Mark Shurtleff

Mark Shurtleff Email and Phone Number

Independent Research Analyst, Consultant, and Founder @ Green Wheels Mobility Solutions
California, United States
Mark Shurtleff's Location
San Francisco Bay Area, United States
About Mark Shurtleff

Since ๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ”, I've covered ๐Œ๐จ๐›๐ข๐ฅ๐ข๐ญ๐ฒ as a research analyst and the founder of ๐†๐ซ๐ž๐ž๐ง ๐–๐ก๐ž๐ž๐ฅ๐ฌ. My profile has some of the insights that in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ— helped me predict ๐”๐›๐ž๐ซ's and ๐‹๐ฒ๐Ÿ๐ญ's IPO failures: Both were touted by ๐“๐ž๐œ๐ก analysts on Wall Street. ๐ŸŸข ๐Ÿ๐Ÿ“ years as an expert on ๐ฆ๐จ๐›๐ข๐ฅ๐ข๐ญ๐ฒ ๐ฌ๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ, ๐Œ๐š๐š๐’, and ๐ฌ๐ก๐š๐ซ๐ข๐ง๐  & ๐ ๐ข๐  ๐ž๐œ๐จ๐ง๐จ๐ฆ๐ข๐ž๐ฌ in the ๐”๐’, CAN, ๐”๐Š, EU, and ๐€๐๐™.๐ŸŸข ๐Ÿ๐Ÿ“ years in research sales at ๐’&๐, ๐’๐š๐ฅ๐จ๐ฆ๐จ๐ง ๐๐ซ๐จ๐ญ๐ก๐ž๐ซ๐ฌ, and ๐•๐š๐ฅ๐ฎ๐ž ๐‹๐ข๐ง๐ž; and founder of ๐‘ป๐’‰๐’† ๐‘ฐ๐’๐’”๐’•๐’Š๐’•๐’–๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ช๐’‚๐’๐’†๐’๐’…๐’‚๐’“.๐ŸŸข ๐’๐ฉ๐จ๐ญ-๐จ๐ง predictions on ๐ญ๐š๐ฑ๐ข๐ฌ, "๐ซ๐ข๐๐ž๐ฌ๐ก๐š๐ซ๐ข๐ง๐ ", ๐œ๐š๐ซ๐ฉ๐จ๐จ๐ฅ๐ข๐ง๐ , ๐œ๐š๐ซ ๐ซ๐ž๐ง๐ญ๐š๐ฅ๐ฌ, ๐œ๐š๐ซ, ๐›๐ข๐ค๐ž, and ๐ฌ๐œ๐จ๐จ๐ญ๐ž๐ซ ๐ฌ๐ก๐š๐ซ๐ข๐ง๐ , ๐„๐•๐ฌ, and ๐€๐•๐ฌ.๐ŸŸข ๐ƒ๐ž๐ž๐ฉ-๐๐ข๐ฏ๐ž insights and opinions for investment, consulting, automotive, transportation, tech, media, and energy firms.๐†๐ซ๐ž๐ž๐ง ๐–๐ก๐ž๐ž๐ฅ๐ฌ was a turnkey solution for ๐œ๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ-based car sharing ๐œ๐จ-๐จ๐ฉ๐ฌ. I shelved it in ๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ•, but my research helped me predict ๐™๐ข๐ฉ๐œ๐š๐ซ's IPO failure in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ; Wall Street firms ๐ก๐ฒ๐ฉ๐ž๐ ZIP. My first car was a used '๐Ÿ•๐Ÿ’ ๐‘ฝ๐’†๐’ˆ๐’‚ (75 hp).