Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- CU
Lists including Shady
Work Experience
Board Member
2021
2021
Chief Finance and Investment Officer
2021
Executive Director
2020
2020
Board Member
2020
2019 - 2021
Principle
2019 - 2021
2016 - 2019
Investment Banking Analyst
2016 - 2019
Analyst Coverage
2016 - 2016
2015 - 2016
Corporate Specialist
2015 - 2016
Structured Trade Finance Team - Responsible for handling day-to-day operations, monitoring accounts as well as acting as a front line to dealing with the clients
2015 - 2015
Investment Banker
2015 - 2015
• Developing pitches presentations, analyzing financial statements, investigating and analyzing economic and market trends and involved in equity analysis & company analysis • Prepared various valuation analysis using discounted cash flow, comparable companies, comparable transactions and return on investment concepts
2014 - 2015
Financial Security Advisor
2014 - 2015
• Licensed insurance and investment broker by the Autorité des marchés financiers, AMF • Develop personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters; analyze clients' financial records, set goals and develop a financial strategy • Help families reach financial security by adising them on different health and wealth protection products • Developing and implementing strategies to attract new investors.
2012 - 2012
Sales and Marketing Coordinator
2012 - 2012
• Develop and implement advertising campaigns appropriate for print or electronic media • Sourced and contracted a website developer and created all of the language and media content that populated the company website and additionally created a social media account for Facebook • As part of 4 person team, was in charge of the company’s multiple advertisements and marketing campaigns which included creating billboards and brochures