Hire Freelance Underwriting Experts
Evan Turner, CFA, CAMS
Freelance Underwriting Expert
Evan is a Boston College finance and corporate reporting and analysis graduate who maintains a CFA designation. He is a seasoned investment professional and startup executor who has founded, scaled, and exited businesses himself and grown those of his clients. Evan enjoys consulting for clients seeking executive-level expertise from an operator who knows how to identify opportunities, scale them from the ground up, and generate outsized returns for investors.
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Turner Advisory Services
Alberto Bazzana
Freelance Underwriting Expert
Alberto has been instrumental in the underwriting, management, and sale of energy and infrastructure assets totaling more than $5 billion. Before moving into banking, he led teams in consulting engagements across nine countries and several sectors. He has an executive MBA from Wharton and worked as part of General Electric's foremost management development programs. Alberto enjoys freelancing as it enables him to work with a diverse clientele.
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MUFG
Rohini Reddy
Freelance Underwriting Expert
Rohini has 13+ years of experience in property and casualty (P&C) insurance. As an industry professional and a management consultant, she has helped insurers build and manage products, develop competitive strategies, and build capabilities through transformation. Rohini joined Toptal to leverage her experience in helping startups and large insurers solve challenging problems.
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Self-employed
Glenn Peters
Freelance Underwriting Expert
Glenn is an experienced investment banker specializing in M&A and capital markets. Glenn has worked for leading investment banks (JPMorgan, Deutsche) participating in transactions totaling over $55 billion. His experience includes working with C-level executives at over 30 companies in preparing financial models, business plans, and offering memorandums. He enjoys freelancing to find challenging projects and to work with fascinating clients.
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Growth Capital Partners, LLC
Joseph Valentic
Freelance Underwriting Expert
Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.
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The Growth Advocate
Dimitre Krouchev
Freelance Underwriting Expert
Dimitre is a financial consultant who has worked with over 50 clients in multiple corporate finance roles, such as interim CFO, VP of finance, and senior associate, helping startups and SMBs raise over 77 million in debt and equity financing. Dimitre was a former senior associate at Triple Enterprises, a top financial advisory firm in Los Angeles, and was the first senior associate to be offered partner there.
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DK Financial Consulting
Amin Hariri
Freelance Underwriting Expert
Amin is an experienced finance professional and private equity investor, having served as the CFO of two middle-market companies and successfully executed buyout acquisitions representing over $1 billion of invested capital. After a successful 20+ year career, Amin is now advising founders and management teams on capital raising, business planning, and M&A efforts. He has experience working with both well-established and startup organizations in the business services and technology sectors.
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Break Point Capital LLC
Stephen Kelly
Freelance Underwriting Expert
With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.
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Grand Coast Capital Group, LLC
Rich Adams
Freelance Underwriting Expert
Rich is an award-winning leader specializing in answering his clients' business growth, operations, and change management questions with innovative techniques. He has over 20 years of experience in business development, operations, management, and market strategy, working with private equity and Fortune 100 companies like Kroger, Cigna, and Blue Cross Blue Shield. Lately, Rich has founded DART, an organization focusing on innovative digital health solutions.
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Integrated Prescription Management
Siddharth Dandekar
Freelance Underwriting Expert
Sid is a finance expert with 10 years of experience. He has advised institutions on 50+ stocks with a market cap aggregating $2 trillion. His deep valuation and due diligence expertise cover both developed and emerging markets across the consumer goods, real estate, technology, and retail sectors. Currently, Sid is overseeing his family investment office while leveraging his unique insights as both an owner and adviser to help clients attain their financial and operational objectives.
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Wolfe Research
Hassan Daher
Freelance Underwriting Expert
Hassan is a finance professional with 10+ years of experience in freelancing and providing strategic and financial services to businesses with Deloitte. In 2019, he founded and built an FCA-authorized fintech lending platform in the UK that is a clear market leader in its category. Hassan enjoys freelancing because he loves working on challenging projects with talented people and because it allows him to leverage his experiences to help businesses maximize their growth.
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Qardus
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