๐ŸŸข My father was an engineer at ๐†๐Œ for ๐Ÿ‘๐Ÿ“ years. He treasured and I envied his ๐Ÿ๐Ÿ“๐ญ๐ก anni. '๐Ÿ•๐Ÿ– ๐‘ช๐’๐’“๐’—๐’†๐’•๐’•๐’† ๐‹๐„ (220 hp).๐ŸŸข I was born in ๐ƒ๐ž๐ญ๐ซ๐จ๐ข๐ญ; at age ๐Ÿ—, I moved to ๐๐ก๐ข๐ฅ๐ฅ๐ฒ. In ๐Ÿ๐Ÿ”๐Ÿ‘๐Ÿ’, my forefather at age ๐Ÿ— went to ๐๐ฅ๐ฒ๐ฆ๐จ๐ฎ๐ญ๐ก from ๐’๐ก๐ž๐Ÿ๐Ÿ๐ข๐ž๐ฅ๐.๐ŸŸข I've had a home office in or near ๐’๐…, ๐๐˜๐‚, ๐๐‡๐ˆ, or ๐ƒ๐‚ for 20 years and abandoned car ownership for "๐‘ต๐’†๐’˜ ๐‘ด๐’๐’ƒ๐’Š๐’๐’Š๐’•๐’š".๐ŸŸข I share reports, notes, and media files to highlight my expertise on ๐Œ๐จ๐›๐ข๐ฅ๐ข๐ญ๐ฒ: My experience on ๐–๐š๐ฅ๐ฅ ๐’๐ญ๐ซ๐ž๐ž๐ญ bolsters it.๐‘ป๐’‰๐’† ๐‘ฎ๐’“๐’†๐’†๐’ ๐‘ต๐’†๐’˜ ๐‘ซ๐’†๐’‚๐’ and ๐Œ๐จ๐›๐ข๐ฅ๐ข๐ญ๐ฒ in the ๐”.๐’.Cars and light-duty trucks emit ๐Ÿ“๐Ÿ–% of ๐ญ๐ซ๐š๐ง๐ฌ๐ฉ๐จ๐ซ๐ญ-related ๐‚๐Ž๐Ÿ (~1/4 of U.S. ๐‚๐Ž๐Ÿ): Commercial trucks and buses emit ๐Ÿ๐Ÿ”%.๐‚๐จ๐ฏ๐ž๐ซ ๐๐ก๐จ๐ญ๐จ๐Ÿ๐Ÿ—๐Ÿ“๐Ÿ‘ ๐‘ช๐’๐’“๐’—๐’†๐’•๐’•๐’† on ๐‹๐š๐ง๐๐ฌ ๐„๐ง๐ in ๐’๐…; in my profile, it's with a '๐Ÿ•๐Ÿ– Vette. ๐–๐– ๐ˆ๐ˆ transformed America and its ๐ฆ๐จ๐›๐ข๐ฅ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง was accelerated by the ๐”.๐’. Interstate Highway System and wealth: ๐Ÿ”% of the world population produced ๐Ÿ‘๐ŸŽ% of ๐†๐–๐.๐ƒ๐ข๐ฌ๐œ๐ฅ๐š๐ข๐ฆ๐ž๐ซ๐ฌ๐Œ๐š๐ซ๐ค ๐’๐ก๐ฎ๐ซ๐ญ๐ฅ๐ž๐Ÿ๐Ÿ and ๐†๐ซ๐ž๐ž๐ง ๐–๐ก๐ž๐ž๐ฅ๐ฌ ๐Œ๐จ๐›๐ข๐ฅ๐ข๐ญ๐ฒ ๐’๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ certify that at no time have we owned securities in the companies that we cover. The material herein should not be construed as investment advice or an offer to buy or sell any securities.

