Sergio Barreto Email & Phone Number

Vancouver, Bc, Ca

Toronto, Ontario, Canada

• Served as the sole developer and cloud architect for WallStreetOdds.com, a SaaS web application that has provided unique alternative trading data and tools to 15,000+ registered users and 1,300+ paying subscribers• Designed an efficient architecture utilizing several Azure services to deliver a highly available (99.9% uptime), low latency (<20ms average response time) web app providing ~50 million data points to thousands of users while keeping cloud costs below $400/month• Programmed the web app’s logic by writing 100,000+ lines of code in Python, JavaScript, HTML and CSS using Django• Developed a commercial stock data REST API with automated scaling capabilities using Azure Functions and Azure Premium Blob Storage. The API has been adopted by algorithmic traders, including an Analyst at Delphi Digital, a large NY hedge fund• Leveraged my front-end skillset to develop advanced mobile-friendly power tools for traders, including a trade screener, which thousands of investors use to screen for attractive stocks by using over 80 unique filters• Utilized pandas, multiple third-party APIs and ethical scraping techniques in order to generate and maintain WallStreetOdds’ unique and actionable trading data sets that serve as the company’s core product• Developed an AI chatbot that assists users with WallStreetOdds questions using Pinecone, text-embedding-ada-002, and gpt-3.5-turbo• Programmed a python Twitter robot which promotes WallStreetOdds’ data, resulting in hundreds of new users• Designed and implemented an event-driven, serverless microservices architecture using Azure Functions, enabling the decoupling of business logic for over 75 separate ETL processes and APIs, each with their own Git Actions CI/CD pipeline• Implemented robust security measures, such as data validation to guard against SQL injection, utilization of CSRF tokens, SSL enforcement, and blocking of malicious IP addresses from accessing servers, ensuring a high degree of security

Vancouver, British Columbia, Canada

• Worked on several M&A transactions and strategic reviews for the mining and diversified coverage groups• Was solely responsible for conducting a strategic review of a client as part of my summer project• Presented the strategic alternatives available to a client which I identified to my MD and two directors• Conducted various analytic exercises on Excel, including modeling work• Completed several PowerPoint slides utilized in external and internal presentations• Leveraged Bloomberg, FactSet and ThomsonOne to update comps, precedent transactions and consensus analyst forecasts• Maintained a working group list and buyers outreach log for one of CIBC’s mandates

Toronto, Canada Area

• Worked on multiple deals to varying degrees, including sell-side and buy-side M&A, and a restructuring project• Created a DDM model and aiding in the construction of a slide deck for a potential cross-border transaction• Researched, interpreted and presented various macroeconomic and company-specific data using the Bloomberg terminal• Examined one of Scotiabank’s contracts and identified areas of the agreement that would be of interest in renegotiation talks• Sat-in and took notes on the strategic meetings that led to Scotiabank’s successful ~$2.6BN bid to acquire MD Financial• Redacted dozens of legal contracts in the preparation of two virtual data rooms

Vancouver, Canada Area

• Responsible for creating extensive US financial institutions valuation models• Tasked with accurately updating hundreds of valuation models to reflect earnings releases in a timely manner• Trained to efficiently navigate excel and entire computer with only short cuts• Completed mergers and inquisitions financial modelling course on financial institutions• Maintained a high level of attention to detail while reviewing company models for errors

Bachelor Of Commerce (B.Com.), Finance, General

Activities and Societies: - UBC Finance Association - UBC Trading GroupNotable Grades: Investment Theory - 91% Symbolic Logic - 90%.

Canadian Securities Course With Honors, 87%

Capital Markets Training Program

Built DCF valuation model and pitch book and presented to former investment bankers.

Bachelor Of Commerce (Bcom)

Activities and Societies: Enactus CarletonNotable Grades: Calculus - 90% Managerial Accounting - 90% Linear Algebra - 87%