Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Investment Consultant; Senior Equity Analyst; Senior Portfolio Strategist
Industry
Finance / Banking / Insurance
Website
http://www.adviceco.com
About
Investment professional with 15+ years in Buy-Side/Sell-Side roles requiring deep research, financial modeling, technical/product expertise & client-facing responsibilities. Analytical thinker with ability to understand complexity, identify & analyze relevant data, & convey implications to diverse audiences.
Currently acting as a Consultant to investors (PE/VC funds) & management teams, primarily focused on quantitative modeling; financial analysis; evaluation of business models; and improving investment-related decisions.
Expertise includes:
Excel modeling: create bottoms-up & top-down models that identify, quantify, & triangulate assumptions both implicit & explicit
Contact Details
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