Mark Shurtleff's Current Company Details
Green Wheels Mobility Solutions

Green Wheels Mobility Solutions

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Independent Research Analyst, Consultant, and Founder
California, United States
Website:
GreenWheels.US
Employees:
5
Mark Shurtleff Work Experience Details
  • Green Wheels Mobility Solutions
    Independent Research Analyst, Consultant, And Founder
    Green Wheels Mobility Solutions
    California, United States
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  • Green Wheels Mobility Solutions
    Independent Research Analyst And Consultant
    Green Wheels Mobility Solutions 2006 - Present
    San Francisco, Ca And New York, Ny
    ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ‘: My ๐ˆ๐๐Ž valuations in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ— of ๐”๐›๐ž๐ซ ($38bn = $๐Ÿ๐Ÿ ps) and ๐‹๐ฒ๐Ÿ๐ญ ($8bn = $๐Ÿ๐ŸŽ ps) proved to be ~๐ฌ๐ฉ๐จ๐ญ-๐จ๐ง. They opened at $๐Ÿ’๐Ÿ and $๐Ÿ–๐Ÿ•; and in '๐Ÿ๐Ÿ‘ hit $๐Ÿ๐Ÿ“ and $๐Ÿ–. In '๐Ÿ๐Ÿ’, my DCF values are $๐Ÿ“๐Ÿ“ for UBER and $๐Ÿ– for LYFT.๐ŸŸข ๐Ÿ— in ๐Ÿ๐ŸŽ analysts on Wall Street were ๐ฐ๐š๐ฒ-๐จ๐Ÿ๐Ÿ; most have flip-flopped on opinions and price targets ever since.Lyft's ๐‚๐„๐Ž is in over his head: Turning around a $๐Ÿ’๐›๐ง PTC is the ๐จ๐ฉ๐ฉ๐จ๐ฌ๐ข๐ญ๐ž to Steering a $๐Ÿ๐ŸŽ๐ฆ๐ง NPO for ๐Ÿ๐Ÿ“ years; his tenures at Microsoft and Amazon in ๐ญ๐ก๐ž '๐Ÿ—๐ŸŽ๐ฌ are moot; and he underwhelms in presentations and interviews.๐ŸŸข The ๐Ÿ๐จ๐ฎ๐ง๐๐ž๐ซ๐ฌ own only ~๐Ÿ‘%, but won't sunset their ๐๐ฎ๐š๐ฅ-๐œ๐ฅ๐š๐ฌ๐ฌ voting scheme: The ๐‚๐ˆ๐ˆ lambasted it in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ—.๐Ÿ๐ŸŽ๐Ÿ๐ŸŽ: My research note on ๐”๐›๐ž๐ซ and ๐‹๐ฒ๐Ÿ๐ญ (below) has an example of the ๐ก๐ฒ๐ฉ๐ž around ๐Œ๐จ๐›๐ข๐ฅ๐ข๐ญ๐ฒ: In ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”, Lyft's founders said, "๐ต๐‘ฆ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ“, ๐‘๐‘Ž๐‘Ÿ ๐‘œ๐‘ค๐‘›๐‘’๐‘Ÿ๐‘ โ„Ž๐‘–๐‘ ๐‘ค๐‘–๐‘™๐‘™ ๐‘๐‘’ ๐‘Ž ๐‘กโ„Ž๐‘–๐‘›๐‘” ๐‘œ๐‘“ ๐‘กโ„Ž๐‘’ ๐‘๐‘Ž๐‘ ๐‘ก." And that ๐Ÿ“๐ŸŽ% of its rides would be in ๐€๐•๐ฌ.