALM), Weighted Average Cost of Capital (WACC), Market Sizing, Market Structures, Communication, Market Opportunity Analysis, CLO, Valuation Modeling, Structured Finance Documentation, BlackRock Aladdin, Markit EDM, Mergers & Acquisitions (M&A), Fundraising, Financial Analysis, Investment Return Scenario Analysis, Cash Flow Modeling, ROI, Joint Ventures, Valuation, Negotiation, Investor Presentations, Deal Structuring, Franchises, Market Research, United States, Reporting, Analysis, Loans, Accounting, Three-statement Modeling, Private Capital Markets, Affordable Housing, Real Estate, Mortgages, Capital Markets, Residential Real Estate, Government-sponsored Enterprise (GSE), Market Segmentation, Market Research Analyst, Total Addressable Market (TAM), Competition Research, Due Diligence Consultant, Private Company Valuation, Rentals, Banking & Finance, Restaurants & Dining, Presentations, GAAP, Leadership, Transportation & Shipping, Market Research & Analysis, Data Analysis, M&A Modeling, Pro Forma Analysis, Budgeting, Cap Tables, Exit Strategy, Excel Expert, Cash Flow, Accounts Receivable, SME/SMB Financing, Equity Financing, Letters of Intent, Logistics & Warehousing, Logistics, Deal Sourcing, Commercial Real Estate, Limited Partnerships, Entertainment & Leisure, Wealth Management, Investment Portfolio Management, Portfolio Management, Financial Markets, High Net Worth Individuals (HNWI), Technology, Subscriptions, Small & Medium-sized Enterprises (SME), Business Services, Music, Crystal Reports, Sage, Data Analytics, Tableau, Distressed/Special Situations, Distressed Assets, Investor Relations, B2B, RiskMetrics, Fashion, Business Loans, Loans & Lending, Pricing Consulting, Asset-based Finance, Consumer Lending, Fund Structure, Structuring of Funds, Funding Strategy, Real Estate Development, Healthcare, Marketplace Platforms, Revenue Projections, Startup Funding, Credit Underwriting, Underwriting, Small Business, Import/Export, Trade, Online Media, Inventory Management, Cash Flow Management, Apparel & Accessories, Investment Committee Advisory, Investment Capital Raising, Growth Capital Raising, Asset Management, Biotechnology, Energy, Impact Investing, Project Evaluation, Software as a Service (SaaS), SaaS, Solar, Green Energy, Project Finance, Industrials, Excel Modeling, Public Companies, Risk & Compliance, Risk Modeling, Decision Support, Portfolio Analysis, Micro Lending, Commercial Real Estate Finance (CREF), Competitive Analysis, Term Sheet Advisory, Restaurant Operations, Revenue Strategy, Revenue Analysis, Business Modeling, Corporate Finance, Reverse Mergers, Storytelling, Presentation Design, Transportation & Logistics, Logistics & Supply Chain, Excel 365, Liquidation Analysis, US GAAP, Specialty Finance, FIG, CleanTech, Mezzanine, North America, Canada, Tourism, Home Construction, Product Launch, Fund Management, Proptech, Property Investment, Equity Research Analysis, Quantitative Research, Joint Venture Development, Europe, Foreign Exchange (FX) Hedging, Family Office, Insurance, Visual Storytelling, Business Model Strategy, Capitalization Tables, Hedge Fund Consultant, Hotels & Lodging, Oil & Gas, Business to Business to Consumer (B2B2C), Credit Scores, Private Placements, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Competitive Strategy, Cost Accounting, Product Costing, Climate Change, Climate Risk Mitigation, Pensions, Actuarial, Apps, Financial Reporting, Cash Management, Strategic Planning, Consumer Packaged Goods (CPG), Information Memoranda, Private Equity Valuation, Retail & Wholesale, Confidential Information Memorandum (CIM), Lending, Cash Flow Consultant, Institutional Investors, Food & Beverage, Luxury Goods, Late-stage Funding, Primary Research, Secondary Research, PowerPoint Design, Business Development, M&A Strategy, Financial Operations & Processes, Credit Investing, Industrial Value-add, Equity Valuation, Executive Consulting, Business Operations, Capital Raising, Infrastructure, Hospitality, Cash Flow Analysis, Legal, Taxation, Property Management, Client Presentations, Commercial Lending, Sustainability, App Product Management, CPG, eCommerce Analysis, CIM, Sensitivity Analysis, Storage, Corporate Development, Financial Ratios, Market Models, Analytical Dashboards, P&L Analysis

