Thomas Robb
Verified Expert in Finance
Finance Expert
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
Education Highlights
Certification Highlights
Industry Expertise
- Finance
- Software
- Financial Modeling
- Software as a Service (SaaS)
- Financial Markets
- Industrials
Other Expertise
- Comparable Company Analysis
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Revenue & Expense Projections
- Three-statement Modeling
Work Experience
Founder | CEO
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.
Senior Associate
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.
Education
Bachelor's Degree in Finance
Michigan State University - Michigan
Certifications
Series 87
FINRA
Series 86
FINRA
Series 63
FINRA
Series 7
FINRA
Skills
Finance
Financial Planning & Analysis (FP&A), Revenue Modeling, Budgeting, Equity Research, Comparable Company Analysis, Revenue & Expense Projections, Three-statement Modeling, Valuation, Market Research, Profitability Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions (M&A), Capital Raising, Growth Capital Raising, Capital Structure Analysis, Equity Valuation, Price Analysis, Revenue Optimization
Output Software
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
Industry Expertise
Financial Markets, Financial Services, Technology, Software, Industrials
Geographic Expertise
United States, Europe, Canada
Other
Financial Statements, Financial Presentations, Excel Modeling, Software Equity, Revenue Strategy, Revenue Analysis, Budget Modeling, Market Research & Analysis, Industry Analysis, Software as a Service (SaaS), SaaS, Enterprise SaaS, Modeling, Inventory
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring