Wesley Kennedy

Wesley Kennedy Email and Phone Number

Finance, Operations and Strategy @ The Lotus Method
San Francisco Bay Area
Wesley Kennedy's Location
San Francisco, California, United States, United States
Wesley Kennedy's Contact Details

Wesley Kennedy work email

Wesley Kennedy personal email

Wesley Kennedy phone numbers

About Wesley Kennedy

Self-starting, data enthusiast who is long startups.

Wesley Kennedy's Current Company Details
The Lotus Method

The Lotus Method

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Finance, Operations and Strategy
San Francisco Bay Area
Website:
thelotusmethodsf.com
Employees:
17
Wesley Kennedy Work Experience Details
  • The Lotus Method
    The Lotus Method
    San Francisco Bay Area
    View
  • Sift Finance
    Managing Partner
    Sift Finance Apr 2019 - Present
    Oakland, California, Us
    we help 2 types of companies access capital - pre-seed, venture backable businesses with a hyper-efficient investor relations-like approach and revenue-generating, businesses unlikely to raise venture capital that are a good fit for our revenue participation investment structure.
    View
  • The Lotus Method
    Head Of Finance + Operations
    The Lotus Method 2014 - Present
    San Francisco, Ca, Us
    personalized fitness designed by pre/postnatal experts (www.thelotusmethod.com)
    View
  • Calm Company Fund
    Venture Scout
    Calm Company Fund Apr 2022 - Present
    Remote, Everywhere, Us
    sourcing great entrepreneurs building sustainable, calm companies.
    View
  • Ixperience
    Finance Instructor
    Ixperience 2015 - Aug 2023
    Cape Town, Western Cape, Za
    launched finance course back in 2015 and taught off and on thereafter.
    View
  • Betterdays
    Advisor
    Betterdays 2017 - Dec 2022
    Alpharetta, Ga, Us
    personalized treatment pathways for chronic conditions (syndiohealth.com)
    View
  • Wilbur Labs
    Entrepreneur In Residence
    Wilbur Labs May 2021 - Nov 2021
    Miami, Fl, Us
    evaluated opportunities in the alternative financing space, including revenue-based financing
    View
  • Wck Consulting
    Principal
    Wck Consulting Nov 2009 - Nov 2020
    contract VP and CFO level financial advisory, planning and strategy for startups
  • Investment Banking Institute
    Finance Instructor
    Investment Banking Institute 2007 - 2018
    Newtown, Pennsylvania, Us
    launched the SF location; designed curricula focused primarily on financial modeling and valuation
    View
  • 451 Research
    Equity Research Analyst
    451 Research 2007 - 2009
    New York, Ny, Us
    worked @ Tier1 Research which was acquired by the 451 Group; software-as-a-service coverage
    View
  • Ridgecrest Capital Partners
    M&A Associate
    Ridgecrest Capital Partners 2006 - 2007
    San Francisco, California, Us
    my first and only stint in mergers and acquisitions
    View
  • Thomas Weisel Partners
    Investment Banking Associate
    Thomas Weisel Partners 2004 - 2005
    Us
    converts origination // $2b in lead and co-managed deals // built credit-pricing model for prop desk
    View
  • Green Street Advisors
    Equity Reseach Associate
    Green Street Advisors 2003 - 2004
    Newport Beach, California, Us
    supported top ranked team covering REITs // hotel industry coverage // fch, hot, hst, mar
    View
  • Ziegler
    Investment Banking Analyst
    Ziegler 2002 - 2003
    Chicago, Illinois, Us
    modeling for one of the largest underwriters of "muni-like" bonds for the senior living industry
    View
  • Svb Financial Group
    Analyst
    Svb Financial Group 2000 - 2002
    Santa Clara, Ca, Us
    originations and underwriting for the preeminent venture debt investor // $22m of investments
    View

Wesley Kennedy Skills

Financial Modeling Venture Capital Valuation Private Equity Investment Banking Financial Analysis Mergers And Acquisitions Corporate Finance Finance Equities Start Ups Investments Business Strategy Equity Research Banking Dcf Capital Markets Due Diligence Portfolio Management Business Valuation Bloomberg Fixed Income Alternative Investments Asset Management Lbo Emerging Markets Leveraged Finance Corporate Development M&a Experience Hedge Funds Structured Finance Restructuring Capital Iq

Wesley Kennedy Education Details

  • Santa Clara University
    Santa Clara University
    Mathematics
  • Golden Gate University
    Golden Gate University
    Economics

Frequently Asked Questions about Wesley Kennedy

What company does Wesley Kennedy work for?

Wesley Kennedy works for The Lotus Method

What is Wesley Kennedy's role at the current company?

Wesley Kennedy's current role is Finance, Operations and Strategy.

What is Wesley Kennedy's email address?

Wesley Kennedy's email address is we****@****hoo.com

What is Wesley Kennedy's direct phone number?

Wesley Kennedy's direct phone number is +165079*****

What schools did Wesley Kennedy attend?

Wesley Kennedy attended Santa Clara University, Golden Gate University.

What skills is Wesley Kennedy known for?

Wesley Kennedy has skills like Financial Modeling, Venture Capital, Valuation, Private Equity, Investment Banking, Financial Analysis, Mergers And Acquisitions, Corporate Finance, Finance, Equities, Start Ups, Investments.

Who are Wesley Kennedy's colleagues?

Wesley Kennedy's colleagues are Savannah Fisher, Samantha Jamosmos, Kristy Woodruff, Nitzia Garcia, Hayley Doyle, Sarah Matias, Alexa Dube.

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