Feel free to contact me when you are interested in learning more about purchasing or selling shares of pre-IPO companies. I can help.
Over 17 years of experience of trading, sales, analysis, and money management. Primarily in the private and public equity markets.
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 evaluating companies based on fundamental and technical analysis, DCF, CAPM and EVA.
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.
Boston University – School of Management
Master of Science (M.S.), Investment Management
2006 – 2008