Jeff Borack Email & Phone Number

• Working hard to save small businesses that have been impacted by Covid.
• Overseeing the administration of over $280MM of relief funds through the EIDL program.
• Promoted to the Congressional Inquiry team, which handles the highest priority and most sensitive cases.

Brooklyn

• Launched a business that was profitable by year three and averaged 30%+ YoY growth.
• Optimized all aspects of the business through KPI tracking of MRR, cohort-level churn, LTV, and CAC.
• Designed the website, app, and packaging, optimized via A/B testing, customer feedback, and market analysis.
• Managed the marketing budget and strategy; SEO, SEM, social media, affiliate, a referral programs.
• Strategically positioned the company to benefit from trends, capitalized on key differentiating factors.
• Negotiated all contracts, partnerships, and the sale of the business.

Greater New York City Area

• Instrumental in growing the fund from $3MM to $300MM as the fund’s first employee.
• Played a key role in the conception, research, and due diligence of vitally important investments surrounding Chinese frauds listed in the US.
• 472.3% return generated by the fund before another research analyst/associate was hired.

Palo Alto, CA

• Earned a 2.25% management fee as one of Wealthfront’s first investment managers.
• Generated a 75.5% return in the first year, net of fees, while maintaining a 20-50% cash balance.
• Maintained an extraordinarily low risk profile, with a standard deviation of 1.73%, beta of 0.83, and Sortino ratio of 8.65.
• Successfully attracted early investors by representing both the company and myself in numerous interviews, both online and in local newspapers.

Greater New York City Area

• Prepared research reports on US companies and recommended investment action after determining industry structure, competitive position, and valuation.
• Developed Excel-based valuation models utilizing comparative valuation, discounted, cash flow, sum of the parts analyses and many other common valuation techniques.
• Contacted and interviewed industry participants to evaluate management teams, competitive position, and industry drivers.

• Privately met with clients to assist in understanding personal and small business financial needs
• Presented solutions based on a personal needs analysis
• Developed a client base through a process of referral lead prospecting

• Researched the differentiation of Chronic Lymphocytic Leukemia and presented results at seminar
• Used infrared spectroscopy and a clustering software program to analyze affected cells
• Instructed international students on the proper use of equipment and safety procedures

Mba, Finance

Activities and Societies: Coursework Included: Accounting * Business Strategy * Derivative Securities * Ethics * Finance * Human Resource.

Bs, Bioengineering

Activities and Societies: Coursework Included: Biology * Calculus I–III * Chemistry * Circuits * Complex Systems Modeling * Differential.

Education record