Hire the Best Bloomberg Terminal Specialists
in the United States

Core Services: - Building & updating cap table in Excel, or in a software program. - Onboarding to a cap table management platform, such as Carta, Mantle, Pulley, Capboard, Cake or others. - Comprehensive administration of equity plans and cap table, including issuing grants, processing terminations, and generating custom reporting. - Auditing cap table to ensure accuracy & compliance - Can provide exclusive deals and discounts to cap table management software through industry partnerships. I can assess your current utilization of the software you might be using to identify cost savings of possibly switching platforms. Credentials: -Ex-Carta employee -Certified Equity Professional certificate -Owner of boutique stock administration firm

Experienced financial writer and market analyst with a deep background in global markets, equities, and derivatives. My work draws on more than 10 years of experience as a professional options/volatility trader, along with more than 20 years trading equities. That background includes expertise in strategy development, automated execution, fundamental research, and risk management, allowing me to translate complex financial concepts into clear, actionable insights for a broad audience—from active day traders to longer-term investors.

I build custom business web applications that eliminate manual work and give you clear visibility into your operations. With 15+ years working for the United States Postal Service in progressively responsible roles—from frontline delivery to facility management to my current role as an RDOCC Analyst for headquarters — I've worked many levels of a 600,000+ employee organization. I've managed teams, run entire facilities as Postmaster, coordinated workforce scheduling and training, and now monitor real-time operations across nationwide networks as the Retail and Delivery Operations Command Center. That hands-on experience at varying organizational levels shapes everything I build today. I know what it's like when your team is drowning in spreadsheets, when customer inquiries fall through the cracks, or when critical business data lives in five different places. I've used CRM systems to stay organized and ensure every inquiry stays in focus—I build tools that deliver that same clarity. WHAT I BUILD: Professional Websites → Business and portfolio websites → Landing pages optimized for conversions → Service company websites with contact forms → Mobile-responsive, fast-loading, SEO-ready Custom Web Applications → CRM systems for sales pipeline and client management → Interactive dashboards with real-time analytics → Booking and scheduling platforms → Inventory tracking and management tools → Project management and workflow applications → Client portals with document management TECHNICAL CAPABILITIES: React • TypeScript • JavaScript • Next.js • Node.js • Supabase • Database integration • API development • Stripe payments • Chart.js & data visualization • Responsive design • Vercel deployment HOW I WORK: I listen first. Every business operates differently, and template solutions rarely solve real problems. I take time to understand your workflow, identify the actual bottlenecks, and build tools that fit naturally into how your team already works. You'll get: ✓ Clear communication throughout the project ✓ Clean, professional interfaces your team will actually use ✓ Documentation so you understand what was built ✓ Full ownership — you control hosting, database, everything ✓ Realistic timelines with no surprises WHY CLIENTS CHOOSE ME: Most developers build what you ask for. I build what you actually need—because I've been on the other side. I've wrestled with clunky tools and data that should be easier to access. That perspective makes all the difference. Based in Charlotte, NC (EST) with flexible hours for project work nationwide.

I am a financial expert with over 15 years of experience in investing strategies, options trading, and portfolio management. I recently completed the Chartered Financial Analyst (CFA) program. I have a B.S. in Mechanical Engineering and an MBA with a concentration in finance from the University of Florida. I also speak fluent Spanish. Since 2009, I have co-owned a wealth management firm. I am passionate about helping individuals and businesses understand and apply investing strategies. I have extensive experience using ThinkorSwim, Fidelity Pro, and Tastyworks. I can easily adapt to other trading platforms when needed. Services: Coaching - Options Trading, Investing Strategies Research Reports - Businesses, Stocks, Industries, Investments Stock Valuations Business Valuation Portfolio Review I am available for coaching sessions via Zoom.

Over 15 years of experience in the US Equities, Futures and Options Markets. Voted Forbes Best of the Web for four consecutive years. Mr. Yu has published three best sellers through Wiley Trading and McGraw Hill. His latest book “Way of the Trade: Tactical Applications of Underground Trading Methods for Traders and Investors” is slated for release July 2013, by Bloomberg Press and John Wiley Trading. He has been a featured speaker all over the country at various expos and seminars who enjoys a standing-room-only reception in the largest convention halls from New York to Las Vegas. He is also a featured speaker for the prestigious International Speakers Bureau. He has been quoted and featured in USA Today, WallStreet Journal, Traders Magazine and the Financial Times. Mr. Yu has been a contributing writer for Benzinga.com, TradingMarkets.com, Trade2Win.com and Active Trader Magazine. Mr. Yu has a B.A. in Liberal Arts and minor in Business Administration from the University of Maryland.

Financial markets analyst and trading educator with experience across options markets, volatility analysis, live market instruction, and financial media content. I specialize in translating complex market behavior into clear, actionable insights for retail traders, fintech platforms, and financial audiences. My background combines real time market analysis, derivatives education, client engagement, and financial writing across fast moving market environments. Alongside over 2,400 hours of live market instruction and trader development, I also contribute written market commentary and analysis focused on equities, options activity, macro themes, sentiment shifts, and volatility behavior. My experience includes: • Options market analysis and derivatives education • Volatility and market structure interpretation • Financial content creation and market commentary • Live chart analysis and market walkthroughs • TradingView and technical analysis workflows • Risk management and position sizing education • Client onboarding and trader support environments • Live virtual instruction and interactive learning sessions I work with: • Financial media and content platforms • Financial audiences seeking structured market education • Educational and research focused market teams • Traders seeking structured market understanding • Businesses needing market commentary or financial content support My approach prioritizes clarity, structured thinking, risk awareness, and practical communication over prediction driven content or hype. Disclaimer: I provide financial education and market commentary only and do not provide personalized investment advice.