Daniel Main Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Washington, District Of Columbia, United States

Prepared in-depth analytical presentations for high-net-worth individuals detailing deliverables given their financial situation—presented to clients by lead advisors.Researched and analyzed 2 VC funds and 1 REIT fund detailing KPIs, management structure, GP and LP relationships, and target company stages. Created and proposed a trade recommendation to reallocate a $1M+ client portfolio, accounting for diversification, risk tolerance/capacity, retirement goals, tax parameters, and trade stipulations. Participated in client meetings taking notes while asking questions and providing feedback in a collaborative environment.Built Monte Carlo simulations using proprietary software considering TVM, future cash needs, market returns, and Social Security benefits—simulation used by Advisors.

Finance Intern Constructed customer retention rates from revenue streams through Excel (vlookup) to develop effective retention strategies. Learned how to create and structure a cost model for client deals below $400,000Project Management Explicated two procedural documents that streamlined informational flows between the Sales and Engineering teams– docs used by sales representatives and product developers to reduce deal implementation time by 30%.Assimilated and organized more than 700 legal documents into a repository system for the specific use of the CFO to make better-informed contract decisions. Marketing Researched and presented a competitor trend analysis report annotating key competitor metrics– used to assist executive management present data-driven information to potential investors. Created and posted social media content to expand market exposure.