Associate

2013 - 2013
PREv2 Holdings
  • Executed a capital raise for a venture capital-backed portfolio company at an attractive valuation after a roadshow exploring various strategic opportunities.
  • Managed diligence, M&A, LBO modeling, return sensitivities, and associated roadshow offering materials as part of a two-person banking team alongside the former managing director of Lehman Brothers.
  • Analyzed potential deals, initial diligence, and pitch for a new consumer product brand as part of its business development initiatives.
Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout (LBO), Investment Banking, Fundraising, Fundraising Consultant, Fundraising Strategy, Private Equity, Early-stage Venture Capital, Venture Funding, Revenue & Expense Projections, Roadshows, Pitch Decks, Startups, Venture Capital, Financial Modeling, Pitch Deck Consultant, Pitch Preparation, Financial Services, Business Models, Capital Structure Analysis, Financial Data, Equity Research, Credit/Debt, Credit Analysis, Business Plan Consulting, Seed Fundraising, Renewable Energy, Renewables, Pitch Presentations, Consulting, Models, Modeling, Financials, Price Negotiations, Term Sheet Negotiations, Acquisitions, Asset Valuation, Microsoft PowerPoint, Scenarios, Product Forecasts, Sales Forecasting, Cash Flow Forecasting, Financial Forecasting, Trend Forecasting, EBITDA, DCF Modeling, Discounted Cash Flow (DCF), Angel Investing, Value Investing, Pitch Books, Growth Equity, Equity Capital, Equity Raises, Investment Consulting, Minority Investments, Alternative Investments, Investment Presentations, Equity Offerings, Buyouts, Sell-side, M&A (Sell-side), Deal Analysis, Structure, Finance Structures, Private Credit, Term Sheets, Weighted Average Cost of Capital (WACC), Market Sizing, Market Structures, Management Consulting, Communication, Market Opportunity Analysis, Valuation Modeling, Forecasting, Financing, Financial Analysis, IRR, Investment Return Scenario Analysis, Cash Flow Modeling, ROI, Joint Ventures, Valuation, Negotiation, Investor Presentations, Deal Structuring, Early-stage Startups, Market Research, United States, Reporting, Analysis, Loans, Accounting, Three-statement Modeling, Private Capital Markets, Series B, Affordable Housing, Real Estate, Mortgages, Capital Markets, Residential Real Estate, Government-sponsored Enterprise (GSE), Market Segmentation, Market Research Analyst, Total Addressable Market (TAM), Competition Research, Due Diligence Consultant, M&A Due Diligence (Financial), Private Company Valuation, Banking & Finance, Presentations, GAAP, Market Research & Analysis, Data Analysis, M&A Modeling, Pro Forma Analysis, Budgeting, Cap Tables, Exit Strategy, Excel Expert, Cash Flow, Accounts Receivable, SME/SMB Financing, Equity Financing, Letters of Intent, Limited Partnerships, Financial Markets, Technology, Small & Medium-sized Enterprises (SME), B2B, RiskMetrics, Business Loans, Loans & Lending, Pricing Consulting, Asset-based Finance, Consumer Lending, Funding Strategy, Revenue Projections, Startup Funding, Underwriting, Small Business, Import/Export, Inventory Management, Cash Flow Management, Investment Committee Advisory, Growth Capital Raising, Asset Management, Energy, Solar, Industrials, Excel Modeling, Public Companies, Risk & Compliance, Risk Modeling, Decision Support, Competitive Analysis, Term Sheet Advisory, Revenue Strategy, Revenue Analysis, Business Modeling, Corporate Finance, Reverse Mergers, Storytelling, Presentation Design, Transportation & Logistics, Logistics & Supply Chain, Excel 365, Liquidation Analysis, US GAAP, Specialty Finance, FIG, CleanTech, Mezzanine, North America, Home Construction, Product Launch, Property Investment, Equity Research Analysis, Quantitative Research, Joint Venture Development, Visual Storytelling, Business Model Strategy, Capitalization Tables, Private Placements, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Competitive Strategy, Cost Accounting, Product Costing, Climate Change, Climate Risk Mitigation, Financial Reporting, Cash Management, Strategic Planning, Information Memoranda, Private Equity Valuation, Retail & Wholesale, Confidential Information Memorandum (CIM), Lending, Business Consulting, Cash Flow Consultant, Institutional Investors, Late-stage Funding, Competitor Analysis & Profiling, Primary Research, Secondary Research, PowerPoint Design, Business Development, M&A Strategy, Financial Operations & Processes, Equity Valuation, Executive Consulting, Capital Raising, Investment Capital Raising, Cash Flow Analysis, Taxation, Client Presentations, Commercial Lending, Sustainability, eCommerce Analysis, CIM, Sales, Sensitivity Analysis, Corporate Development, Financial Ratios, Market Models, Analytical Dashboards, P&L Analysis

