Sean Russo, Mba Email & Phone Number

New York, NY, US

New York, New York, United States

• Authored research reports involving business valuation, industry growth trends, and macro trends to guide strategy for $5+ billion in AUM
• Supported the Investment Committee, the Director of Research, and the Director of Institutional Asset Management with ad-hoc research reports, investment memos, and marketing materials
• Member of the Investment Committee as a non-voting member, giving updates on performance, allocation, product development, and client/advisor communication
• Programmed automated charts and data visualization tools measuring various market movements, performance, and barometers using R
• Contributed to the formation, execution, valuation, research, and deal flow of an inter-company VC fund that provided clients access to Fintech startups
• Supported advisors with additional data, business development, and investor education materials as well as answer client and advisor questions concerning current holdings and strategy

• Development of leadership and management skills
• Teaching and developing young professionals aspiring to be in similar fields
• Sharpening ability to share knowledge and lessons learned
• Opportunity to help propel the University of North Dakota and the school of business in particular

United States

• Developed pitch decks and CIPs for business development and performed market research involving precedent transactions, public comparable companies, DCFs, LBOs and buyer profiles
• Built valuation models and marketing materials to illustrate opportunity to potential clients
• Advised corporations, private business owners, public companies, family-owned businesses, private equity groups, investment funds, family offices and management teams on middle market transactions focused on.
• Authored and published industry focused sell-side reports on a variety of diversified industrial subsectors
• Actively participated in middle-market M&A and capital raise deals with EV up to $1B
• Proactively updated company website and mass distributed periodic research reports, transaction updates, and business development materials

Denver, Colorado, United States

• Built and maintained a new target acquisition list for buy-side and sell-side clients
• Achieved consultant status working with a multitude of different clients on acquisition strategy
• Led various projects regarding market and firm research in the AEC industry
• Continually researched new buy side opportunities for clients and co-workers
• Participated in deep financial analysis and interpretation, helping make decisions on the value of acquisition for clients
• Created and maintained various buyer and seller profiles and financial models for the buy and sell side

• Selected amongst a competitive and international applicant pool to participate in IvyLine Capital’s Investments & Derivatives Cohort
• Actively participated in education surrounding the fundamentals of security analysis, portfolio construction, portfolio modeling, advanced technical analysis, and the applications of derivatives
• Participated in weekly lectures and speaker events with industry professionals
• Collaborated and engaged with over 300 students across over 100 universities and 20 different countries through investment challenges
• Effectively completed assignments, experiences, and education in a virtual setting

Grand Forks, ND, United States

• Leadership role and former managing associate to the first student-run venture capital fund in the country - Contained $1.4 million dollars invested in a range of startups from REITS to Biotech - Responsible for.
• Participated in meetings with Board Members, Investors, and CEO’s
• Performed valuations of businesses
• Performed detailed analysis of Financial Statements
• Integrated new analysis techniques for financial analysis of businesses
• Coordinated with cross-functional teams to better valuation process

Chicago, Illinois, United States

• Developed sophisticated models involving Tracking Error and Value at Risk for open ended funds
• Worked with Portfolio Managers and Product Managers to set appropriate limits for various risk measures
• Supported risk leadership in implementing and embedding risk framework and the process for defining, assessing, monitoring, measuring, and reporting risks
• Helped facilitate various business needs such as data analysis and risk report creation

Grand Forks, North Dakota

• Developed strategy regarding fund direction
• Provided leadership to other students to achieve measurable results
• Responsible for the continuation and management of $1.6 million dollars invested in real equity
• Led team to manage key decisions for the Consumer Discretionary sector
• Facilitated day to day operations and communications regarding the fund
• Analyzed and interpreted results to positively impact fund performance

Grand Forks, North Dakota

Sold various merchandise and led the accounting process at the University of North Dakota bookstore

Master Of Business Administration - Mba, Executive Mba

Activities and Societies: UND Football Team, Accounting Department Graduate Assistant

Investments And Securities

Activities and Societies: UND Football Team