Thomas is available for hire
Hire ThomasThomas Robb
Verified Expert in Finance
Finance Expert
Location
New York, NY, United States
Toptal Member Since
March 12, 2019
Thomas delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of projects and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.
Career Highlights
Founder | CEO
Green Boost Education
Senior Associate
Morgan Stanley
Education Highlights
Bachelor's Degree
Michigan State University
Certification Highlights
Series 87
FINRA
Series 63
FINRA
Series 7
FINRA
Industry Expertise
Other Expertise
Work Experience
Founder | CEO
2018 - PRESENT
Green Boost Education
- Founded Green Boost Education, a financial services startup focused on providing financial education and literacy workshops to millennials and low-income families.
- Developed and oversaw strategic initiatives, content creation, and new business development.
- Managed and created an in-depth financial plan to account for rapid growth in new customers, product line expansion, and the hiring of multiple employees.
Focus areas: Revenue Optimization, Financial Modeling, Budgeting, Financial Planning & Analysis (FP&A)
Senior Associate
2012 - 2018
Morgan Stanley
- Analyzed customer unit economics and platform value across 20+ publicly traded SaaS companies to determine long-term margin potential focusing on customer acquisition costs (CAC), churn, customer lifetime value (LTV), and net retention ratios (NRR).
- Helped launch and grow a new team after only 12 months at Morgan Stanley, expanding into a leading, II-ranked Wall Street equity research franchise in less than one year.
- Researched competitive market dynamics, understood critical industry drivers, and developed complex industry models for the SaaS, media, financial technology, healthcare technology, web services, travel technology, and edtech markets.
- Developed actionable investment theses and pitched ideas to internal constituents and external clients by conducting complex financial modeling and leveraging an in-depth understanding of equity markets.
- Leveraged industry contacts and teams across Morgan Stanley to analyze and profit from complex financial situations including turnaround opportunities, special tax situations, and secular change stories.
- Established relationships with C-suite executives and multi-billion dollar clients by minimizing errors, taking extreme ownership of projects, and effectively communicating with critical stakeholders.
- Ramped quickly on new industries, projects, and challenges by leveraging primary data, industry contacts, and channel checks.
- Built and maintained complex predictive model of Class 5-8 Truck market incorporating inventory, builds, sales, and future demand/sales projections.
Focus areas: Growth Capital Raising, Profitability Analysis, Market Research, Valuation, Three-statement Modeling, Revenue & Expense Projections, Capital Structure Analysis, Comparable Company Analysis, Capital Raising, Mergers & Acquisitions (M&A), Price Analysis, Equity Valuation, Equity Research, Financial Statements, Financial Planning & Analysis (FP&A), Financial Modeling
Education
2008 - 2012
Bachelor's Degree in Finance
Michigan State University - Michigan
Certifications
JUNE 2012 - PRESENT
Series 87
FINRA
JUNE 2012 - PRESENT
Series 86
FINRA
JUNE 2012 - PRESENT
Series 63
FINRA
JUNE 2012 - PRESENT
Series 7
FINRA