Alex Casey Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Woodside Capital Partners is a global, independent investment bank that delivers world-class strategic and financial advice to emerging growth companies in the technology sector.

San Francisco Bay Area

Primary responsibilities• Perform business and market diligence on new investment opportunities• Manage and maintain pipeline of ongoing investment opportunities for the group• Prepare internal investment memos / documentation for distribution to co-investors, if relevant• Assist with execution of investments, including coordination with co-investors• Monitor reporting of portfolio company financials• Perform / manage due diligence on potential follow-on investments in existing portfolio investments• Interface with with co-investors and other stakeholders to address portfolio- related questions

Greater San Diego Area

Assumed project execution responsibilities including, but not limited to:1. Assisted and managed primary research for clients by recruiting of stakeholders and note-taking/transcribing, and also leading interviews2. Conducted secondary research / developing fact packs and became knowledgeable on several key products, disease states and therapeutic categories3. Developed project materials (e.g. therapeutic and payer landscapes, financial models, analytical spreadsheets, discussion guides, pricing assessments, market research templates, power point deliverables and client ready materials) and provided strategic input4. Engaged in proposal writing via primary and secondary research, as needed5. Improved Market Access’ internal payer network through additional recruitment

Greater New York City Area

Syntegrate (verb): to bring together seemingly dissimilar research, insights, ideas, and people to create new value and growth in the marketplace.At Syntegrate Consulting, our mission is to be an industry leader in the exciting evolution of marketing. Many of the things that worked in the past are no longer working because the pace of complexity in the marketplace is accelerating, making it harder for companies to compete. People expect a lot more from brands today, and from life in general. To be successful in the future of marketing, we believe brands must do more than meet a need through a rational product benefit with supporting attributes. They must now bring emotional meaning to people’s lives by telling a brand story that is a seamless weaving of emotion and product. That’s why we help our clients build brands, strategies, and communications that CONNECT with the humanness of today’s consumer and shoppers, ENGAGE them in your brand story so you INSPIRE them to purchase your brands.• Served $+1billion dollar Clients in the Consumer Goods industry through several projects• Developed key strategic marketing deliverables such as Consumer and Shopper Inputs, Integrated Planning Briefs,and Shopper Journey plans which were used by clients to achieve key metrics and objectives• Authored Qualitative research reports on consumer/shopper research on behalf of clients. Reports were used to inform marketing and advertising spend• Contributed to the business development and proposal process, responsible for authoring responses, developing pricing models and producing end deliverables which resulted in thousands of dollars of new business.

Greater New York City Area

Loyola Marymount University

In 2002, the Loyola Marymount University School of Business Administration established the Student Investment Fund (SIF) with the purpose of providing students with hands-on experience in investment. Since the fall of 2008, the fund has been managed by 12 students in the one-year three-course SIF Security Analysis and Portfolio Management Seminars.• Collaborated with small team of students and one professor to manage a $500,000+ portfolio• Conducted discounted cash flow and residual income valuation analysis (Modeling with Capital IQ and WANDA)• Analyzed stocks by utilizing both technical and fundamental security analysis as well as by examining relevant qualitative factors that may potentially affect future earnings• Learned portfolio composition and engaged in performance measurement, culminating with the production and presentation of an Annual Report.

San Francisco Bay Area

• Managing leads by utilizing online and offline sources to cultivate new leads and develop/maintain a pipeline• Making a high volume of daily outbound sales calls to local business owners across all verticals• Driving the full sales cycle to attain new business: make introductory calls, assess business goals through qualifying, and closing the deal• Pilot and test new sales methods and products • Achieving sales targets by innovating new methods both strategically and on the fly

San Jose, California

• Assisted in stock administration, including preparation of stock option grant documentation and maintenance of Solium CapMx equity database. • Provided compensation program support and benchmarking, including entry and analysis of Radford data.• Performed market analysis for semiconductor Intellectual Property (IP) market. Created consolidated forecast model for microprocessors, graphic processors, chip design circuits, and software.

Finance, General

Data Science Immersive Bootcamp

Program Details: Python, SQL, Inferential & Descriptive Statistics, Deep Learning, Data Visualization (matplotlib and seaborn), Machine.

Education record