Michael Stone Email & Phone Number

Finance, operations, support

Dallas, US

• Drove growth by investing, advising, and incubating 30+ companies in the sports, gaming, and entertainment sectors
• Forged strong partnerships with founders to provide research, strategic planning, and financial modeling support
• Provided strategic FP&A support to startups, assisting with financial planning, analysis, and performance tracking to drive sustainable growth and optimize resource allocation
• Devised a comprehensive portfolio tracker to monitor critical metrics, enhancing decision-making capabilities
• Leveraged Pitchbook to generate customized investor lists for portfolio companies, expediting fundraising

• Spearheaded a two-person operations team and functioned as the primary finance expert for a 25-person startup.
• Crafted an intricate financial model instrumental in securing a $6.5 million pre-seed investment.
• Collaborated closely with department leaders to design, implement, and maintain budgets, delivering weekly updates to senior management.
• Conducted in-depth market research to identify revenue streams and glean insights from industry competitors.

Athens, Ohio, US

• Effectively managed $5.4 million of the University's endowment fund through two all-long, all-equity portfolios.
• Produced and presented comprehensive equity research reports utilizing DCF and relative valuation methodologies.
• Employed a top-down research strategy with a bottom-up approach to pinpoint lucrative investment opportunities aligned with the macroeconomic environment.
• Directed a team of 4-5 analysts, overseeing pitch development, thesis assignment, and company coverage coordination.
• Facilitated educational seminars on specialized financial topics to advance members' industry knowledge

Athens, OH, US

• Examine Client Portfolios and recommend changes in investment strategy based on a combination of market outlook and the client’s goals.
• Participate in meetings with clients to review any updates in their financial situation, present portfolio changes, and answer any questions regarding the recommended changes.
• Complete write-ups to use in TDA’s advisory software to place individual trades after the client meeting.
• Travel to employer locations to ensure satisfaction with payroll plans, and answer questions about employee financial situations, and portfolio updates.