Analyst

2011 - 2012
Redwood Capital Group
  • Advised on over ten deals ranging in value from $10 million to over $850 million, including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financing operations.
  • Prepared pitchbooks, valuation analyses including DCF and comparables, merger and LBO models, return sensitivities analyses, client presentations, and tracking materials.
  • Managed the debt financing and sale of a snack manufacturing company. Prepared its valuation using comparables, precedent transactions, DCF, and the CIM that secured the inventory purchase debt facility and supported the sale of the company.
  • Researched targets for a roll-up outreach on behalf of an acquisitive institutional fund and screened candidates using sensitized financial criteria. I contacted over 200 companies and negotiated a successful acquisition within the price target.
  • Handled a $100 million bid for the LBO of an international satellite communications target. Created four-year LBO and DCF projections used in investor and lender presentations, resulting in an investor submitting an IOI and continuing diligence.
  • Supported a $150 million international target acquisition by a private equity group through preparing the valuation using comparables analysis and a detailed IRR and cash-on-cash scenario analysis for the management's carried interest.
Focus areas: Mergers & Acquisitions (M&A), Fundraising, Capital Raising, Leveraged Buyout (LBO), Revenue & Expense Projections, Roadshows, Cross-border M&A, Pitch Decks, Startups, Venture Capital, Financial Modeling, Pitch Deck Consultant, Pitch Preparation, Financial Services, Business Models, Capital Structure Analysis, Financial Data, Equity Research, Credit/Debt, Credit Analysis, Business Plan Consulting, Seed Fundraising, Pitch Presentations, Consulting, Models, Modeling, Financials, Price Negotiations, Term Sheet Negotiations, Acquisitions, Asset Valuation, Microsoft PowerPoint, Scenarios, Product Forecasts, Sales Forecasting, Cash Flow Forecasting, Financial Forecasting, Trend Forecasting, EBITDA, DCF Modeling, Discounted Cash Flow (DCF), Angel Investing, Value Investing, Pitch Books, Growth Equity, Equity Capital, Equity Raises, Investment Consulting, Minority Investments, Alternative Investments, Investment Presentations, Equity Offerings, Buyouts, Sell-side, M&A (Sell-side), Deal Analysis, Structure, Finance Structures, Private Credit, Term Sheets, Weighted Average Cost of Capital (WACC), Market Sizing, Market Structures, Management Consulting, Communication, Market Opportunity Analysis, Valuation Modeling, Forecasting, Financing, Financial Analysis, IRR, Investment Return Scenario Analysis, Cash Flow Modeling, ROI, Joint Ventures, Valuation, Negotiation, Investor Presentations, Deal Structuring, Market Research, United States, Reporting, Analysis, Loans, Accounting, Three-statement Modeling, Software as a Service (SaaS), SaaS, Private Capital Markets, Series B, Fintech, Affordable Housing, Real Estate, Mortgages, Capital Markets, Residential Real Estate, Market Segmentation, Market Research Analyst, Total Addressable Market (TAM), Competition Research, Due Diligence Consultant, M&A Due Diligence (Financial), Private Company Valuation, Banking & Finance, Presentations, GAAP, Transportation & Shipping, Market Research & Analysis, Data Analysis, M&A Modeling, Pro Forma Analysis, Budgeting, Cap Tables, Exit Strategy, Excel Expert, Cash Flow, Accounts Receivable, SME/SMB Financing, Equity