Private Placement VC & PE

Recovery, development, mental and health services, medical facilities and children aid.

Capital Raise early round investment to https://konzortia.capital/

Argonaut 2000 LP fund - hedge fund capital. Alt strategy US publicly traded equities.

- Capital raising solutions for early stage companies and institutional investor deal sourcing- Close existing LPs and engage with potential anchor and cornerstone investors- Top-off fundraisers assignment: Fundraising in a specific geography; targeting a specific class of institutional investors; capital introductions to a limited number of LPs- Strategy Advisor: Equity, Royalty Revenue Notes, Convertibles, Registered Direct, PIPEs, etc. - On-going development: Direct to managing directors outreach. High alpha investment deal flow. Exclusive access to unique investment opportunities in LATAM

Licensed stock broker (Series 7, 63, 65) & wealth advisor professional. Provided strategic advice and analysis across variety of financial products and services. Assessed corporate client’s overall financial needs. Guided corporate clients towards stable investments, profitable and secure financial decision. Served as member of team providing analysis and reports for financial advisory decisions.• Delivered reports on best opportunities to blend portfolios with mutual funds, stocks, bonds. • Kept abreast of new industry’s trends and research market to back up financial consulting.• Designed and implemented portfolios for corporate clients.

Fund raise for early startups with a focus on LATAM. Over $5mm raised in funding. Consulted on corporate strategy, business development and helping companies mitigate cost and overall lowering operational costs. Built financial models. Guided firms on go-to-market strategies. Coached firms on pitching investors with use of decks and other tools. • Building financial models for start-ups • Seeking early-stage funding• Guiding firms on go-to-market strategies• Coaching firms with pitching decks and other tools• Assisting firms from incubators/accelerators stages through early-round funding

Prepared cash flow and P&L models for acquisitions/dispositions, relocations, and other strategic real estate alternatives. Provided quarterly and annual budgeting analysis. Carried out FP&A responsibilities and real estate investment project forecast decisions. Created an internal rate of return (IRR) financial scenarios using VBA Excel modeling.• Developed complex financial models to support ongoing operations and planning.• Business Valuation, Financial Modeling, Statistics, Financial Statement Analysis Time Series Analysis, VaR Analysis, Basel Ⅲ.• Advanced Excel Skills(V-lookup, Pivot Table), VBA, SPSS.• Prepared cash flow and P&L models for acquisitions/dispositions, relocations, and other strategic real estate alternatives.

Provided consulting services for financial tech firm seeking market viability study in UK market. Served as member of team creating short-term strategy for firm to enter UK market. Conducted extensive research on UK and European financial regulatory system. Established relationships with financial firms based in London to test go-to-market strategy.

Managing corporate finance. Oversaw annual budget. Provided quarterly financial position reports to CEO. Led general accounting functions, including bank reconciliations and general ledger. Managed cash-flow and maintain pre-established cash reserve levels. Analyzed and forecasted various financial metrics. • Assisted in developing multi-year financial plans• Develop quarterly financial benchmarks. • Managed firm's P&L and advised firm on key financial decisions • Implement annual strategic budget and developed departmental budget(s)

Led accounting, financial functions, and compliance systems with multi-year state and federal educational service contracts. Negotiated loans, leases, and large contracts. Annual budgets. Oversaw the preparation of quarterly and annual financial pro-forma.Negotiated loans, leases and large contracts.Supervised accounts payable, accounts receivable, payroll, fiscal and budgetary decisions.Oversaw corporate P&LOversaw the preparation of an annual budgetSupervised quarterly tax projections.Assured financial and business compliance of all federal and state grants Business controller engaged in strategic growth foresight. Provide systems and controls to financial decisions and reporting. • Directed preparation of annual budget.• Supervised quarterly tax projections.• As a member of senior management created strategic financial metrics• Encharge of setting and following guidelines for federal contracts including financial reporting, and financial compliance.

Equity analyst for Los Angeles based fundFinancial knowledgeable on various industries.Compiled and analyze microeconomic and industry data.Wrote reports to be distributed to our clients and sources.Financial modeling & VBA.Analyzed the financial soundness of publicly traded companies.