Stewart Carlin, Cfa Email and Phone Number
Stewart Carlin, Cfa work email
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Stewart Carlin, Cfa personal email
I have built my career around a passion for helping founders accomplish organizational goals through mergers & acquisitions. As the son of an engineer, I knew early on in my career that the best way to build expertise in advising founders is to first learn how to effectively build, implement and fund growth strategies from the inside. Each one of my roles was thoughtfully considered to help build a dynamic toolkit for my work as a sellside advisor to founder owned healthcare and tech-enabled services businesses.At Bundy Group, our dynamic team of former operators and corporate investment bankers understand what it’s like to sit on both sides of the negotiating table, and the importance of building value in your business while building scale. As we always prioritize client best interest over a transaction, our firm provides white glove service throughout a deal process with the goal of maximizing both value and strategic fit.
Bundy Group
View- Website:
- bundygroup.com
- Employees:
- 15
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Managing Director - Healthcare And Tech-Enabled ServicesBundy GroupNew York, Ny, Us
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Managing Director - Healthcare & Tech-Enabled ServicesBundy Group Oct 2020 - PresentCharlotte, North Carolina, Us
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DirectorBundy Group Jan 2019 - Oct 2020Charlotte, North Carolina, Us
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Advisor To The BoardImpesa 2019 - PresentEscazú, San José, Cr -
Chief Financial OfficerImpesa 2017 - 2019Escazú, San José, CrLead the financial and operational strategy for the global expansion of the business:- Lead the capital raising process to fund the growth of the company- Create business plans, commercialization strategies and develop pricing for new products - Develop financial reporting policies and procedures to ensure compliance with IFRS- Work with outside consultants on company structure and tax planning to improve profitability- Exit strategy planning
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Financial Planning And AnalysisCoty 2016 - 2017Amsterdam, North Holland, Nl- Member of the FP&A team directly supporting the CFO and Executive Committee- Project team for post merger integration -
AssociateHoulihan Lokey 2015 - 2016Los Angeles, Ca, Us -
Director Of Fp&ANeal Communities Of Southwest Florida, Inc. 2013 - 2015Sarasota, Fl, Us- Treasury Management- Institutional and Capital Markets Relationships- Financial Planning & Analysis- Strategic Planning- Project Underwriting- Real Estate Development- IT Management -
Manager Fp&ANeal Communities Of Southwest Florida, Inc. 2012 - 2013Sarasota, Fl, Us
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Board Of DirectorsFiducia Insurance 2013 - 2015Managing Member
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Fldp Financial AnalystJohnson & Johnson 2011 - 2012New Brunswick, Nj, UsFinance Leadership Development ProgramMcNeil Consumer Healthcare (Fort Washington, PA)- Strategic Planning- New Product Development- Media/Marketing -
Fldp Financial AnalystJohnson & Johnson 2010 - 2011New Brunswick, Nj, UsFinance Leadership Development ProgramJohnson & Johnson Innovation (New Brunswick, NJ)- JJDC Portfolio Companies- G/L Management- Financial Modeling and Valuations- Financial Reporting
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Hockey PlayerUshl 2003 - 2006Tinley Park, Il, Us
Stewart Carlin, Cfa Skills
Stewart Carlin, Cfa Education Details
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University Of Notre Dame - Mendoza College Of BusinessFinance
Frequently Asked Questions about Stewart Carlin, Cfa
What company does Stewart Carlin, Cfa work for?
Stewart Carlin, Cfa works for Bundy Group
What is Stewart Carlin, Cfa's role at the current company?
Stewart Carlin, Cfa's current role is Managing Director - Healthcare and Tech-Enabled Services.
What is Stewart Carlin, Cfa's email address?
Stewart Carlin, Cfa's email address is sc****@****.nd.edu
What schools did Stewart Carlin, Cfa attend?
Stewart Carlin, Cfa attended University Of Notre Dame - Mendoza College Of Business.
What skills is Stewart Carlin, Cfa known for?
Stewart Carlin, Cfa has skills like Financial Modeling, Strategic Planning, Financial Reporting, Sap, Project Management, Microsoft Excel, Business Development, Valuation, Real Estate Transactions, Process Improvement, Real Estate Development, Investment Banking.
Who are Stewart Carlin, Cfa's colleagues?
Stewart Carlin, Cfa's colleagues are Edward Labougense, Kamlesh Panchal, Nancy Undefined, Porter Tiller, David Xavier, Lester Manuel Carrillo Rivera, Jordan Frickle.
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