Financing, Letters of Intent, Logistics & Warehousing, Logistics, Deal Sourcing, Business Process Outsourcing (BPO), Limited Partnerships, Entertainment & Leisure, Financial Markets, Technology, Subscriptions, Small & Medium-sized Enterprises (SME), Business Services, Crowdfunding, Distressed/Special Situations, Distressed Assets, Agrotech, B2B, RiskMetrics, Business Loans, Loans & Lending, Pricing Consulting, Asset-based Finance, Funding Strategy, Social Media Apps, Revenue Projections, Startup Funding, Credit Underwriting, Underwriting, Small Business, Import/Export, Trade, Inventory Management, Cash Flow Management, Apparel & Accessories, Investment Committee Advisory, Growth Capital Raising, Latin America (LATAM), Asset Management, Energy, Project Evaluation, Green Energy, Project Finance, Industrials, Excel Modeling, Public Companies, Risk & Compliance, Risk Modeling, Decision Support, Competitive Analysis, Term Sheet Advisory, Revenue Strategy, Revenue Analysis, Business Modeling, Corporate Finance, Reverse Mergers, Storytelling, Presentation Design, Transportation & Logistics, Logistics & Supply Chain, Excel 365, Liquidation Analysis, US GAAP, Specialty Finance, FIG, CleanTech, Mezzanine, North America, Product Launch, Property Investment, Equity Research Analysis, Quantitative Research, Joint Venture Development, Europe, Family Office, Visual Storytelling, Business Model Strategy, Capitalization Tables, Hedge Fund Consultant, Private Placements, Internal Financial Reporting, Cost Reduction & Optimization (Cost-down), Competitive Strategy, Cost Accounting, Product Costing, Climate Risk Mitigation, Apps, Financial Reporting, Cash Management, Strategic Planning, Consumer Packaged Goods (CPG), Information Memoranda, Private Equity Valuation, Retail & Wholesale, Confidential Information Memorandum (CIM), Lending, Business Consulting, Cash Flow Consultant, Turnaround, Institutional Investors, Food & Beverage, Luxury Goods, Late-stage Funding, Competitor Analysis & Profiling, Primary Research, Secondary Research, PowerPoint Design, Business Development, M&A Strategy, 409A Valuation, Financial Operations & Processes, Industrial Value-add, Equity Valuation, Executive Consulting, Investment Capital Raising, Waste Management, Cash Flow Analysis, Taxation, Client Presentations, Commercial Lending, Sustainability, CPG, Direct to Consumer (D2C), eCommerce Analysis, CIM, Sales, Sensitivity Analysis, Corporate Development, Financial Ratios, Market Models, Analytical Dashboards, P&L Analysis

Financial Advisor

2010 - 2011
Edward Jones Investments
  • Managed $100 million in assets as the headquarters' financial advisor for nationwide clients across mutual funds, bonds, stocks, and insurance, including retirement accounts, small business accounts, and retail accounts.
  • Analyzed, designed, and executed investment strategies for over 100 clients by discussing their goals and recommending financial products to achieve their desired outcomes.
  • Maintained Series 7, 63, 66, and insurance licenses in good standing.
Focus areas: Investing, Investments, Investment Ideas, Investment Funds, Asset Allocation, Life Insurance, Planning, Financial Presentations, Financial Products, Financial Services, Financials, Investment Consulting, Mortgages, Banking & Finance, Wealth Management, Investment Portfolio Management, Portfolio Management, Financial Markets, High Net Worth Individuals (HNWI), Strategic Planning & Execution, Equity Research Analysis

