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Roger Dasilva is listed as Tax Planning & Preparation, Bookkeeping and CFO Services for Startups & Small Businesses at Realm Business and Tax Advisory, based in Hermosa Beach, California, United States. AeroLeads shows a work email signal at realmstartup.com and a matched LinkedIn profile for Roger Dasilva.
Roger Dasilva previously worked as Business Owner at Realm Business And Tax Advisory and Founder (Realm Startup Advisory) at Realm Business And Tax Advisory. Roger Dasilva holds Bs Economics, Finance Concentration, Spanish Minor from The Wharton School.
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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.
Listed skills include Equities, Options, Portfolio Management, Equity Trading, and 44 others.
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New York, NY, US
Realm 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
New York, NY, US
Need 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.
Investor, Liquid Death, 2022Advisor and Investor, PAL (acquired by CAMP June 2019)https://camp.comInvestor, KlicklyInvestor, Pomp & Whimsy
London, United Kingdom, GB
Event Driven, Special Situations and Merger Arbitrage Sales and Trading (Equities and Options)
New York, NY, US
Business 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
Hong Kong, HK
Led 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.
Trader 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
Executed 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
Traded equities for multi-strategy hedge fund with $500 million in assets, focusing on short-term trading opportunities including block trades.
New York, New York, US
Trader 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.
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Roger Dasilva works for Realm Business and Tax Advisory.
Roger Dasilva is listed as Tax Planning & Preparation, Bookkeeping and CFO Services for Startups & Small Businesses at Realm Business and Tax Advisory.
AeroLeads has found 1 work email signal at @realmstartup.com for Roger Dasilva at Realm Business and Tax Advisory.
Roger Dasilva is based in Hermosa Beach, California, United States while working with Realm Business and Tax Advisory.
Roger Dasilva has worked for Realm Business And Tax Advisory, Various Startups, United First Partners, Lenox Advisors, and Clsa (Calyon).
You can use AeroLeads to view verified contact signals for Roger Dasilva at Realm Business and Tax Advisory, including work email, phone, and LinkedIn data when available.
Roger Dasilva holds Bs Economics, Finance Concentration, Spanish Minor from The Wharton School.
Roger Dasilva is listed with skills including Equities, Options, Portfolio Management, Equity Trading, Options Strategies, Energy, Alternative Energy, and Hedge Funds.
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