๐ŸŸข ๐‘๐จ๐›๐จ๐ญ๐š๐ฑ๐ข๐ฌ: Uber and Lyft failed at pooled rides in ๐œ๐ข๐ญ๐ข๐ž๐ฌ; rides to or from airports drive ๐†๐๐• in ๐ฌ๐ฎ๐›๐ฎ๐ซ๐›๐ฌ.๐Ÿ๐ŸŽ๐Ÿ๐Ÿ: My valuation of ๐™๐ข๐ฉ๐œ๐š๐ซ's IPO (below) was $๐Ÿ๐Ÿ“๐ŸŽ๐ฆ๐ง (1X revenue) or $๐Ÿ”: ZIP priced at $๐Ÿ๐Ÿ–; opened at $๐Ÿ‘๐ŸŽ; never again hit $๐Ÿ‘๐ŸŽ; and hit $๐Ÿ”. ๐€๐ฏ๐ข๐ฌ ๐๐ฎ๐๐ ๐ž๐ญ acquired it for $๐Ÿ“๐ŸŽ๐ŸŽ๐ฆ๐ง: 10 years on, Zip has ~12,000 cars (up 20%).๐ŸŸข Enterprise ๐–๐ž๐‚๐š๐ซ failed in the ๐”๐’: In the ๐”๐Š, it has ~1,000 cars; ๐„๐‘๐€๐‚ has ~75,000. Hertz ๐Ÿ๐Ÿ’/๐Ÿ• closed in '๐Ÿ๐Ÿ“.๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ•: I shelved ๐†๐ซ๐ž๐ž๐ง ๐–๐ก๐ž๐ž๐ฅ๐ฌ, a turnkey solution for a ๐œ๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ or ๐จ๐ซ๐ . to form, launch, run, and grow a car sharing ๐œ๐จ-๐จ๐ฉ, after a 3,000-unit ๐œ๐จ-๐จ๐ฉ complex in Manhattan said, "๐‘€๐‘Ž๐‘Ÿ๐‘˜, ๐‘ป๐’–๐’…๐’๐’“ ๐‘ช๐’Š๐’•๐’š ๐‘–๐‘ ๐‘›'๐‘ก ๐‘กโ„Ž๐‘Ž๐‘ก ๐‘›๐‘’๐‘–๐‘”โ„Ž๐‘๐‘œ๐‘Ÿ๐‘™๐‘ฆ."๐ŸŸข ๐๐Ÿ๐: ๐”๐›๐ž๐ซ Carshare failed in '๐Ÿ๐Ÿ’ after 1 year. ๐“๐ฎ๐ซ๐จ's IPO: 15 years in, ๐Ÿ‘๐Ÿ‘% of GBV is from Luxury, Exotic & EVs
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  • Mobilityways
    Vice President Of North America Operations
    Mobilityways 2007 - 2008
    London, England, United Kingdom
    ๐“๐š๐ฑ๐ž๐ฌ make petrol cost ๐Ÿ๐— as much as gas in the ๐”๐’. Since 1998, ๐‹๐ข๐Ÿ๐ญ๐ฌ๐ก๐š๐ซ๐ž has served coworkers, neighbors, schoolmates, and football fans in the ๐”๐Š; I'm a huge ๐„๐…๐‹ fan and my roots are there, so "Go ๐’๐ก๐ž๐Ÿ๐Ÿ๐ข๐ž๐ฅ๐ United!"๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ–: ๐Œ๐– wisely shelved a ๐”๐’ launch: Gas is ๐Ÿ“๐ŸŽ% cheaper, ๐Ÿ๐ŸŽ% own a handgun, and capitalists hate collectivism.๐ŸŸข ๐‹๐ฒ๐Ÿ๐ญ's forerunner ๐™๐ข๐ฆ๐ซ๐ข๐๐ž (2007-12) only got ๐Ÿ๐Ÿ“ firms and ๐Ÿ๐Ÿ๐Ÿ“ schools to be a ๐ ๐จ-๐›๐ž๐ญ๐ฐ๐ž๐ž๐ง for commuters.๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ•: I shelved ๐†๐ซ๐ž๐ž๐ง ๐–๐ก๐ž๐ž๐ฅ๐ฌ after a ๐Ÿ‘,๐ŸŽ๐ŸŽ๐ŸŽ-unit ๐œ๐จ-๐จ๐ฉ in NYC said, "๐‘€๐‘Ž๐‘Ÿ๐‘˜, ๐‘ป๐’–๐’…๐’๐’“ ๐‘ช๐’Š๐’•๐’š ๐‘–๐‘ ๐‘›'๐‘ก ๐‘กโ„Ž๐‘Ž๐‘ก ๐‘›๐‘’๐‘–๐‘”โ„Ž๐‘๐‘œ๐‘Ÿ๐‘™๐‘ฆ."๐ŸŸข I grew-up in suburban ๐ƒ๐ž๐ญ๐ซ๐จ๐ข๐ญ: My parents often dispatched me to borrow/๐ฌ๐ก๐š๐ซ๐ž/lend food items, tools, etc. with the 99 neighbors in our subdivision; my '๐Ÿ•๐Ÿ Schwinn ๐‘บ๐’•๐’Š๐’๐’ˆ-๐‘น๐’‚๐’š (below) was a fast, fun, and sweet ride, lol.๐Ÿ๐ŸŽ๐Ÿ๐Ÿ—: ๐‘ป๐’‰๐’† ๐‘บ๐’‰๐’‚๐’“๐’Š๐’๐’ˆ ๐‘ฌ๐’„๐’๐’๐’๐’Ž๐’š๐‹๐ฒ๐Ÿ๐ญ and ๐”๐›๐ž๐ซ IPO-buyers hoped ๐ฉ๐จ๐จ๐ฅ๐ž๐ "ridesharing" would drive growth: I predicted few would ๐ฌ๐ก๐š๐ซ๐ž a car.๐ŸŸข Shared mobility was hyped by media outlets around the world.๐Ÿ๐ŸŽ๐Ÿ๐ŸŽ: ๐‘ป๐’‰๐’† ๐‘ฎ๐’“๐’†๐’†๐’ ๐‘ต๐’†๐’˜ ๐‘ซ๐’†๐’‚๐’๐ŸŸข ๐Ÿ๐ŸŽ๐ŸŽ๐ฆ๐ง Americans like it, but only ~๐Ÿ“% carpool. ๐Ÿ”๐Ÿ“% of the ๐”๐’ live in towns with pops. < ๐Ÿ“๐ŸŽ๐ค; the ๐Ÿ‘๐Ÿ“ cities with pops. > ๐Ÿ“๐ŸŽ๐ŸŽ๐ค house only ๐Ÿ๐Ÿ“% and most have ๐ฌ๐ฎ๐›๐ฎ๐ซ๐›-like pop. density, i.e.. ๐‡๐Ž๐”, PHX, ๐’๐ƒ, INDY, ๐‰๐€๐—, etc. I'll bet $๐Ÿ“ that ๐Ÿ“% know a neighbor well enough to borrow/๐ฌ๐ก๐š๐ซ๐ž/lend a quart of gas, so they can mow the lawn.๐Ÿ๐ŸŽ๐Ÿ๐Ÿ: ๐–๐š๐ณ๐ž ๐‘ช๐’‚๐’“๐’‘๐’๐’๐’ was shuttered by ๐†๐จ๐จ๐ ๐ฅ๐ž: 35mn ๐–๐š๐ณ๐ž๐ซ๐ฌ in the ๐”๐’ value privacy & safety over cost sharing.๐ŸŸข ๐’๐ญ๐š๐ญ๐ž-run ridematching apps' usage is abysmal.๐Ÿ๐ŸŽ๐Ÿ๐Ÿ‘: "๐‘ป๐’†๐’”๐’๐’‚ ๐’Š๐’” ๐’‚ ๐’‰๐’๐’‘๐’†๐’”-๐’‚๐’๐’…-๐’…๐’“๐’†๐’‚๐’Ž๐’” ๐’„๐’๐’Ž๐’‘๐’‚๐’๐’š." (Jim Chanos, hedge fund manager)๐ŸŸข ๐„๐•๐ฌ: a ๐Ÿ‘๐ŸŽ% share of ๐”๐’ car sales in ๐Ÿ๐ŸŽ๐Ÿ‘๐ŸŽ is a dream. ๐€๐•๐ฌ and ๐‘๐“๐ฌ: "Level 5" is unlikely before ๐Ÿ๐ŸŽ๐Ÿ‘๐Ÿ“.
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  • Bull & Bear Information Services
    Independent Consultant And Founder
    Bull & Bear Information Services 2001 - 2005
    Washington, D.C.
