Ben Rosso, Cfa Email & Phone Number

Charlotte, Nc, Us

Redwood City, California, Us

Marlton, New Jersey, Us

Radnor, Pa, Us

Sample investments include Appcues, Fashionphile, Symphonic

Radnor, Pa, Us

New York, Ny, Us

Created, implemented, and managed customized investment portfolios for over 50 Ultra High Net Worth clients representing a total of $3 billion in AUMCompleted and presented strategic analyses including evaluating the effects of M&A activity on client portfolios and equity compensation and developing a reporting template for over $130mm in private investment assetsResearched and analyzed public data and filings in order to optimally address concentrated stock positions and liquidity events for clients and prospectsCoordinated with internal and external stakeholders to answer questions regarding trust & estate planning, restricted stock holdings and investment due diligence and performance monitoring

Notre Dame, In, Us

Conducted in-depth equity research on Facebook (FB) and First Solar (FSLR) and developed a rigorous valuation model and price target as part of a highly competitive and selective programManaged a $10 million investment portfolio in partnership with 26 other analysts

Charlotte, Nc, Us

Mosaic Capital Partners is a private investment firm providing mezzanine debt and equity to lower middle market companies with greater than $10 million in revenues for change of control transactions. As a summer analyst, I was involved in nearly all aspects of the deal process, but some of my primary responsibilities included:• Creating comprehensive vetting memos for the senior investment team and drafting preliminary IOIs for communication with target company shareholders and investment bankers• Constructing valuation models using ESOP LBO and comparable company techniques in order to determine and gauge the appropriateness of proposed transaction multiples• Analyzing potential transactions with investments at different levels of the capital structure including Unitranche and Mezzanine debt as well as Structured Equity

Haddonfield, Nj, Us

Thrive is a startup technology firm creating talent networking and recruitment applications for executive recruiters, venture capital and private equity firms, and enterprise environments. As the fourth employee, I gained valuable insight into different departmental areas of the company as well as experience working in a startup environment. Responsibilities and Accomplishments• Supported clients in use of the application and its features• Contributed to the improvement and usability of the application• Generated a fully customized sample application for use in business development with a prospective customer

Haddonfield, Nj, Us

True is a retained executive search firm placing board directors, C-suite executives, and direct report executives for growth technology companies backed by leading venture capital and private equity firms. As a summer analyst, I was responsible for:• Researching key information for executive searches, especially regarding Venture Capital and Private Equity funding of technology and life science startups• Simplifying and continually updating a large database of contacts and companies including establishing new standards for data entry and organization• Assisting and supporting partners and operations team on searches and on data-based tasks

Newark, California, Us

Concentrix is a global business services firm whose focus is on driving customer engagement for its clients throughout their customer lifecycles.• Examined competitive position and local delivery center penetration in a specific market in order to help determine whether to open a new center in that location• Located key executive contacts at global airlines to assist with sales generation

Bba And Bs, Finance And Applied And Computational Mathematics And Statistics

High School