ZTrader @ztraderactive 2 months, 2 weeks ago
Feel free to contact me when you are interested in learning more about purchasing or selling shares of pre-IPO companies. I can help.
Strong interpersonal skills, outstanding work ethic and determination. My background is deeply rooted in Investments and Finance with extensive experience in equity trading and analysis.
I hold Series 7, 63, 65 licenses. (MSIM) Master of Science in Investment Management, Boston University.
Experience using Bloomberg, FactSet, SalesForce, CrunchBase, VC Experts, SharesPost, SecondMarket, Capital IQ, BARRA, Investext, Compustat, Lexis, Mergent, Wharton Research Data Services (WRDS), CRSP, Zephyr reports, First Research reports, Value Line, Morningstar, S&P reports, Moody's Financial Analyst, Dunn & Bradstreet (D&B) reports, RMA manuals, Experian, Great Plains, Lotus Notes, Quicken (TurboTax, Pro Series Accounting), Yahoo Finance, LightSpeed, TD Ameritrade, Scottrade, Advent Axys, Checkfree APL, Microsoft Office.