出版
最常见的演讲错误
http://2r.afroradionetwork.com/finance/pitch-deck-consultants/pitch-deck-best-practices
杰弗里 is 可用 租用
雇佣 杰弗里杰弗里 Fidelman
验证专家 in 金融
融资专家
位置
纽约，纽约，美国
至今成员总数
2016年9月29日
杰弗里 is a 哈佛大学 graduate who focuses on investment banking for startups and funds, 与自由财务总监并行. As an investment banker, he has acted as an interim 首席财务官 for 300+ companies and funds. A few highlights of 杰弗里's career outside consulting include being a partner at a VC fund, 在摩根士丹利和汇丰银行工作, 还共同创立了一家房地产经纪公司.
案例研究
工作经验
财务、战略和运营顾问
2016年至今
Toptal客户
- Engaged with over 100 clients to assist with fundraising by creating and revising presentations, 金融建模, 资本结构, 市场, 估价分析.
- Successfully helped entrepreneurs raise over $325 million.
- 担任SaaS的临时首席运营官/首席财务官, insuretech, fintech, edtech, 消费品, 金融服务, and 市场place platform companies in between funding rounds helping institutionalize processes and policies.
- 曾在一家保险初创公司担任首席运营官, 建立运营策略, developing a pipeline of over $1 billion in policy proposals, and ultimately assisting with the successful funding of over $200 million.
- Acted as a management consultant to a 金融服务 startup, 成功实施可扩展操作, and assisted with negotiations and due 勤奋 on a $50 million credit line.
重点领域:兼职首席财务官, 创业融资顾问, 创业融资, 资本结构, 估值, 投资者的演讲, 金融建模, 筹款, 临时首席财务官, 估值分析
首席执行官
2015年至今
Fidelman & 公司
- Started an investment bank that has grown to several associates covering over 100 early- to mid-stage companies.
- Focused my work on helping founders and funds raise capital, 为企业的出售做好准备, 或者收购一家公司.
- 为预融资公司提供咨询, including helping bring together fundraising materials like presentations, 金融模型, 估值, 资本结构, 还有市场调查.
- Advised post-funded companies in a management consultant capacity, 协助临时cfo和首席运营官职位, directly interfacing with investors to scale the businesses.
重点领域:兼职首席财务官, 市场研究, 资金报告, 欧博体育app下载, 金融咨询, 早期风险投资, 金融建模, 估值, 风险资本, 筹款, 临时首席财务官, 估值分析
总裁|首席运营官
2016 - 2018
氯氟化碳保险
- 共同创立CFC保险, a licensed insurance carrier providing RVI policies on commercial real estate.
- Ran day-to-day operations including writing the operating manual, 承保政策, 发展起源来源.
- Developed a pipeline of over $1 billion in policy proposals by creating partnerships with industry leaders which added this insurance to their offerings.
- Led the company to secure institutional funding in excess of $200 million by working with bankers to meet with and present the business to institutional investors.
重点领域:运营分析, 融资策略, 再保险, 欧博体育app下载, 业务发展
合作伙伴
2015 - 2016
Onevest
- Established a VC fund that was focused on tech-enabled, early-stage companies alongside a crowdfunding platform to extend additional capacity. 构建并执行业务流程, 勤奋, 分配, 投资组合管理.
- 在八个月内拨款约1.2亿美元, with the remaining cash left for follow-on rounds and pro-rata rights. Average check size of $1-5 million—all tech-enabled companies that were at the seed or round A stage.
- Worked closely with venture capital and private equity funds to source investments.
- Implemented strategic 市场ing and business development by developing key industry contacts and fostering mutually beneficial partnerships.
关注领域:天使/种子基金，初创公司，合并 & 收购(M&A), Pitch Presentations, 估值, 金融建模, 筹款
副总统
2013 - 2015
汇丰银行
- Responsible for wealth management, banking, lending, and insurance services for Manhattan.
- Led business development and growth efforts to increase average branch revenue by 35%.
- 与银行家密切合作, 顾问, and brokers to increase effectiveness at sales and distribution.
Focus areas: Portfolio Management, Asset Management, 保险, 银行 & 金融、财富管理
投资组合经理
2012 - 2013
摩根士丹利(Morgan Stanley)
- Made pre- and post-市场 trades (syndicate, block trades, and IPO).
- 试行国际客户顾问计划.
- Co-managed $350 million in-depth analysis of pre-IPO and block trades.
- Was hired by 摩根士丹利(Morgan Stanley) Smith Barney (now 摩根士丹利(Morgan Stanley) Wealth Management). After the merger and ultimate take over by 摩根士丹利(Morgan Stanley), 所有的国际业务都集中到美国. My partner and I were then given the opportunity to exclusively represent Russian, 乌克兰, 以及哈萨克地区.
重点领域:投资组合管理、投资 & Trading Advisory, Stock Trading, Initial Public Offerings, Syndication, Financial Planning & 分析(FP&A)
其他的经验
教育
2019 - 2021
工商管理学士学位
哈佛大学-剑桥，马萨诸塞州
认证
2023年6月至今
系列79
美国金融业监管局
2023年5月至今
系列63
美国金融业监管局
2023年3月至今
您
美国金融业监管局
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