Roma Stepanchenko Email & Phone Number

Ottawa, On, Ca

Canada

• Overseeing the negotiation, valuation, structuring, and execution of the Company's M&A transactions• Developing the Company's acquisition strategy• Streamlining and overseeing the M&A due diligence process of the Company

Ottawa, Canada Area

• Actively managing a diverse global equity and derivative portfolio• Developing systematic investment and trading strategies• Implementing algorithmic risk management and trading solutions• Employing advanced statistics, technical analysis, and pattern recognition to propel the Marlon Auxley portfolio

Ottawa, Canada Area

• Top performing portfolio manager on the Telfer Capital Fund• Was in charge of managing the holdings of the Fund in the Information Technology and Telecommunication Services sectors of the North American capital markets• Served as a mentor and supervisor to the Fund's analysts and analyst-trainees covering the IT and Telecom sectors• Presented weekly pitches and updates on current and potential holdings in the sector• Monitored and analyzed the risk endured by the fund in the respective sectors

Ottawa, Canada Area

• Teaching discussion groups/tutorials in several undergraduate business courses (ex. the main first year courses of the Commerce Undergraduate Program in French and English: ADM1700 – Introduction à la gestion des affaires, ADM1300 - Introduction to Business Management, Financial Accounting ADM1340)• Reporting directly to the Professor of the course on the progress of the students in the group• Assigning/grading students’ projects and providing feedback to the students• Answering students’ questions and going over material from past lectures to ensure the success of the students• Providing weekly office hours outside of class to students who have any further questions or inquires about the course

Ottawa, Canada Area

• Analyst on the inaugural Telfer Capital Fund management team• In charge of performing constant up-to-date research of the information technology and telecommunications sectors of the North American capital markets• Prepared and presenting weekly stock pitches and updates on the current and prospective holdings in the sector• Monitored and analyzed the risk endured by the fund in the info-tech and telecom sectors

Ottawa, Canada Area

• Worked on transactions which provide exposure to various investment banking services, including mergers and acquisitions, private placements of debt and equity, refinancing and leveraged buyouts• Performed company valuations• Constructed accurate financial models tailored to the needs of each client• Engaged in co-ordination of due diligence, preparation of confidential information memoranda, and virtual data room management

Ottawa, Canada Area

• Worked on various projects relating to corporate valuation and M&A advisory services for business owners (ex. Buy-Side/Sell-Side services, Private Equity, Strategic Growth Strategies, etc.)• Conducted research on an industry and company level to construct the most accurate business valuation and deal structure models for Welch Group Consulting clients

Ottawa, Canada Area

• Working closely with the Montes Auri team to develop and refine unique trading and investment strategies based on extensive primary research• Building financial models and automation algorithms to facilitate trading and risk management• Focusing on alternative investments ETF's and equity options

Capital Markets Mentorship Program (Cmmp) - Telfer School Of Management, Capital Markets

Activities and Societies: • Canadian Securities Course (CSC) certified as of August, 2015 • Participated in workshops facilitated.

Bachelor'S Degree, Finance And French Immersion, A+ (9.5/10.0 Cgpa)

Activities and Societies: Telfer Capital Fund, Teaching Assistant, Jeux du commerce (JDC Finance and Stock Sim Teams), Happening Marketing.