Roger Dasilva Email and Phone Number
Roger Dasilva work email
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Roger Dasilva personal email
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I recently merged my fractional CFO firm with a local CPA firm in Hermosa Beach CA in order to help businesses and individuals with tax planning & preparation, bookkeeping and CFO Services. If you or your business are located in California and need help with anything tax or finance-related, please reach out!Previous Experience:Fractional CFO firm ownerFounder of an Investment Management firm with High Net Worth, Family Office clients (Registered Investment Advisor - NY)"Adult in the room""Startup Sherpa""Chief Common Sense Officer"-Direct quotes about me from clientsPassion for investing in, advising and scaling businesses across various industries, including consumer/retail, fintech, blockchain/Crypto, childcare, social impact/nonprofit and female-led and other under-represented founders. Strengths: real world business development experience raising capital from investors and institutions, Accounting and Strategic Finance, implementing sales processes and managing teams to scale and grow businesses at various stages. Problem Solver with a "Get stuff done" attitude and happy to wear multiple hats and help tackle whatever needs to be addressedSpecialties: Public and Private Investments, Financial Projection Models, Strategic Finance and Tax Planning, Revenue and Cost Analysis20+ years of scaling and growing businesses from early stage startups to public Fortune 500 firms in investment management, sales and operations leadership.
Realm Business And Tax Advisory
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Business OwnerRealm Business And Tax Advisory Dec 2023 - PresentNew York, Ny, UsRealm Business and Tax Advisory is a modern, tech-forward Tax Planning/Preparation, Bookkeeping and CFO services firm in beautiful Hermosa Beach CAWe help Business and Individual clients in California with all things tax
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Founder (Realm Startup Advisory)Realm Business And Tax Advisory Jan 2009 - Dec 2023New York, Ny, UsNeed a CFO/COO for your growing startup? We can be the outsourced Strategic Finance, Accounting/Bookkeeping and Operations solution for your business, allowing you to focus on what you do best: growing your business and telling your story to the world.We are a fractional CFO / COO with a particular focus on Female, Minority and LGBTQ Founders.Specialties: Strategic Finance, Accounting, Valuations, Business Development, Pitch Deck Preparation, Capital Raise and Investor Meeting Coaching, and Networking for Angel, Seed and Series Rounds for companies in any sectorClients: Retail, DTC, Fintech, Crypto/Blockchain, Healthcare/MedTech, CPG, Marketing, Entertainment companiesFocus on Venture Capital and Private Equity to help with portfolio companies that need finance, bookkeeping and accounting work done
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Advisor And InvestorVarious Startups Jan 2010 - PresentInvestor, Liquid Death, 2022Advisor and Investor, PAL (acquired by CAMP June 2019)https://camp.comInvestor, KlicklyInvestor, Pomp & Whimsy
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Equity And Derivative Sales And TradingUnited First Partners Sep 2017 - Jul 2019London, United Kingdom , GbEvent Driven, Special Situations and Merger Arbitrage Sales and Trading (Equities and Options) -
Client Relationship ManagerLenox Advisors Jun 2015 - Aug 2017New York, Ny, UsBusiness development and Sales for HNW individuals and Fortune 1000 CorporationsWorked with teams to analyze insurance, financial and legal/estate planning needs for clients1 of 4 Relationship Managers who met Total Net Flows for AUM per yearAchieved Leaders Award based on production targets -
Vice President, Asian Block TradingClsa (Calyon) Jun 2008 - Dec 2008Hong Kong, HkLed team of 10+ sales traders in NY, London and Hong Kong, grew Revenues by over 100%Negotiated and executed anonymous agency block trades in small, mid and large cap equities (across Asia and the U.S.) for institutional clients. Notional value ranging from $1 million to over $100 million with size from 1 day to several months average daily trading volume.Managed U.S. team for global institutional clients in North America and Asia to promote block trading as an optimal liquidity platform in order to minimize price impact while executing large orders -
Head Trader Asia And EuropeAtlas Capital Management Llc Jul 2007 - Jun 2008Trader during live Asian and European market hours of equities, derivatives, FX, fixed income, and CDS for global macro hedge fund with over $300 million in assetsImproved returns by minimizing trading costs and improving executions, including currency hedging in a volatile market environment
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Derivatives TraderSaratoga Capital, Llc Jan 2007 - Jul 2007Executed options order flow including block trades for institutional agency desk of 20 sales traders, focusing on idea generation through fundamental and technical analysis for various institutional clients
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Proprietary Equity Trader And Portfolio ManagerColonial Fund Aug 2005 - Jan 2007Traded equities for multi-strategy hedge fund with $500 million in assets, focusing on short-term trading opportunities including block trades.
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Equity Capital MarketsGoldman Sachs Sep 1999 - Jun 2005New York, New York, UsTrader in Biotechnology sector, working closely with senior managers to generate trading and hedging ideas using both equities and derivatives for institutional clientsCommunicated constantly with clients and sales traders to facilitate block and program trades, VWAP orders and risk management strategiesBuilt Earnings models, analyzed companies for client investment decision makingHelped with Healthcare and Biotechnology IPO trading, communications and post deal stabilizationTrading Assistant (Spear, Leeds and Kellogg Incorporated - acquired by Goldman Sachs in 2000)Traded over 20 NASDAQ 100 stocks for top market maker whose average P&L exceeded $4 million per monthSelected as one of 12 college graduates for Trader Training Program with rotations in equities, fixed income and derivatives on the NYSE and AMEX as well as the NASDAQ desk
Roger Dasilva Skills
Roger Dasilva Education Details
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The Wharton SchoolSpanish Minor -
Seton Hall Preparatory School
Frequently Asked Questions about Roger Dasilva
What company does Roger Dasilva work for?
Roger Dasilva works for Realm Business And Tax Advisory
What is Roger Dasilva's role at the current company?
Roger Dasilva's current role is Tax Planning & Preparation, Bookkeeping and CFO Services for Startups & Small Businesses.
What is Roger Dasilva's email address?
Roger Dasilva's email address is ro****@****tup.com
What schools did Roger Dasilva attend?
Roger Dasilva attended The Wharton School, Seton Hall Preparatory School.
What are some of Roger Dasilva's interests?
Roger Dasilva has interest in Children, Volunteering, Economic Empowerment, Education, Classical And Modern Art, Photography, Poverty Alleviation, Arts And Culture, Investment Management.
What skills is Roger Dasilva known for?
Roger Dasilva has skills like Equities, Options, Portfolio Management, Equity Trading, Options Strategies, Energy, Alternative Energy, Hedge Funds, Trading, Derivatives, Cds, Investment Management.
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