瑞安态度, 金融专家 in Flagstaff, AZ，美国
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瑞安态度

验证专家  in 金融

金融专家

位置
Flagstaff, AZ，美国
至今成员总数
2016年8月22日

瑞安 left the hedge fund equity research world to found 山区咨询, 专门从事创业的公司, 增长, 和退出计划. Since then, 瑞安 has helped clients raise more than $150 million in early-stage capital. 瑞安's duties are generally fractional strategic financial director/首席财务官 and fundraising advisor.

财务预测创业融资顾问金融建模估值股票研究财务规划 & 分析(FP&A)创业融资筹款保险业务发展融资顾问经济学财务报告首席财务官预算股票市场

职业生涯突出

金融顾问
山区咨询
创始人
花园州移动自动售货机
研究分析师
来宝股票基金

教育强调

学士学位
圣母大学

认证了

系列7、63、65、85、86
美国金融业监管局

案例研究

工作经验

金融顾问

2014年至今
山区咨询
  • Provided early-stage counseling on FP&A, modeling, business plan creation, investor identification, pitches, and terms.
  • 服务客户超过100家, 包括神经健康, MyHouseBy, 杨树媒体, 使用Allio Fintech, 掌舵的女性, Larabee, VoxSnap, 每日Haloha, 煽动集团, 82年的故事, 和Gift Me Chic.
  • Helped clients to receive more than $150 million in funding offers from VC, PE, 天使, 私人投资者.
  • Facilitated 增长 for multiple clients from $1 million in revenue to more than $10 million.
  • Developed a proprietary intrinsic equity valuation tool that was deployed by hedge fund clients.
  • Published over 600 times by Investopedia, Benzinga, ExpressWriter, Fool, and Toptal.
  • Developed employee compensation plans to attract and retain the high-level talent required to scale rapidly.
  • Acquired securities licenses and partnered with the exceptional financial planning firm Northeast Financial Network to serve advisory needs of HNW, 家庭办公室, and business owner clients post-exit.
重点领域:项目准备, 业务规划, 投资者的演讲, DCF估值, DCF模型, 风险资本, 风险的债务, 融资, 增长型融资, 预算, 价格分析, 财务规划 & 分析(FP&A)

研究部主任

2015 - 2016
Prudena
  • Designed a suite of automated equity analysis and valuation tools with a focus on value investing strategies.
  • Created financial models for internal capital management and forecasting.
  • Created a business plan for the purpose of securing a $1.500万股权融资.
  • Pitched venture capital investors to discuss the sale of equity in Prudena; investors were interested in pending demonstrable subscriber 增长.
  • Produced equity research reports on a platform for marketing purposes/proof of concept.
重点领域:融资, 首席财务官, 财务报告, 估值, 业务规划, 股票研究

股票研究分析师

2013 - 2014
Sidoti & Co
  • Identified promising equity research subjects.
  • Conducted fundamental research and created financial models with forecasts.
  • Interviewed executive management teams.
  • 进行通道检查.
  • Reviewed SEC filings, company news, market, and industry conditions.
  • Composed and published research reports, 向销售团队展示研究成果, discussed research with institutional clients.
  • Developed and maintained relationships with institutional clients.
关注领域:股票研究

创始人

2010 - 2014
花园州移动自动售货机
  • Founded and successfully exited a profitable seasonal business in the food services industry.
  • Oversaw rapid expansion of physical capital and revenue to more than $100,000 in a 12-week season.
  • Raised over $45,000 in financing from banks 私人投资者.
重点领域:首席财务官, 资本配置, 市场营销, 业务发展, 合同谈判, 管理, 投资者的演讲, 融资

研究分析师

2011 - 2013
来宝股票基金
  • Conducted fundamental equity research for a hedge fund.
  • 创建模型和预测, 审查第三方研究, analyzed the market and industry data, 汇总的定性信息, and interviewed executive management teams.
  • Designed and conducted research projects, performed research and analysis of various markets, 行业, 索引, 宏观经济指标.
  • Presented investment recommendations based both on research and the evolving strategy of the fund manager.
  • Worked closely with the fund manager, presented all research and conclusions directly several times each week.
关注领域:股票研究

数据分析师

2009 - 2010
彭博资讯
  • Analyzed public company filings and private company data to ensure depth and accuracy of financial and corporate profile information on Bloomberg database.
  • Made edits to Bloomberg data when appropriate.
  • Reported daily progress to the management team.
  • Fulfilled project goals successfully (contract position).
关注领域:股票研究
Image of Getting the Most from 股票研究 - Lessons from a Former 研究分析师 出版
出版

Getting the Most from 股票研究 - Lessons from a Former 研究分析师

http://jkfm.iamcovered.net/finance/equity-research-analysts/getting-the-most-from-equity-research
Image of LTV and CAC: What Are They and Why Do They Matter? 出版
出版

LTV and CAC: What Are They and Why Do They Matter?

http://jkfm.iamcovered.net/finance/startup-funding-consultants/ltv-cac-lifetime-value
2005 - 2009

经济学学士学位

圣母大学 - Notre Dame, IN, USA

2016年4月至今

Health, Accident, Disability, and Life 保险 Licenses

NAIC | Numerous State 保险 Commissions

2013年9月至今

系列7、63、65、85、86

美国金融业监管局

金融

投资组合分析, DCF估值, 金融建模, 财务规划 & 分析(FP&A), 股票研究, 估值, 创业融资, 筹款, 价格分析, 财务报告, 首席财务官, 融资, 预算, 增长型融资, 风险的债务, 预测, 盈利能力分析, 私人股本, 收入 & Expense Projections, 种子筹款, Pro Forma 财务报表, P&L预测, 现金流量预测, Angel/Seed Funding

输出的软件

微软Excel，谷歌文档

Data & 分析软件

Factset,彭博社

行业专业知识

Asset 管理, Financial Services, Health 保险, 保险, Life 保险, 风险资本

其他

Investing, Securities, 财务预测, DCF模型, Stock Analysis, Writing & 编辑, 金融咨询, 金融, 创业融资顾问, 出口计划, 咨询, 创业公司, 业务规划, 员工福利, 投资者的演讲, 沥青制备, 管理, 合同谈判, 业务发展, 市场营销, 资本配置, 建模, 竞争对手分析 & 分析, 定价模型, 股权投资, 模型, 天使投资, 关键绩效指标(kpi), 薪酬计划, 财务报表, 融资顾问, 电子商务, 经济学, 医疗保健服务

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