    The ๐’๐„๐‚ in ๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ‘ issued sweeping reforms to address the breach of the "๐‚๐ก๐ข๐ง๐ž๐ฌ๐ž ๐–๐š๐ฅ๐ฅ" between broker-dealers' equity research analysts and investment bankers. I advised ๐Œ๐ž๐ซ๐ซ๐ข๐ฅ๐ฅ ๐‹๐ฒ๐ง๐œ๐ก and ๐๐š๐ข๐ง๐ž ๐–๐ž๐›๐›๐ž๐ซ on the selection of ๐ข๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐ญ ๐ซ๐ž๐ฌ๐ž๐š๐ซ๐œ๐ก providers and its delivery to investors by levering ๐Ÿ๐Ÿ“ years of experience on ๐–๐š๐ฅ๐ฅ ๐’๐ญ๐ซ๐ž๐ž๐ญ.๐ŸŸข ๐๐ฎ๐ฅ๐ฅ & ๐๐ž๐š๐ซ's logo was chosen by me in '๐Ÿ—๐Ÿ’ for ๐‘ป๐’‰๐’† ๐‘ฐ๐’๐’”๐’•๐’Š๐’•๐’–๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ช๐’‚๐’๐’†๐’๐’…๐’‚๐’“ (below) and my business card: I appropriated the ๐Ÿ’' ๐ฑ ๐Ÿ‘' ๐ฑ ๐Ÿ' bronze ๐ฌ๐ญ๐š๐ญ๐ฎ๐ž (below) "๐˜ผ ๐˜ฝ๐™ช๐™ก๐™ก ๐™–๐™ฃ๐™™ ๐˜ผ ๐˜ฝ๐™š๐™–๐™ง" (1857) aka "๐‘ผ๐’ ๐‘ป๐’‚๐’–๐’“๐’†๐’‚๐’– ๐’†๐’• ๐‘ผ๐’ ๐‘ถ๐’–๐’“๐’”" by Isidore Jules ๐๐จ๐ง๐ก๐ž๐ฎ๐ซ (1827-1901), a conversation starter with firms and prospects that helped me close sales.From ๐Ÿ๐Ÿ—๐Ÿ๐Ÿ’ to ๐Ÿ๐ŸŽ๐ŸŽ๐Ÿ”, the statue stood in the ๐๐˜๐’๐„ Luncheon Club (1898-2006) and was acquired for $๐Ÿ‘๐ฆ๐ง+ by LaBranche & Co. (1924-2011), a specialist firm. It's now owned by the ๐‹๐š๐๐ซ๐š๐ง๐œ๐ก๐ž family; since 2008 it's been on display in the ๐Œ๐ฎ๐ฌ๐ž๐ฎ๐ฆ ๐จ๐Ÿ ๐€๐ฆ๐ž๐ซ๐ข๐œ๐š๐ง ๐…๐ข๐ง๐š๐ง๐œ๐ž. Sotheby's auctioned Bonheur's second cast of it in '07 for $๐Ÿ๐ŸŽ๐ŸŽ๐ค.
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  • S&P Global Market Intelligence
    Director Of Sales And Global Account Management
    S&P Global Market Intelligence 1995 - 2000
    New York, Ny
    ๐‹๐ž๐š๐๐ž๐ซ and ๐ฆ๐š๐ง๐š๐ ๐ž๐ซ of ๐’&๐'s relationships with ๐Œ๐ž๐ซ๐ซ๐ข๐ฅ๐ฅ ๐‹๐ฒ๐ง๐œ๐ก, ๐‚๐ข๐ญ๐ข๐›๐š๐ง๐ค, Lehman Brothers, and Bear Stearns; and hunter and farmer of new business, top-down and bottom-up. Developed and executed new strategies and tactics for ๐’&๐'s field and inside sales reps.; and for the training and support of end-users in ~๐Ÿ,๐Ÿ“๐ŸŽ๐ŸŽ branches. ๐ŸŸข Sourced and closed a deal with ๐Œ๐ž๐ซ๐ซ๐ข๐ฅ๐ฅ ๐‹๐ฒ๐ง๐œ๐ก for ๐’&๐ to deliver its research, news, and data to ๐Ÿ๐Ÿ“,๐ŸŽ๐ŸŽ๐ŸŽ FAs' desktops, and millions of ๐Œ๐‹'s clients, to supplement ๐Œ๐‹'s proprietary research. In ๐’&๐'s deal with ๐‚๐ข๐ญ๐ข๐›๐š๐ง๐ค, my team built a web-based platform for ๐‚๐ข๐ญ๐ข๐›๐š๐ง๐ค's FAs, and millions of its investment and retail banking customers.Developed partnerships with and/or sold content licenses to ๐‚๐๐๐‚, Bloomberg, ๐ƒ๐จ๐ฐ ๐‰๐จ๐ง๐ž๐ฌ, and other financial media outlets. Struck cooperative marketing and ad deals with ๐…๐จ๐ซ๐ญ๐ฎ๐ง๐ž, Business Week, and ๐–๐จ๐ซ๐ญ๐ก magazines.