Due Diligence Researcher

2009 - 2010
Thomson Reuters
  • Performed due diligence on behalf of a large US investment bank's credit risk department.
  • Managed a team of contractors around the United States who performed diverse diligence tasks and pulled documents from courthouses.
  • Compiled, analyzed, and presented due diligence data from various sources to meet the client's specifications.
Focus areas: Due Diligence, Credit Risk, Financial Services, Mortgages, Banking & Finance
2004 - 2009

Bachelor's Degree in Economics, Political Science, and Public Policy

UCLA - Los Angeles, CA, USA

JUNE 2015 - PRESENT

CFA Level II

CFA Institute

Finance

Fundraising, CFO, Debt, Debt Structuring, Bond Indices, Leveraged Buyout Modeling, Forecasting, Investment Thesis, Investment Briefs, Collateral Analysis, Asset-backed Securities (ABS), Private Equity, Mergers & Acquisitions (M&A), Structured Finance Documentation, Valuation, Valuation Modeling, Capital Raising, Due Diligence, Credit Risk, Financial Planning & Analysis (FP&A), DCF Valuation, Return Analysis, Investment Return Scenario Analysis, Stock Trading, Stock Price Analysis, Investment Summaries, Investment Memoranda, Revenue & Expense Projections, Financial Modeling, Fixed Income Analysis, Capital Structure Analysis, Credit/Debt, Credit Analysis, Discounted Cash Flow (DCF), Seed Fundraising, Value Investing, Asset Valuation, Cash Flow Forecasting, Growth Equity, Minority Investments, M&A (Buy-side), M&A (Sell-side), Deal Analysis, Finance Structures, Lifetime Value (LTV), Liability Valuations, Liability-backed Investments, Weighted Average Cost of Capital (WACC), Pricing, Market Opportunity Analysis, Cash Flow Modeling, ROI, Market Research, Accounting, Startup Funding, Funding Strategy, Three-statement Modeling, Total Addressable Market (TAM), Private Company Valuation, Data Analysis, M&A Modeling, Budgeting, Cash Flow, Equity Financing, Wealth Management, Investment Portfolio Management, Pricing Strategy, Crowdfunding, RiskMetrics, Asset-based Finance, Consumer Lending, Credit Underwriting, Growth Capital Raising, Project Evaluation, Project Finance, Portfolio Analysis, Micro Lending, Corporate Finance, Reverse Mergers, Specialty Finance, FIG, Mezzanine, Fund Management, Property Investment, Equity Research Analysis, Internal Financial Reporting, Financial Reporting, Cash Management, Private Equity Valuation, Lending, Late-stage Funding, Credit Investing, Equity Valuation, Market Models, Debt Raises, Cost of Debt, Venture Debt, Debt Analysis, P&L Forecasting, Creative Financing, Interest Rate Risk, Cost of Capital, Venture Funding, Cross-border M&A, Equity Research, Equity Capital, Equity Offerings, Private Credit, Customer Lifetime Value (CLV), Series B, Fund Structure, Structuring of Funds, Cost Reduction & Optimization (Cost-down), Taxation, CFA Level 2, Debt Workouts, Convertible Debt, Bank Debt Raises, Senior Secured Debt, Net Debt Analysis, Subordinated Debt, Debt Restructuring, Capital, Commercial Mortgage-backed Securities (CMBS), Asset Allocation, Comparable Company Analysis, Equity Raises, Funding Process, Angel/Seed Funding, Series A, Business Intelligence (BI), Blockchain, Foreign Exchange (FX) Hedging, 409A Valuation, Cost Management

Output Software

Microsoft Excel, Microsoft PowerPoint

Data & Analysis Software

Bloomberg, Capital IQ, SQL, BlackRock Aladdin, Financial Data, Microsoft Access, Factset, Tableau

