Brian Kessler Email & Phone Number

New York, Ny, Us

Boca Raton, Fl, Us

Investing in the Digital Infrastructure space across data centers, fiber networks, cell towers, small cells, and edge infrastructureAUM: $85bn

New York, New York, Us

Worked on a variety of complex restructuring transactions including bankruptcies, LMEs, and distressed capital raisesTransaction Experiences:- Section 363 Sale of pharmaceutical company in bankruptcy to large European strategic- Diebold Nixdorf's bankruptcy and successful exit including utilization of a Dutch WHOA process and raise of $1.25bn DIP-to-Exit Facility- Assisted in coverage and business development activities across the TMT and Chemicals industries

San Francisco, California, Us

Boston, Massachusetts, Us

Analyst for Northeastern University's highly selective long only strategy Equity Fund with approximately $200,000 AUM.Responsible for:- Presenting in depth stock pitches to Executive Board for potential additions to portfolio. Pitched Applied Materials and Cirrus Logic in previous cycle- Writing detailed equity research reports using a value investing perspective- Performing and presenting industry analysis to fund on stocks I am researching- Creating DCFs and various financial models- Utilizing Bloomberg Terminals to obtain financial data

Boston, Massachusetts, Us

Promoted from Analyst to Senior Analyst for Northeastern University's highly selective long only strategy Equity Fund with approximately $200,000 AUM. As a Senior Analyst I was chiefly responsible for two teams of analysts with focuses on equity and industry research. In this role I worked closely with younger analysts to develop their valuation and research skills while still driving towards deadlines.Responsible for:- Managing two teams of five analysts. -One team performed in depth industry research on the Information Technology Sector and successfully delivered and presented our current outlook on it.-The second team completed a full equity research report on Village Supermarkets (Nasdaq: VLGEA), a microcap grocery stock. We presented our report to the portfolio management team for purchase by the fund. The report included our thesis highlights, detailing our views on why the stock presented a value buying opportunity from a bottom up fundamental and technical perspective. The report also included a full financial model with DCF and Comparable companies methods.

Washington, Dc, Us

Co-founded TAMID at Northeastern's Investment Fund- Developed investment strategy focused on GAARP (Growth at a Reasonable Price) thesis- Created processes for new idea generation, research and diligence, as well as investment committee review and portfolio allocation decision making- Oversaw logistics and operations of organization comprising ~25 students in investment fund as well as ~20 students in a preparatory course in which they learned investing fundamentals and our proprietary investment process/strategy

Richmond, Va, Us

Investment Banking Summer Analyst with Harris Williams’ Boston Technology Group.

Emeryville, Ca, Us

- Facilitated Transaction Opinions delivering Fairness and Solvency Opinions on M&A, LBO, dividend recap transactions, and Portfolio Valuations for illiquid securities- Prepared a Balance Sheet Test, multiple downside scenario sensitivity analyses, DCF valuation, and industry overview, for a Healthcare company involved in a buy side acquisition of a rehab facility network- Delivered 20 complete Comparable Company and Transaction Valuations, various supplemental valuation analyses, and industry overviews on an Enterprise Valuation of companies involved in M&A and LBO activity- Co-authored an annual report sent to thousands of prospective clients, detailing trends in domestic and global M&A activity- Created a complete simulated portfolio asset valuation model on a multi-million-dollar restaurant chain including a fully sensitized Enterprise Valuation with DCF, and Comparable company and Transaction valuations, and board presentation

Ann Arbor, Mi, Us

- I served as the Vice President and am responsible for all operational manners in an Israeli focused Consulting group of over 100 members on campus.- I frequently interacted with Northeastern Administration to coordinate event spaces and have successfully done so for four events and for four weekly meeting spaces- Worked with fellow board member to design and host a LinkedIn workshop where participants learned how to build an effective profile and maximize their presence

Ann Arbor, Mi, Us

- Worked with a team to analyze the web presence of a crowdsourced guided city tour startup- Created and presented a deliverable with our findings and recommendations to optimize web presence to the startup

New York, New York, Us

- Managed a set of trading accounts with prime brokers worth over $3 Billion by executing and booking dozens of multi-million dollar trades daily, and effectively communicating with brokers and head trader to ensure minimum daily account balances were met- Utilized Excel Macros and a SQL data interface to run over 10 reports each day to analyze our inventory of securities and provide crucial data for the traders to execute and negotiate trades- Effectively managed tasks on a hectic trading floor, often multitasking to complete several deliverables at once

San Francisco, California, Us

- I interned with a Financial Database team that managed data on a number of trading products including equities, fixed income, derivatives, FX, securities lending/borrowing, and repos for regulatory and trade strategy improvement purposes- I worked predominantly on our Securities team and worked closely on a Federal Reporting Project to ensure Wells Fargo has adequate collateral pledged for various securities products; products included Margin Loans, Short Sales, and Securities Borrowing and Lending- Leveraged an SQL Server to manipulate and analyze data to meet reporting requirements - Redesigned and remodeled data build for Fixed Income Financing to update logic, formatting, and mapping on over 70 fields in over 10 stale tables- Converted over 500 lines of code from Microsoft Access to T-SQL and engineered a complex SQL query to match 3.5 million data points between two data environments for Fixed Income Financing build redesign- Spearheaded final leg of enterprise-wide project to trace Data Lineage through numerous data warehouses; traced mapping of over 20 data elements through 4 databases and delivered report before deadline- Combined financial and coding knowledge to over 40 data issues, including populating missing data, modeling data, and remapping data to fit financial and reporting requirements - Managed progress of each data issue assigned to me and successfully collaborated with the development team to test and implement code to solve each problem - Gained exposure to a wide range of financial products including Securities Lending and Borrowing, Repos and Reverse Repos, Loans, Derivatives, Interest Rate Swaps, and various fixed income financing products

New York, New York, Us

Atlantic Beach, New York, Us

Worked as a summer employee at large beach clubResponsibilities included:- Managing constant flows of demanding customers at Ice Cream concession alone- Completing cash-register close out forms daily- Managing freezer inventory and stocking products

East Rockaway, New York, Us

Jen Stock Designs is a company which sells their own line of vegan, luxury, yoga jewelry- Researched, analyzed, and evaluated market trends and competitive landscape to recommend potential product improvements to improve presence in male jewelry category- Executed email marketing campaigns using Mailchimp to improve brand recognition, announce new launches and pop-up shops, and promote sales; successfully increased web traffic and visitor interaction-Revamped Squarespace and Shopify e-commerce platforms to streamline layout, clarify branding, and retool product descriptions

Lynbrook, New York, Us

Competed in interscholastic Lincoln-Douglas style debate competitions.-Received first place in large competition.

Washington, Dc, Us

President of the Lynbrook/Five Towns chapter of BBYO. - Grew struggling chapter from 30 to 50 members in one year- Increased average program attendance by 100%- Managed an executive board of 8 people- Chaired biweekly meetings and implemented efficient meeting strategies to increase productivity; average meeting time was reduced from 90 to 60 minutes

Washington, Dc, Us

Guided Jewish teens on how to embrace religion and culture. Pioneered new programs to reach out to peers in community.- Planned and ran 4 heavily attended programs throughout my term- Recruited 6 new members and received Tree of Life Award for it

Oceanside, Us

Intern for Early Childhood Summer Program. Worked with young children in educational development.

Bachelor Of Business Administration - Bba, Finance And Business Administration | Minor In Data Science

Advanced Regents Diploma