Dieunor Michel, Cfa Email and Phone Number
What will be your story when it's all said and done? For me, it's about becoming the best version of myself and sharing the journeys of others to inspire and empower individuals to unlock their full potential. But before we delve into that, let me take you through my story... At the age of 7, I arrived in the United States from Haiti, armed with the universal language of numbers as my means of connection. Math quickly became my natural language, allowing me to bridge the gaps between countries, cultures, and people. It was through this connection that I discovered my deep affinity for the finance industry, particularly investments, as it holds power to shape our lives in profound ways. Driven by passion and the dynamic challenges it presents, I embarked on a mission to develop the necessary skills and become the best version of myself. HERE'S HOW I DID IT :Building a Strong Educational Foundation: I pursued both a bachelor's and a master's degree in finance, complemented by achieving the prestigious Chartered Financial Analyst (CFA) designation. Continuous learning and embracing new challenges have always been at the core of my growth.Acquiring the Requisite Skill Set: Knowledge alone is not enough; implementation and experience are paramount. I dedicated myself to developing both the technical expertise and soft skills essential for success in the industry.Influencing and Inspiring Others: To empower black individuals with a passion for finance, I launched a podcast aimed at breaking barriers. By sharing the stories of accomplished black investment professionals in the asset management industry, I strive to inspire and motivate others on their own journeys. The story doesn't end there. After countless interviews and invaluable feedback from the audience, I realized that the podcast had spotlighted the "What" but had yet to address the "How." It was this realization that gave birth to CoreInvest, a visionary company dedicated to empowering individuals within the asset management industry. CoreInvest's mission is clear: to foster a community that transforms leaders.LET US CONNECT:I invite you to join me on this incredible journey by following my page or sending me a private message. Let's stay empowered, inspired, and together, let's break down barriers, and unlock boundless opportunities!
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Founder And PrincipalXpertegic AdvisorsFlorida, United States
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Founder & CeoCoreinvest Nov 2022 - PresentJacksonville, Florida, United StatesCoreInvest is a leadership coaching community platform for investment professionals in asset management. Our mission is to foster a community that transforms leaders.• Develop and present pitch decks to VCs and private investors, articulating the business model and growth strategy, resulting in engagement for a $500K pre-seed capital raise at a $2.5M post-money valuation. • Recruit and lead a team of 8 employees, including 3 leadership staff and 5 executive coaches with 15–30 years of experience.Selected Project Experience:• Execute a Go-To-Market plan, acquiring 200+ customers via social media and an affiliate program in four months.• Introduce membership model, growing to 400 members in two months through targeted campaigns and partnerships.
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FounderBreaking Barriers Of Black Investors Oct 2022 - Aug 2024Jacksonville, Florida, United StatesBreaking Barriers of Black Investors is a podcast that empowers listeners by sharing the stories of accomplished black investment professionals in asset management.• Launched a podcast that achieved 1,000 downloads organically in three months, ranking in the top 20% of podcasts in the U.S., by leveraging social media marketing and engaging content strategies.• Built and maintained a network of 500+ diverse asset managers and investment professionals, fostering inclusivity and expanding industry perspectives.• Conducted over ten in-depth interviews with influential black executives in asset management, sharing powerful narratives of challenges and triumphs, leading to a 50% increase in podcast subscribers and positive feedback from listeners. -
Corporate Development & Strategy AssociateMatchbook Capital May 2022 - Dec 2022Jacksonville, Florida, United StatesMatchbook Capital is the corporate investment arm of Swisher, a multi-billion tobacco company.• Supported $100M in M&A transactions in adjacent tobacco industries by sourcing opportunities and conducting due diligence.• Developed and presented business cases to executives on investment opportunities, saving $5M on unprofitable projects.• Led product incubations from ideation to launch, increasing market penetration by 5% in the modern oral nicotine industry.Selected Transaction Experience:Acquisition of a CPG tobacco company for $80M (Pending):• Built a 3-statement operating model with detailed revenue and COGS drivers for 12 product lines.• Conducted detailed due diligence on the company’s strategy, operation, financial, legal, and technology.• Prepared memoranda for Investment Committee presentations, highlighting key exit strategies and opportunities. -
Corporate Development AssociateLennar Jun 2020 - May 2022Miami Metropolitan AreaLennar is the second largest homebuilder in the U.S., with $31 billion in revenue. The investment arm is LENX Venture.• Developed DCF models to support investments in Proptech companies in SPAC IPOs with valuations exceeding $10B.• Spearheaded a strategic partnership with ICON to develop the largest 3D-printed home community with 100 homes.Selected Transaction Experience:PIPE investment in Opendoor IPO through SPAC at $5B enterprise value (closed Dec 2020):• Created a detailed cap table model to track ownership stakes, equity distributions, and investment changes.• Reviewed legal documents and analyzed public filings to monitor investment changes.PIPE investment in Hippo IPO through SPAC at $5B enterprise value (closed Aug 2021):• Performed due diligence, evaluating financial statements, market dynamics, and operational risks.• Collaborated with internal teams and external stakeholders to structure and execute the deal. -
Mergers & Acquisitions AssociateTransworld Business Advisors Feb 2020 - Apr 2020Miami/Fort Lauderdale AreaTransworld Business Advisor is one of the largest business brokers in the U.S.• Built comprehensive financial models, including DCF, LBO, and scenario analyses, to assess valuation and deal feasibility.• Prepared presentation materials for potential investments that include market research, financial analysis, due diligence findings, and return analysis.• Sourced and analyzed over 100 strategic buyers and private equity investors for active transactions using open-sourced data and Capital IQ. -
Private Wealth Management AdvisorMerrill Lynch Sep 2017 - Jan 2019Coral Springs, Florida, United StatesMerrill Lynch is the wealth management division of Bank of America with $2.8 trillion in AUM.• Strategically expanded the team's assets by securing $4 million of new business through targeted client acquisition strategies, including personalized outreach and comprehensive financial planning, within an advisory practice managing $1.3 billion in assets under management (AUM).• Developed tailored Investment Policy Statements for high-net-worth clients, aligning financial strategies with individual goals, risk profiles, and investment timelines, enhancing client satisfaction and investment clarity.• Implemented a comprehensive capital market expectation framework, guiding investment decisions across various asset classes such as stocks, bonds, and alternative investments.• Evaluated investment performance in relation to clients' short-term and long-term financial goals, making strategic adjustments as necessary to optimize portfolio returns and align with their objectives, achieving a 12% average annual return for clients.• Played a key role in nurturing advisory relationships with approximately 134 households, ensuring personalized service and attention to their investment needs within the practice.
Dieunor Michel, Cfa Education Details
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Finance, General -
Finance, General
Frequently Asked Questions about Dieunor Michel, Cfa
What company does Dieunor Michel, Cfa work for?
Dieunor Michel, Cfa works for Xpertegic Advisors
What is Dieunor Michel, Cfa's role at the current company?
Dieunor Michel, Cfa's current role is Founder and Principal.
What schools did Dieunor Michel, Cfa attend?
Dieunor Michel, Cfa attended Florida Atlantic University - College Of Business, Florida International University.
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