Bruno Epstein Email & Phone Number

Boston, Massachusetts, United States

• Conducted detailed assessments of business metrics and investment details for portfolio companies, ensuring comprehensive and up-to-date summaries
• Managed and updated a public valuations tracker, maintaining a SEG type index to monitor market trends and company valuations
• Utilized SourceScrub to identify and scrub relevant industry conferences and prospect lists to enhance networking and contribute to a robust pipeline of potential investments
• Performed thorough cleanup of legacy leads and accounts database, optimizing data integrity and usability
• Developed and maintained a precedent transactions database, serving as the single source of truth for M&A transaction comps
• Reviewed and refined Salesforce reports and dashboards, focusing on various geographies and themes to ensure accurate and actionable pipeline data

San Jose, California, United States

• Created reports using client financial information and internal tools (3D, Aladdin) to support the team’s portfolio management
• Created targeted research reports summarizing industry trends and notable events impacting share prices of public companies
• Created an excel template which consolidated clients’ financials (account balances, holdings, outstanding loans, etc.) in a digestible format for Financial Advisors to use during quarterly reviews
• Interfaced with private equity fund representatives to review performance data used to adjust clients’ holdings

Nantucket, Massachusetts, United States

Dedham, Massachusetts, United States

• Spearheaded the development of a telehealth startup's online presence by designing a user-friendly model website, featuring afresh logo and a streamlined navigation for multiple service pages, significantly enhancing.

Weston, Massachusetts, United States

Nantucket, Massachusetts, United States

Bachelors Of Science - Bsc, Major In Finance

Activities and Societies: Division 1 Rowing, SCU Investment Club, SCU Real Estate Association

Education record

Activities and Societies: Varsity Rowing (Captain), Skiing Association (President), Varsity Swimming, JV Soccer (Captain)Relevant Courses.