Brett Brown, Cfa work email
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Brett Brown, Cfa personal email
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Specialize in:• Assessing and screening startup companies for capital investment • Conducting financial modeling, proforma, and valuation for startup companies across many different industries• Building business plans, pitch decks, and helping craft deal terms for private investments• Managing fund LP relationships by effectively communicating due diligence on investment targets
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Senior Financial AnalystBrfShreveport, La, Us -
Senior Financial AnalystBrf Oct 2021 - PresentShreveport, Louisiana, UsI work with high-growth startups in Northwest Louisiana looking to commercialize their business model. I do this through the Entrepreneurial Accelerator Program (EAP) at the BRF. Our team focuses on ideas that will engage the innovative spirit of our state and promote growth in the entrepreneurial ecosystem of our region.Our process for early-stage entrepreneurs helps them determine the scalability and sustainability of their business idea. Once this is determined, we work together with the entrepreneur to prepare a strategy to pitch to investors through industry research, technology access, and financial planning and modeling.Once a strategy is in place, EAP has access to investors through The New Louisiana Angel Fund (NLAF); the first of it’s kind investment fund in North Louisiana. Collectively, the fund operates as the first angel fund in North Louisiana, and has raised millions in private capital to be deployed in our region. Additionally, the Sidecar Investment Fund allows investors to collaborate, increasing the likelihood of providing funding for an entrepreneur’s business.Feel free to connect if:- You are an entrepreneur looking for capital to fund your business idea.- You are an investor looking to get engaged in high-growth startups.- You are a business leader looking to get involved in the entrepreneurial ecosystem of NorthwestLouisiana.- You are a professional interested in learning more about our program’s procedure or investment process. -
Financial AnalystBrf May 2019 - Oct 2021Shreveport, Louisiana, Us -
Treasurer & Member Board Of TrusteesNorthwest Louisiana Finance Authority Aug 2021 - Present
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Board MemberNoel United Methodist Children'S Center Sep 2019 - Present
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Senior Technical Analyst - Corporate Actions: Systematic InvestingEdward Jones Oct 2017 - May 2019St. Louis, Mo, Us -
Senior Technical Specialist - Managed Account TradingEdward Jones Feb 2016 - Oct 2017St. Louis, Mo, Us -
Trader/Technical Specialist IiEdward Jones Apr 2014 - Feb 2016St. Louis, Mo, Us -
Operations AnalystRobertson, Griege & Thoele Jun 2013 - Apr 2014Robertson, Griege & Thoele ("RGT") is a Registered Investment Advisory firm located in Dallas, TX & Newport Beach, CA. RGT has been serving clients with the highest standards of integrity, excellence, and innovation since 1985. RGT is the trusted advisor for select individuals and families who desire a customized approach to their investment management and financial planning needs.RGT is a fee-only wealth management firm. RGT's clients are served by a team of specialists focused on creating a plan that reflects their goals and values, while growing and protecting their net worth. RGT meets our clients evolving needs through prompt, attentive and caring client relationships. By listening before acting, RGT provides advice that responds to a client’s unique situation.
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Performance Reporting Specialist IiEdward Jones Nov 2011 - May 2013St. Louis, Mo, Us -
Portfolio Analyst - Private Wealth DivisionMercer Investment Consulting Jul 2010 - Nov 2011New York, Ny, UsIndependently calculates performance for managers and composites in accordance with the CFA Institute's standards for performance reporting. Also, monitors the asset allocation of the client's portfolios to ensure compliance with investment goals. -
Financial Mis AnalystAssurant Solutions Jun 2008 - Jul 2009Atlanta, Georgia, UsWorked individually as well as on a team of 6 coworkers beta testing different website environments during the implementation of the Fortune 300 Insurance Company’s totally new billing processing system. Also made recommendations, based on my testing, to all area supervisors to assist them in implementing the new system. -
Accounting InternAssurant Solutions Jun 2007 - Aug 2007Atlanta, Georgia, UsSuccessfully developed, implemented, and analyzed a month-long call study project for the supervisors of the direct billing department. Also, worked with Mainframe computer software to process payments received from clients on a daily basis while maintaining checks and balances. -
Summer InternA.G. Edwards Jun 2006 - Aug 2006UsProvided needed help to all areas of the business while learning the basics of the firms methods of matching customers to investment vehicles.
Brett Brown, Cfa Skills
Brett Brown, Cfa Education Details
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University Of Miami Herbert Business SchoolFinance
Frequently Asked Questions about Brett Brown, Cfa
What company does Brett Brown, Cfa work for?
Brett Brown, Cfa works for Brf
What is Brett Brown, Cfa's role at the current company?
Brett Brown, Cfa's current role is Senior Financial Analyst.
What is Brett Brown, Cfa's email address?
Brett Brown, Cfa's email address is br****@****ail.com
What schools did Brett Brown, Cfa attend?
Brett Brown, Cfa attended University Of Miami Herbert Business School.
What are some of Brett Brown, Cfa's interests?
Brett Brown, Cfa has interest in Technology, Stock Markets, Entrepreneurship, Investing.
What skills is Brett Brown, Cfa known for?
Brett Brown, Cfa has skills like Series 7, Series 66, Investments, Finance, Portfolio Management, Investment Management, Management, Asset Allocation, Sales, Financial Modeling, Strategic Financial Planning, Entrepreneurship.
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