Robert Valdez Email & Phone Number

San Francisco, Ca, Us

Inverness Advisors provides capital raising and mergers & acquisitions advisory services to clients in the technology, media and healthcare industries. Our investment bankers have deep domain expertise and decades of experience working with growth companies and a clear understanding of the issues and challenges that they face. Inverness Advisors is committed to providing the highest level of services through a dedicated hands on approach to investment banking. This unique combination of experience and dedication has allowed us to provide informed, insightful and effective advice to help hundreds of clients achieve their desired financial and strategic objectives regardless of the prevailing market environment.

Xpert Financial was a platform built to support private offerings and secondary trading of private company securities.

Established related technology investment banking effort providing financial advisory services to public and private companies.

Directed financial operations, strategic planning, business development, investor relations, and human resources.

New York, Ny, Us

Us

Mba

A.B., Economics