Ryan Stapleton Email & Phone Number

New York, New York, United States

New York, United States

New York, United States

• Developed and implemented a highly successful Covered Call Strategy, customized to match client risk profiles and investment objectives. Annual revenue increased by 50%, providing substantial value and financial gains.
• Conducted extensive financial analysis and due diligence, leveraging a comprehensive understanding of financial markets, industry trends, and valuation techniques.
• Developed complex financial models and utilized various tools to evaluate investment opportunities, assess risk, and make data-driven recommendations.
• Monitored and analyzed key performance indicators, financial statements, and market data to provide accurate forecasts and identify potential growth opportunities.
• Assisted in the preparation of investor presentations, pitch books, and marketing materials, showcasing the company's value proposition and highlighting investment potential.
• Utilized advanced Excel functions, financial modeling software, and industry-specific databases to streamline financial processes, improve efficiency, and enhance accuracy.

Greenwich, Connecticut

• Completed their Analyst Boot Camp throughout the spring semester.
• Contributed to the production of internal research reports focused on microcap through midcap companies with market capitalization ranging from $50 million to $10 billion.
• Implemented a long-only value investment strategy as a generalist, covering a wide range of companies spanning multiple industries.
• Responsible for preparing reports on constituents and prospective holdings for Managing Partner including: 3-5 Year financial models & forecasts, industry analysis, key news, and DCF’s, CCA’s and other valuation.
• Participated in regular phone calls with investor relations and management teams of targeted companies.

Bridgeport, CT

• Individually managed both non-profits People’s Checking and People’s Payroll accounts on a weekly basis; reconciled accounts for the end of month by referencing Profits & Loss Statements and Slim CD to verify all.
• Responsible for budgeting and financial forecasting in Fiscal Year 2018 on a month to month basis; articulating both companies financial positioning, cash flows, and goals in preparation of Board of Director’s meetings.

Tianjin City, China

• Researched international economic conditions and reported investment opportunities in North America and European Regions to the groups Vice-President of the company.
• Analyzed investment options for hedging and leveraging, and recommended investment strategies in the foreign markets to the groups International Medical Project Manager.
• Delivered oral presentation with fellow interns, synthesizing which markets would incur the greatest return following the approval of firms newly FDA regulated hypertension medicine; return in the US, showed a 3%.