Industry Expertise

Venture Capital, Financial Services, Franchises, Early-stage Startups, Affordable Housing, Real Estate, Capital Markets, Consumer Products, Banking & Finance, Transportation & Shipping, Commercial Real Estate, Financial Markets, Technology, Fashion, Real Estate Development, Healthcare, Small Business, Import/Export, Apparel & Accessories, Asset Management, Energy, Industrials, Public Companies, Home Construction, Insurance, Hotels & Lodging, Pensions, Retail & Wholesale, Confidential Information Memorandum (CIM), Institutional Investors, Luxury Goods, Hospitality, Sustainability, Residential Real Estate, Restaurants & Dining, Logistics, Entertainment & Leisure, Oil & Gas, Food & Beverage, Life Insurance, Startup Accelerators, Renewable Energy, Mobile User Acquisition, Music, Agrotech, Cannabis

Geographic Expertise

United States, North America, Canada, Europe, Latin America (LATAM)

Other

Financial Analysis, Strategy, Marketing, Finance, Management, Trading, Securities, Asset Securitization, Bonds, Tranches, Leveraged Buyout (LBO), Waterfall Modeling, Investments, Investment Funds, Investment Ideas, Investment Cases, Investing, Collateralized Loan Obligations (CLO), Financing, Credit Ratings, IRR, NPV, NPV Calculation, Hedge Funds, Discount Rate Analysis, Spreadsheets, INTEXcalc, Bloomberg Terminal, S&P Capital IQ, Microsoft Office, Investment Banking, Fundraising Consultant, Fundraising Strategy, Client Services, CLO, Structured Products, Structured Finance, Financial Presentations, Financial Products, Scenario Analysis, Transaction Comparables, Equity Investment, Equity, Stock Market, Stock Insights, Stockpointers, Stock Analysis, Target Screening, Investment Modeling, Investment Research, Investment Analysis, Investment Strategy, Industry Analysis, Company Screening, Stress Testing, Structuring, eCommerce, Roadshows, Pitch Decks, Startups, Pitch Deck Consultant, Pitch Preparation, Interim CFO, Business Models, EBITDA, DCF Modeling, Angel Investing, Business Plan Consulting, Pitch Books, Pitch Presentations, Consulting, Models, Modeling, Financials, Price Negotiations, Term Sheet Negotiations, Acquisitions, Scenarios, Product Forecasts, Sales Forecasting, Financial Forecasting, Trend Forecasting, Investment Consulting, Alternative Investments, Investment Presentations, Buy-side, Buyouts, Sell-side, Structure, Term Sheets, Asset Liability Management (ALM), Market Sizing, Market Structures, Growth Marketing, Brand Management, Marketing Strategy, Digital Marketing Strategy, B2C, Business to Consumer (B2C), Go-to-market Strategy, Storytelling, Communication, Business Strategy, Growth Strategy, Market Segmentation, Investor Presentations, Deal Structuring, Reporting, Analysis, Loans, Fractional CFO, Software as a Service (SaaS), SaaS, Fintech, Business Planning, Market Research Analyst, Competition Research, Due Diligence Consultant, M&A Due Diligence (Financial), Presentations, Market Research & Analysis, Pro Forma Analysis, Cap Tables, Exit Strategy, Excel Expert, Accounts Receivable, SME/SMB Financing, Letters of Intent, Deal Sourcing, Portfolio Management, High Net Worth Individuals (HNWI), Small & Medium-sized Enterprises (SME), Business Services, Go-to-market Plans, Data Analytics, Crowdfunding Promotion, B2B, Digital Marketing, Customer Acquisition, Business Loans, Loans & Lending, Pricing Consulting, Paid Advertising, Advertising, Go-to-market Optimization, Advertising Campaigns, Marketplace Platforms, Revenue Projections, Underwriting, Trade, Online Media, Inventory Management, Cash Flow Management, Supply Chain Management (SCM), Investment Committee Advisory, Investment Capital Raising, Biotechnology, Impact Investing, Sales & Channel Enablement, Excel Modeling, Risk & Compliance, Risk Modeling, Decision Support, Shopify, Facebook Ads, Google, Commercial Real Estate Finance (CREF), Competitive Analysis, Term 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