Jeff Yellin, Cfa Email & Phone Number

Raleigh, Nc, Us

San Francisco, California, Us

New York, Ny, Us

CompStak is an independent, privately held leader in commercial real estate transaction data. I lead the Finance team.

London, Gb

Mentoring early-stage startups building on Corda, an enterprise distributed ledger platform, to help them find product-market fit and scale beyond.

New York City, New York, Us

London, Gb

-Worked with internal lines of business to create and execute on innovation agendas; identify technology challenges and opportunities and find FinTech solutions to create better product offerings and improve internal efficiencies-Member of the internal blockchain steering and tech committees; worked on project aiming to issue digital assets on a blockchain-Contributed to the strategy of Barclays’ US digital consumer bank, which will be an app/online-only financial hub-Mentored companies in the Barclays Accelerator, powered by TechStars; provided strategy, financial and sales advice to FinTechs

New York, New York, Us

Motive Partners is a financial technology investment firm focused on the technology-enabled companies that power the financial services industry. Motive Partners addresses the unique opportunity in financial technology through an integrated platform with the capability to invest, operate and innovate across the financial technology ecosystem.-Gained FinTech investment experience across banking, payments, capital markets, investment management and insurance-Participated on the investment teams for LMRKTS and Avaloq and several other deals that entered due diligence-Originated and recommended investment opportunities through networking and thesis-driven research on companies-Participated in all aspects of the investment process, including: sourcing, screening, due diligence, term sheet drafting, financial modeling, Investment Committee, negotiation, deal structuring, internal documentation and exit strategy

New York, Ny, Us

-Led the company’s financial planning and analysis, providing insight to executives and the Board of Directors -Researched acquisition candidates, evaluated opportunities and prepared financial models to project the impact of corporate combinations -Led the budget process; maintained budgets and sales and financial forecasts for the company -Prepared and aggregated materials for quarterly Board meetings; attended meetings -Worked with investors and ensured the company’s goals and incentives were aligned with investor expectations

Founded in 2013, Spear Point is an activist a deep value investor specializing in special situations. Spear Point's investment strategy combines intensive due diligence, an active role in addressing corporate governance and strategy, and a highly concentrated portfolio.-Developed lists of investment targets using screening tools and partners’ research-Monitored investment targets as stock price changes or more information is released; evaluated how performance and changes affected Spear Point’s valuation and view of the company-Created financial models to determine candidates’ price targets and investments’ buy/hold/sell ranges-Analyzed targets’ publicly available information and interviewed industry experts to prepare reports and recommendations for the Investment Committee-Served as a member of the company’s Investment Committee, which approved all of the company’s investment decisions-Worked with Spear Point’s General Partners to determine target company engagement strategy, which included press tactics and drafting and reviewing letters to target companies’ management and shareholders

New Orleans, La, Us

Founded in 2000, The Idea Village is an independent 501(c)3 non-profit organization with a mission to identify, support and retain entrepreneurial talent in New Orleans. The Idea Village has solidified its position as a leading driver of entrepreneurship. Over the last 12 years, the organization has provided direct support to over 3,000 New Orleans entrepreneurs by engaging over 2,400 professionals to allocate 72,295 consulting hours and $3.45 million in seed capital. Collectively, this portfolio generates over $100 million in annual revenue and has created well over 2,000 jobs for the New Orleans community.-Served as a mentor for ten start-up companies over the six month accelerator program-Provided strategic advice and assistance in the areas of corporate strategy, start-up finance, planning and operations

Worked with Richard Korhammer, Chairman of The Receivables Exchange and Co-founder and former CEO of Lava Trading (and current Chairman of Yield Broker), to found a Company to provide a competitive receivables finance solution in Asia.-Developed business plan, financial models and investor materials to launch a venture in Hong Kong, Australia and Singapore-Performed legal research and worked with attorneys and accountants to consider various transaction structures to best suit all parties to the transaction under local and international laws-Worked with potential investor (Principal Strategic Investments group at a global bulge bracket investment bank) to develop technology agreements-Pitched receivables finance solution to potential investors’ buy side and sell side investment banking customers

The Receivables Exchange is the world’s first online marketplace for real-time trading of accounts receivable. Changing the landscape of small business financing by providing a new dimension in working capital management, The Receivables Exchange connects a global network of accredited investors (Buyers) to the nation’s millions of small and mid-sized businesses (Sellers) in search of capital to drive growth. Buyers get direct access to an $18 trillion new investable asset; small businesses get to access to a new competitive working capital management solution by having their receivables bid on by multiple Buyers in real-time.-Developed analytics to identify sellers and account debtors with potential financial problems or heightened fraud risk-Performed trend analysis and validation of the quarterly financial statements and accounts receivable agings-Evaluated and selected vendors to provide monitoring services-Coordinated the receipt of and reviewed sellers’ quarterly disclosure materials

-Managed a team of four employees that ensured the proper and expeditious movement of funds-Approved all fund movements and maintained reconciliation processes of all accounts-Ensured that all Trade Services actions and interactions with customers were in compliance with Exchange agreements-Created and maintained department playbook that outlined both routine and exceptional processes

-Built and maintained internal financial models to project operating data and forecast company’s cash flows -Led the company’s budgeting process, standardizing procedures and recommending budget changes to CFO and CEO -Performed scenario analyses and suggested budget modifications in anticipation of company performance changes-Evaluated potential competitors’ business models and monitored their activity-Worked directly with the CFO, CEO and President to coordinate Board of Directors communication-Prepared presentations and due diligence materials for venture capitalists-Analyzed sales, marketing and operations data to streamline internal and external processes-Coordinated human resources, including creation of employee handbook, disaster recovery plan and hiring efforts-Created and ran the company’s internship program

New York, Ny, Us

-Provided day-to-day analytical support and transaction coordination for fixed rate and variable rate negotiated bond issues-Created marketing materials on behalf of senior bankers -Performed Monte-Carlo cash flow analysis to assist clients in selecting derivative structures to mitigate operational risk and control debt service costs -Prepared client presentations and memoranda on a variety of topics, including refunding and new money bond financing analyses, derivative structures and pricing, bond market and economic updates and firm qualifications

Valley Forge, Pa, Us

-Worked as a research associate in the Fixed Income Group, which managed over $270 billion in assets-Assisted senior analysts in covering tax-exempt revenue sectors including higher education and healthcare and corporate sectors of foreign banks, brokerages, pharmaceuticals and healthcare companies-Implemented substantial changes to analysts’ models to help determine the creditworthiness of issuers-Wrote research reports about credits for internal documentation and review-Prepared materials for, led, and presented at weekly and monthly analyst meetings-Monitored tax-exempt high-yield holdings through periodic financial surveillance, compilation of daily news logs, and informal reports to portfolio managers