出版
Getting the Most from 股票研究 - Lessons from a Former 研究分析师
http://40n73t.mylifemytakaful.com/finance/equity-research-analysts/getting-the-most-from-equity-research
瑞安 is 可用 租用
雇佣 瑞安瑞安态度
验证专家 in 金融
金融专家
位置
Flagstaff, AZ，美国
至今成员总数
2016年8月22日
瑞安 left the hedge fund equity research world to found 山区咨询, a practice specializing in startups, 增长, 和退出计划. Since then, 瑞安 has helped clients raise more than $150 million in early-stage capital. 瑞安's duties are generally fractional strategic financial director/首席财务官 and fundraising advisor.
案例研究
工作经验
金融顾问
2014年至今
山区咨询
- Provided early-stage counseling on FP&A, modeling, business plan creation, investor identification, pitches, and terms.
- 服务客户超过100家, 包括神经健康, MyHouseBy, 杨树媒体, 使用Allio Fintech, 掌舵的女性, Larabee, VoxSnap, 每日Haloha, 煽动集团, 82年的故事, 和Gift Me Chic.
- Helped clients to receive more than $150 million in funding offers from VC, PE, 天使, 私人投资者.
- Facilitated 增长 for multiple clients from $1 million in revenue to more than $10 million.
- Developed a proprietary intrinsic equity valuation tool that was deployed by hedge fund clients.
- Published over 600 times by Investopedia, Benzinga, ExpressWriter, Fool, and Toptal.
- Developed employee compensation plans to attract and retain the high-level talent required to scale rapidly.
- Acquired securities licenses and partnered with the exceptional financial planning firm Northeast Financial Network to serve advisory needs of HNW, 家庭办公室, and business owner clients post-exit.
重点领域:项目准备, 业务规划, 投资者的演讲, DCF估值, DCF模型, 风险资本, 风险的债务, 融资, 增长型融资, 预算, 价格分析, 财务规划 & 分析(FP&A)
研究部主任
2015 - 2016
Prudena
- Designed a suite of automated equity analysis and valuation tools with a focus on value investing strategies.
- Created financial models for internal capital management and forecasting.
- Created a business plan for the purpose of securing a $1.500万股权融资.
- Pitched venture capital investors to discuss the sale of equity in Prudena; investors were interested in pending demonstrable subscriber 增长.
- Produced equity research reports on a platform for marketing purposes/proof of concept.
重点领域:融资, 首席财务官, 财务报告, 估值, 业务规划, 股票研究
股票研究分析师
2013 - 2014
Sidoti & Co
- Identified promising equity research subjects.
- Conducted fundamental research and created financial models with forecasts.
- Interviewed executive management teams.
- 进行通道检查.
- Reviewed SEC filings, company news, market, and industry conditions.
- Composed and published research reports, presented research to sales team, discussed research with institutional clients.
- Developed and maintained relationships with institutional clients.
关注领域:股票研究
创始人
2010 - 2014
花园州移动自动售货机
- Founded and successfully exited a profitable seasonal business in the food services industry.
- Oversaw rapid expansion of physical capital and revenue to more than $100,000 in a 12-week season.
- Raised over $45,000 in financing from banks 私人投资者.
重点领域:首席财务官, 资本配置, 市场营销, 业务发展, 合同谈判, 管理, 投资者的演讲, 融资
研究分析师
2011 - 2013
来宝股票基金
- Conducted fundamental equity research for a hedge fund.
- 创建模型和预测, 审查第三方研究, analyzed the market and industry data, aggregated qualitative information, and interviewed executive management teams.
- Designed and conducted research projects, performed research and analysis of various markets, 行业, 索引, 宏观经济指标.
- Presented investment recommendations based both on research and the evolving strategy of the fund manager.
- Worked closely with the fund manager, presented all research and conclusions directly several times each week.
关注领域:股票研究
数据分析师
2009 - 2010
彭博资讯
- Analyzed public company filings and private company data to ensure depth and accuracy of financial and corporate profile information on Bloomberg database.
- Made edits to Bloomberg data when appropriate.
- Reported daily progress to the management team.
- Fulfilled project goals successfully (contract position).
关注领域:股票研究
其他的经验
教育
2005 - 2009
经济学学士学位
圣母大学 - Notre Dame, IN, USA
认证
2016年4月至今
Health, Accident, Disability, and Life 保险 Licenses
NAIC | Numerous State 保险 Commissions
2013年9月至今
系列7、63、65、85、86
美国金融业监管局
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