Financial Consultant
2014 - PRESENT
Montane Consulting
- Provided early-stage counseling on FP&A, modeling, business plan creation, investor identification, pitches, and terms.
- Served over 100 clients, including Neura Health, MyHouseBy, Populus Media, Allio Fintech, Women at the Helm, Larabee, VoxSnap, Daily Haloha, FireBrand Group, 82 Stories, and Gift Me Chic.
- Helped clients to receive more than $150 million in funding offers from VC, PE, angel, and private investors.
- Facilitated growth for multiple clients from $1 million in revenue to more than $10 million.
- Developed a proprietary intrinsic equity valuation tool that was deployed by hedge fund clients.
- Published over 600 times by Investopedia, Benzinga, ExpressWriter, Fool, and Toptal.
- Developed employee compensation plans to attract and retain the high-level talent required to scale rapidly.
- Acquired securities licenses and partnered with the exceptional financial planning firm Northeast Financial Network to serve advisory needs of HNW, family office, and business owner clients post-exit.
Focus areas: Pitch Preparation, Business Planning, Investor Presentations, DCF Valuation, DCF Modeling, Venture Capital, Venture Debt, Capital Raising, Growth Capital Raising, Budgeting, Price Analysis, Financial Planning & Analysis (FP&A)
Director of Research
2015 - 2016
Prudena
- Designed a suite of automated equity analysis and valuation tools with a focus on value investing strategies.
- Created financial models for internal capital management and forecasting.
- Created a business plan for the purpose of securing a $1.5-million equity capital raise.
- Pitched venture capital investors to discuss the sale of equity in Prudena; investors were interested in pending demonstrable subscriber growth.
- Produced equity research reports on a platform for marketing purposes/proof of concept.
Focus areas: Capital Raising, CFO, Financial Reporting, Valuation, Business Planning, Equity Research
Equity Research Analyst
2013 - 2014
Sidoti & Co
- Identified promising equity research subjects.
- Conducted fundamental research and created financial models with forecasts.
- Interviewed executive management teams.
- Conducted channel checks.
- Reviewed SEC filings, company news, market, and industry conditions.
- Composed and published research reports, presented research to sales team, discussed research with institutional clients.
- Developed and maintained relationships with institutional clients.
Focus areas: Equity Research
Garden State Mobile Vending
- Founded and successfully exited a profitable seasonal business in the food services industry.
- Oversaw rapid expansion of physical capital and revenue to more than $100,000 in a 12-week season.
- Raised over $45,000 in financing from banks and private investors.
Focus areas: CFO, Capital Allocation, Marketing, Business Development, Contract Negotiation, Management, Investor Presentations, Capital Raising
Research Analyst
2011 - 2013
Noble Equity Fund
- Conducted fundamental equity research for a hedge fund.
- Created models and forecasts, reviewed third-party research, analyzed the market and industry data, aggregated qualitative information, and interviewed executive management teams.
- Designed and conducted research projects, performed research and analysis of various markets, industries, indexes, and macroeconomic indicators.
- Presented investment recommendations based both on research and the evolving strategy of the fund manager.
- Worked closely with the fund manager, presented all research and conclusions directly several times each week.
Focus areas: Equity Research
Profiles Data Analyst
2009 - 2010
Bloomberg LP
- Analyzed public company filings and private company data to ensure depth and accuracy of financial and corporate profile information on Bloomberg database.
- Made edits to Bloomberg data when appropriate.
- Reported daily progress to the management team.
- Fulfilled project goals successfully (contract position).
Focus areas: Equity Research