Senior Valuation Analyst
Current
Sep 2024 - Present
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Helee Dave Email & Phone Number
Senior Valuation Analyst || MBA Finance || CFA level 3 Candidate
at
Mark S. Gottlieb, CPA PC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Valuation Analyst || MBA Finance || CFA level 3 Candidate
Location
Clifton, New Jersey, United States
Company size
Who is Helee Dave? Overview
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Quick answer
Helee Dave is listed as Senior Valuation Analyst || MBA Finance || CFA level 3 Candidate at Mark S. Gottlieb, CPA PC, a with 2 employees, based in Clifton, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Helee Dave.
Helee Dave previously worked as Senior Valuation Analyst at Mark S. Gottlieb, Cpa Pc and Graduate Assistant at New York Institute Of Technology. Helee Dave holds Master Of Business Administration - Mba, Finance And Financial Management Services, 3.8/4 from New York Institute Of Technology.
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Mark S. Gottlieb, CPA PC
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Profile bio
About Helee Dave
🔹 Senior Valuation Analyst 🔹 CFA Level II Passed 🔹 MBA 🔹 MSc.Experienced in valuation analysis with a focus on Litigations Support, Economic Damages, BEV, Common Stock Valuations, and Purchase Price Allocations, ASC 820, ASC 805, and ASC 350/360. Skilled in Income, Market, and Asset-Based approaches. Excel in leading teams and delivering timely, data-driven insights using industry-standard tools like Capital IQ, Dealstats, Factset, BizComps, and Bloomberg, Kroll Cost of Capital Navigator.Let's connect to drive financial excellence together.
Current workplace
Helee Dave's current company
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Mark S. Gottlieb, Cpa Pc
4 roles
Helee Dave work experience
A career timeline built from the work history available for this profile.
Sep 2023 - May 2024
Advanced Analyst - Valuation
Jun 2021 - Nov 2022
Relationship Manager
Nurtured a positive relationship with existing and newly built client base and recommended an opportunistic portfolio, generating profits for the clients.
May 2018 - Dec 2018
Team & coworkers
Colleagues at Mark S. Gottlieb, CPA PC
Other employees you can reach at msgcpa.com. View company contacts for 2 employees →
3 education records
Helee Dave education
Master Of Business Administration - Mba, Finance And Financial Management Services, 3.8/4
Master Of Science - Ms, Finance, 9.78/10
Bachelor Of Commerce - Bcom, Business/Commerce, General, 7.9/10
FAQ
Frequently asked questions about Helee Dave
Quick answers generated from the profile data available on this page.
What company does Helee Dave work for?
Helee Dave works for Mark S. Gottlieb, CPA PC.
What is Helee Dave's role at Mark S. Gottlieb, CPA PC?
Helee Dave is listed as Senior Valuation Analyst || MBA Finance || CFA level 3 Candidate at Mark S. Gottlieb, CPA PC.
Where is Helee Dave based?
Helee Dave is based in Clifton, New Jersey, United States while working with Mark S. Gottlieb, CPA PC.
What companies has Helee Dave worked for?
Helee Dave has worked for Mark S. Gottlieb, Cpa Pc, New York Institute Of Technology, Knowcraft Analytics, and Iifl (India Infoline Group).
Who are Helee Dave's colleagues at Mark S. Gottlieb, CPA PC?
Helee Dave's colleagues at Mark S. Gottlieb, CPA PC include Desiree Chen, Lindsey Griffin, and Renil James, Cfa.
How can I contact Helee Dave?
You can use AeroLeads to view verified contact signals for Helee Dave at Mark S. Gottlieb, CPA PC, including work email, phone, and LinkedIn data when available.
What schools did Helee Dave attend?
Helee Dave holds Master Of Business Administration - Mba, Finance And Financial Management Services, 3.8/4 from New York Institute Of Technology.
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