David Halfen work email
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David Halfen personal email
Experienced Investment Banking Associate with a demonstrated history of working in the financial services industry. Skilled in Equity Research, Convertible Securities, Entrepreneurship, Venture Capital, and Equities/Debt Capital Structures. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Business Administration and Management, Finance, from Florida International University - College of Business.
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Managing DirectorEvvolve & PartnersMiami, Fl, Us -
Director Investment BankingEf Hutton Oct 2024 - PresentNew York, Ny, Us -
Investment Banking AssociateNetwork 1 Financial Securities, Inc. Aug 2022 - PresentUs -
Investment Banking AnalystNetwork 1 Financial Securities, Inc. Oct 2019 - PresentUs -
Vice PresidentNetwork 1 Financial Securities, Inc. Feb 2024 - Oct 2024Us -
Account Executive, Product DevelopmentRoyal Caribbean Cruises Ltd. Mar 2019 - Jul 2019Miami, Florida, Us -
Relationship BankerJpmorgan Chase & Co. Aug 2018 - Mar 2019New York, Ny, Us -
Investment AnalystJmj Financial Jun 2015 - Jul 2018JMJ Financial is a privately held investment firm that specializes in providing growth and development capital to emerging small cap companies.• Collaborated with JMJ management to create and implement various investment strategies including: secondary lending, acquisitions, risk management, and financial due diligence• Completed over 25 transactions • Managed entire financial portfolio for Miami, including current and potential clients, resulting in significant amount of new investment opportunities and additional monies allocated• Negotiated terms, agreements and contracts with decision makers and potential clients in order to drive business for growing portfolio• Reviewed and analyzed financial documents such as P&Ls, annual statements, and SEC filings in order to assess and identify viable investment opportunities• Performed comprehensive research on companies and industries to assist Portfolio Manager in the investment process• Built financial models to analyze and monitor existing and potential investments -
Business Development AssociatePowerup Lending Group Jan 2011 - May 2015Great Neck, Ny, Us• Identified opportunities and tracked leads and referrals for business development and growth opportunities• Performed extensive top-down financial analysis including EBITDA evaluations, horizontal analysis and risk assessments resulting in a major decrease in the amount of default clients• Recommended loans, identified areas of risk, negotiated terms and built business relationships that resulted in securing over 50 new clients•Examined trends and stock market performance for publicly traded companies in order to identify new clients and monitor existing business investments•Supported all aspects of the investor relations, business development, marketing, and new-client acquisition process
David Halfen Skills
David Halfen Education Details
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Florida International University - College Of BusinessFinance -
Florida International University - College Of BusinessInternational Business
Frequently Asked Questions about David Halfen
What company does David Halfen work for?
David Halfen works for Evvolve & Partners
What is David Halfen's role at the current company?
David Halfen's current role is Managing Director.
What is David Halfen's email address?
David Halfen's email address is dh****@****tw1.com
What schools did David Halfen attend?
David Halfen attended Florida International University - College Of Business, Florida International University - College Of Business.
What are some of David Halfen's interests?
David Halfen has interest in Economic Empowerment, Education, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture.
What skills is David Halfen known for?
David Halfen has skills like Micro Cap, Capital Markets, Debt And Equity Financing, Convertible Securities, Equity Research, Due Diligence, Public Companies, Microsoft Excel, Equities, Finance, Entrepreneurship, Financial Modeling.
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