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  • Bull & Bear Information Services
    Publisher And Founder, ๐‘ป๐’‰๐’† ๐‘ฐ๐’๐’”๐’•๐’Š๐’•๐’–๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ช๐’‚๐’๐’†๐’๐’…๐’‚๐’“
    Bull & Bear Information Services 1994 - 1996
    New York, Ny
    ๐‘ป๐’‰๐’† ๐‘ฐ๐’๐’”๐’•๐’Š๐’•๐’–๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ช๐’‚๐’๐’†๐’๐’…๐’‚๐’“ ("๐‘‡๐ผ๐ถ") was a web-based calendar and print publication that enabled ๐๐Œ๐ฌ and ๐‘๐€๐ฌ at ๐›๐ฎ๐ฒ-๐ฌ๐ข๐๐ž firms to track ๐ฌ๐ž๐ฅ๐ฅ-๐ฌ๐ข๐๐ž firms' and other sponsors' events. ๐‘ป๐‘ฐ๐‘ช covered industry conferences, PTC meetings, workshops, symposiums, trade shows, etc. ๐๐ฎ๐ฅ๐ฅ & ๐๐ž๐š๐ซ's logo, a 1857 ๐ฌ๐ญ๐š๐ญ๐ฎ๐ž, is discussed ๐š๐›๐จ๐ฏ๐ž. ๐ŸŸข ๐‘ป๐‘ฐ๐‘ช preceded offerings by ๐๐ฅ๐จ๐จ๐ฆ๐›๐ž๐ซ๐ , Thomson Reuters, FactSet, CCBN, and other news and data providers. I developed the prototype and marketing collateral; chose ๐๐ฎ๐ฅ๐ฅ & ๐๐ž๐š๐ซ's logo; forged partnerships with ๐ฌ๐ž๐ฅ๐ฅ-๐ฌ๐ข๐๐ž firms and other sponsors; and sold hundreds of subs to ๐›๐ฎ๐ฒ-๐ฌ๐ข๐๐ž and ๐ฌ๐ž๐ฅ๐ฅ-๐ฌ๐ข๐๐ž firms, and ๐ข๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ, globally.
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  • Value Line
    Director Of Institutional Sales
    Value Line 1991 - 1994
    New York, Ny
    ๐•๐š๐ฅ๐ฎ๐ž ๐‹๐ข๐ง๐ž (f. 1931) was a training ground for many great investors, including ๐’๐š๐ง๐Ÿ๐จ๐ซ๐ ๐๐ž๐ซ๐ง๐ฌ๐ญ๐ž๐ข๐ง (1923-1999). ๐‡๐ฎ๐ง๐ญ๐ž๐ซ and ๐Ÿ๐š๐ซ๐ฆ๐ž๐ซ of new clients and higher revenue from ๐‡๐…๐ฌ, ๐Œ๐…๐ฌ, and ๐๐…๐ฌ, and ๐๐„ firms in ๐๐˜๐‚, ๐๐Ž๐’ & ๐’๐….๐ŸŸข For decades, VL's ๐Ÿ–๐ŸŽ research analysts were barred from talking with subscribers, clients, and the media. ๐•๐‹'s founder ๐€๐ซ๐ง๐จ๐ฅ๐ ๐๐ž๐ซ๐ง๐ก๐š๐ซ๐ (1901-1987) and CEO were vigilant, so I pitched and launched a fee-based platform to give PMs and RAs at ๐›๐ฎ๐ฒ-๐ฌ๐ข๐๐ž firms access to them; it put ๐•๐‹ on a more equal footing with ๐›๐ซ๐จ๐ค๐ž๐ซ-๐๐ž๐š๐ฅ๐ž๐ซ๐ฌ.For ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ, I closed licensing deals with ๐Œ๐ž๐ซ๐ซ๐ข๐ฅ๐ฅ ๐‹๐ฒ๐ง๐œ๐ก, Morgan Stanley, Paine Webber, Charles Schwab, and Fidelity for the use of ๐•๐š๐ฅ๐ฎ๐ž ๐‹๐ข๐ง๐ž's research by retail stock brokersโ€‹ and distribution to customers.My eye opening experiences with ๐•๐‹, ๐’&๐, and ๐’๐š๐ฅ๐จ๐ฆ๐จ๐ง ๐๐ซ๐จ๐ญ๐ก๐ž๐ซ๐ฌ, and the ๐›๐ฎ๐ฒ and ๐ฌ๐ž๐ฅ๐ฅ sides, led me to launch ๐‘ป๐’‰๐’† ๐‘ฐ๐’๐’”๐’•๐’Š๐’•๐’–๐’•๐’Š๐’๐’๐’‚๐’ ๐‘ช๐’‚๐’๐’†๐’๐’…๐’‚๐’“ and later become a research consultant; I'm now a ๐ข๐ง๐๐ž๐ฉ๐ž๐ง๐๐ž๐ง๐ญ research analyst.
