Financial Planning

I provide top-notch quantitative and qualitative investment analysis for public equity, long-only, private equity, venture capital funds; as well as any corporations in need of insightful business analytics. 5 years in the industry (3 at a value-oriented equity shop with +1 billion in AUM and 2 at a major investment bank) has afforded me a palette of skills for conducting diligence on potential investment ideas, other competitors, and potential corporate projects. I have spent a large amount of time on oil & gas companies (mainly E&P) but have analyzed companies in business services, telecom, retail, financials, transportation, and industrials as well. During my tenure as an analyst, I have combed through thousands of SEC filings, built hundreds of models, held dozens of conversations with company management teams, spent countless hours on Bloomberg & Excel, and wrote numerous investment reports. My work product is of the highest quality and I aim for 100% satisfacti