Waheed Hassan, Cfa Email & Phone Number

Reston, Va, Us

Washington, D.C., Us

- Ranked No. 2 Global Strategic Adviser for Shareholder Activism by Bloomberg for FY21 and FY22- Ranked Top 10 Financial Advisor by Thomson Reuters’ Refinitiv for Shareholder Activism in 2020.- Advisory Board Member of ESG Professionals Network. - Developed AI-powered Investor Engagement Dashboard. Covers investors with $75T AUM, and over 2,000 engagement case studies.- Built ESG programs for global companies

San Francisco, California, Us

- Ranked Top 10 IR/PR Adviser in Bloomberg Activism Advisory Rankings for 1HFY20- Formulated communications plan for effective messaging of corporate strategy, financial results, growth opportunities, and business initiatives to Wall Street and institutional/retail investors. - Advised clients on ESG disclosures. Scope includes materiality assessment, peer benchmarking, and identification of key performance indicators. - Prepared investor presentations, shareholder letters, investor, and employee Q&A documents for activist campaigns. - Utilized AI-based sentiment analysis tools to get better insights on investor perception regarding financial performance and management/Board capabilities. - Reviewed proxy statements, SEC filings, and annual reports by collaborating with CFO and legal team.- Prepared clients' for engagement with governance teams at major institutional investors, including index funds. - Performed ‘Activist Vulnerability Assessment’ based on financial performance, governance profile, and Board Gap Analysis. - Developed Management Playbook for activist situations.- Strong knowledge and understanding of ESG reporting frameworks (SASB, GRI, and TCFD) and rating companies (MSCI, ISS, and Sustainalytics).

Bloomfield, Nj, Us

- Ranked Top 10 in Thomson Reuters Global Shareholder Activism Scorecard for three consecutive years (2015 -2017).- Developed performance dashboards for C-level management and Boards of Directors based on analysis of corporate strategy, business growth drivers, capital allocation plans, key financial metrics, and peers’ financial and valuation analysis. - Utilized big data to develop Activist Risk Score (ARS) dashboard – a proprietary algorithm that analyzed over 60,000 data points and assigned a ‘vulnerability score’ based on ten financial metrics over a 5-year rolling history. - Advised clients on emerging corporate governance issues, M&A transactions, and strategies for effective shareholder engagement. - Advised on M&A transactions with the aggregate deal value in excess of $90B. Engagement involved reviewing prelim and final proxy statements and evaluating merger rationale, Background to the Merger section and Fairness Opinion. - Led client engagement with proxy advisory firms (ISS and Glass Lewis). Over 80% success rate in garnering favorable recommendations from proxy advisory firms. - A frequent speaker at industry conferences on governance issues, shareholder activism and investor engagement strategies.

Rockville, Md, Us

- Lead analyst (Special Situations Team) for 100+ contentious M&A/Proxy Contest situations with a combined market value of targeted companies in excess of $75B.- Advised investors on contested M&A transactions valued in excess of $15B, including VaxGen, Inter-Tel, Cablevision Systems, Grey Wolf Inc., Bronco Drilling, IPC Holdings, and Alpha Natural Resources. - Evaluated numerous high profile proxy contests including Conseco Inc., Atmel Inc., Bassett Furniture, Office Depot, NRG Energy, Target Corp and Barnes & Noble.

Eonsil focused on developing NVMHCI/NVMe PCIe solid state drive (SSD), which was the world's first single controller fully embedded SoC based PCIe SSD. - Raised $3M from investors- Developed pitch deck and all investor presentations- Created and maintained financial model that was incorporated in investor decks- Assisted CEO with investor materials- Managed all aspects of investor communications

Mclean, Va, Us

- Managed IT budget of $300m.- Prepared yearly budgets, monitored monthly spent, and performed variance analysis which was presented to internal clients.- Managed multiple internal clients.- Financial lead for VOIP telecom initiative.

- Provided investment research on micro/small cap stocks.- Rated # 3 best performing independent research firm by BusinessWeek magazine in 2004.- Featured in Entrepreneur magazine in 2005.

Frankfurt Am Main, Hessen, De

Paris, Île-De-France, Fr

Zurich, Ch

Mba, Finance

Mba, Finance