Casey Ryan Email & Phone Number

• Leading the growth of the startup equity research department at WestPark Capital.
• Developed research coverage plans for three existing analysts. Chose sectors and companies with sectors for coverage.
• Designed sales strategies and resource planning models for WestPark Capital Markets.
• Providing sector coverage for the cybersecurity industry. Key Names include: Crowdstrike (CRWD), SentinelOne (S), Okta (OKTA), CyberArk (CYBR) Tenable (TENB), Qualys (QLYS).
• Leading recruitment of new analysts and planning which sectors to pursue to support capital markets and investment banking.

Los Angeles, CA, US

San Diego, US

• Managing Director March 2019 – Present
• Technology and Health care focused investor relations and strategic advisory firm
• Represent private companies in the cannabis sector raising seed and series A rounds of funding.
• Provide strategic advice to client companies on product and market expansion, and mergers & acquisitions.
• Lead marketing efforts for Berg Capital and engage actively with founders, CEO’s and CFO’s at target companies
• Founded Berg Capital’s research product in written and digital formats.

Oakland, CA, US

• Executive leader for California cannabis delivery and product company.
• Created all financial reporting and analysis for company without acting CFO. Built systems to operate business from a financial health perspective. Drive large operational changes based on financial analysis and.
• Manage Grassdoor strategic partnership for statewide expansion of Smoakland brands.
• Built internal valuation and investor presentation for A round of growth capital for Smoakland.
• Manage three core operational departments – Customer Service, Driver Ops and Inventory.
• Design processes around recruiting and retention of staff.

San Francisco, CA, US

• Chief Financial Officer and Chief Operating Officer
• Responsible for all financing and accounting functions at Lifestyle brand start-up
• Responsible for hiring, scheduling, managing staff in all functional areas of the business.
• Lead conversion of meditation offerings from physical studio to digital platform.
• Managed all aspects financing for the business including banking and lending relationships.

• Small cap and microcap Long/Short equity fund.
• Aid in growing firm AUM to $300M from $50M.
• Responsible for stock selection and buy/sell timing of portfolio positions.
• Analyze public companies and make recommendations for long and short positions.
• Lead data gathering and data processes at Lyon Street Capital.
• Evaluate data vendors and consulting partners for the fund; measure the effectiveness of services.

Boston, MA, US

• Built new solutions and new initiatives for commercial lending group of General Electric.
• Identified promising sectors to grow lending assets.
• Lead entry into Micro-brewing industry for sales team.
• Supported deal teams in preparing proposals for new and existing clients.
• Key clients included Lagunitas, Anchor Brewing, Twitter, Diamond Foods.

San Francisco, CA, US

• Founded research service start-up offering highly customized data sets, to public equity funds
• Hired sales team and built sales plans and strategies.
• Expanded product into market research, corporate and Private Equity end markers.
• Developed new methods for utilizing Amazon Mechanical Turk to create unique data sets.
• Led product management, sales strategy and client negotiations.
• Created additional new service called TickerMine (Tickermine was a subscriber service offering proprietary data sets with daily commentary).

• Joined start-up investment firm as first research analyst.
• Led research coverage for wireless and broader telecommunications sector at Nollenberger Capital.
• Helped in recruiting and hiring research team for start-up investment firm.
• Developed processes for integrating investment banking, research, trading and High Net Worth operations together.
• Key Clients included Standard Pacific, Sterling, Jennison & Associates, Ivory Capital, TCW.

San Francisco, California, US

• Lead coverage of wireless equipment and wireless handset companies for Wells Fargo.
• Drove relationships with industry participants and companies competing in the wireless technology space.
• Performed deep industry research to develop expertise and serve as a voice for industry trends.
• Helped grow new buyside client markets especially Boston and New York.
• Key clients included Columbia, Wellington, Fidelity, RS Investments, Capital Guardian, PIMCO Equity.

Mba, Business

B.S. Business Administration, Finance