Functional Skills

Financial Modeling
Investor Relations
Financial Due Diligence
Forecasting / Projections
M&A Support
M&A Transaction Readiness
Market Research
Strategic Planning
Valuation

Software Skills

Google Docs
Google Sheets
Microsoft Word
Microsoft Excel
Microsoft Office
Microsoft OneDrive
Microsoft PowerPoint
Trello
Hubspot

Sector Experience

Financial Services
Business Services
Technology

Languages

English
Russian
2
hours

Avg Response Time

15
years

Years of Experience

9/17

Member Since

Case Study
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Case Studies

financeAccounting
Fundraising Strategy for Debt Marketplace
Business Services Financial Modeling Valuation Investor Relations
financeAccounting
Presentation, Financial Model, and Valuation Analysis for Healthtech Startup
Healthcare Financial Modeling Valuation Market Research
financeAccounting
Fundraising Expert for Eyewear Startup Company
Manufacturing Financial Modeling Valuation Financial Due Diligence
financeAccounting
Fundraising Strategy
Financial Services Financial Planning & Analysis (FP&A)
financeAccounting
How We Helped Posh Properties Launch a Short-Term Rental Real Estate Fund
Real Estate Financial Due Diligence Forecasting / Projections Financial Planning & Analysis (FP&A)
financeAccounting
How We Helped an M&A Advisory Save Time and Close More Deals
Financial Services Valuation Financial Planning & Analysis (FP&A) Financial Due Diligence
financeAccounting
How We Helped Wyre Complete The Largest Sale In Crypto To Bolt For $1.5Bn
Financial Services Financial Modeling Financial Planning & Analysis (FP&A)
financeAccounting
Comprehensive Acquisition, Roll-up, and Fundraising Strategy
Business Services Financial Due Diligence Financial Planning & Analysis (FP&A)
Bulge Bracket Investment Banks
Fortune 500

Experience

 
AI Capital Advisors Management Consulting
Principal
10/2015 - Present
Based in New York City, AI Capital Advisors is the advisory group of a multi-generational, single-family office specializing in Real Estate Financing and Venture Capital. With a background in a wide variety of industries, our unique position allows us to help our investors, entrepreneurs, and family offices find innovative solutions.
Toptal Finance
Finance Advisor
10/2016 - Present
Consulting and Advisory for late stage and Fortune 1000 organizations, including:

• Financial Planning & Analysis
• Operational Budgeting
• Capital Efficiency
• Financial Modeling
• Strategic Planning & Execution
Fidelman & Company Management Consulting
Principal
10/2015 - Present
Fidelman & Co. works with companies that are on the brink of expansion seeking additional funding or further growth and development. We step in to help ‘institutionalize’ the company by creating and implementing a set of policies and procedures to enable future growth and continuity.
Onevest Finance
Partner
02/2015 - 10/2015
• Responsible for Origination, Diligence, Allocation, & Portfolio Management
• Worked closely with VC, PE, and Family Offices
HSBC Other
Vice President
10/2013 - 02/2015
• Managed wealth management group in Manhattan
• Responsible for investment, lending, and insurance products
Morgan Stanley Finance
Portfolio Manager
03/2012 - 10/2013
• Pre & Post Market Trades (Syndicate, Block Trades, etc.)
• Piloted the International Client Advisor program for Russia, Ukraine and Kazak region
Maxim Group Finance
Financial Advisor
10/2011 - 03/2012
• Jr. Advisor on 3 person team
• Responsible for marketing and investor relations
Continental Finance Corp Finance
Vice President
02/2010 - 10/2011
• Managed business origination and development plans
• Worked closely with individual teams to implement and develop operations