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  • Salomon Brothers Inc
    Senior Financial Analyst
    Salomon Brothers Inc 1987 - 1991
    New York, Ny
    Supported the investment banking, sales & trading, research, and asset management divisions of the leading firm on ๐–๐š๐ฅ๐ฅ ๐’๐ญ๐ซ๐ž๐ž๐ญ with analysis and special projects on their fees, P&Ls, compliance, and valuations, respectively.๐ŸŸข Candidate for ๐’๐š๐ฅ๐จ๐ฆ๐จ๐ง ๐๐ซ๐จ๐ญ๐ก๐ž๐ซ๐ฌ' fiercely competitive training program for Sales & Trading Associates, while lacking an MBA. "๐’๐จ๐ฅ๐ฅ๐ฒ" was the top fixed income shop: "๐†๐จ๐ฅ๐๐ฆ๐š๐ง", just around the corner, was tops in equities.๐’๐ almost foundered in '๐Ÿ—๐Ÿ over the ๐”๐’ T-bond auction scandal; in ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ, its Treasurer during and after the crisis, John MacFarlane (b. 1954), shared his expansive account of it: https://www.stories.finance/stories/macfarlane
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  • First Fidelity Bank
    Financial Analyst
    First Fidelity Bank 1985 - 1987
    Newark, Nj
    Provided analytical support and was the finance division's liaison to ๐‚-๐ฅ๐ž๐ฏ๐ž๐ฅ executives of commercial and retail banking divisions. Projects included analysis of deposits. loans, and fees, and studies of bank operation centers.๐ŸŸข Working in ๐๐ž๐ฐ๐š๐ซ๐ค after college at a regional bank, not in ๐๐ž๐ฐ ๐˜๐จ๐ซ๐ค at a global investment bank, enabled me in ๐Ÿ years to develop skillsโ€•and gain experience and confidenceโ€•that in ๐๐˜๐‚ would've taken me ~๐Ÿ“ years.
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  • Ibm
    Finance Intern
    Ibm 1984 - 1985
    Princeton, Nj
    As a senior at ๐‘๐ฎ๐ญ๐ ๐ž๐ซ๐ฌ my internship helped me secure a slot in ๐ˆ๐๐Œ's finance training program: I worked 2 days a week, kept a heavy course load, and was the president of "๐‹๐š๐ฆ๐›๐๐š house" (not "๐‘ซ๐’†๐’๐’•๐’‚ โ„Ž๐‘œ๐‘ข๐‘ ๐‘’", ๐ฅ๐จ๐ฅ).๐ŸŸข I enacted reforms and persuaded ๐ƒ๐ž๐š๐ง ๐–๐จ๐จ๐ (not "๐ท๐‘’๐‘Ž๐‘› ๐‘Š๐‘œ๐‘Ÿ๐‘š๐‘’๐‘Ÿ" in ๐‘จ๐’๐’Š๐’Ž๐’‚๐’ ๐‘ฏ๐’๐’–๐’”๐’† (1978)), to lift ๐‹๐‚๐€'s "Double Secret Probation": My ๐œ๐จ๐ฅ๐ฅ๐ž๐ ๐ข๐š๐ญ๐ž humor closes out a thoughtful and expansive LI profile, ๐ฅ๐จ๐ฅ.
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Mark Shurtleff Education Details

Frequently Asked Questions about Mark Shurtleff

What company does Mark Shurtleff work for?

Mark Shurtleff works for Green Wheels Mobility Solutions

What is Mark Shurtleff's role at the current company?

Mark Shurtleff's current role is Independent Research Analyst, Consultant, and Founder.

What schools did Mark Shurtleff attend?

Mark Shurtleff attended Rutgers University.

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