The Best Capital Markets Specialists For Hire In the United States

4.9/5
(115 jobs)

I love to optimize systems, whatever they may be. I help make Data-Driven decisions. Through machine learning, AI, or any other methods, I will find the best way to manipulate the data at hand. My passion is in cryptocurrency/blockchain; feel free to ask me any questions about the cryptoverse!

Capital Markets

Data Management

Data Scraping

Cryptocurrency

Translation

Industrial Engineering

Cooking

SQL

Machine Learning

Data Science

5.0/5
(29 jobs)

Top 1% Upwork expert full-stack software engineer, architect and technology leader focused on software architecture, AWS, Node.js, Python, database design and optimization, CI/CD, DevOps. Programming: Python, TypeScript/JavaScript, Node.js, Shell Frameworks: Django, Nest.js, React, Express Databases: PostgreSQL, MySQL, DynamoDB, Timestream, MongoDB AWS: Lambda, API Gateway, EC2, ECS, RDS, SQS, SNS, S3, Route53, Redshift, CloudWatch, Serverless, etc. DevOps: CloudFormation, SAM, Terraform, CodePipeline, GitHub Actions, CI/CD Blockchain: Ethereum, Algorand, PyTEAL, DeFi, Hyperledger Indy/Aries, Self-Sovereign Identity Containers: Docker, Docker Compose, ECS, Kubernetes Analytics, BI: Qlik, Tableau, Fine BI, Power BI Other: Software Architecture, Stripe payments, Stock/options trading Highly proficient in FinTech, DeFi and financial services

Capital Markets

Requirements Specification

Algorand

Amazon Web Services

Agile Software Development

API

Smart Contract

Blockchain

Cloud Computing

Python

Serverless Stack

SaaS

AWS Lambda

FinTech

Software Architecture & Design

FinTech Consulting

Node.js

4.5/5
(44 jobs)

With over 35 years of experience, I specialize in writing and editing sophisticated financial, economic, and business articles for leading companies, magazines, newspapers, and websites across New York, Malibu, London, and Hong Kong. My career includes roles such as editor of Risk magazine, editor-in-chief of Worth magazine, and financial columnist for The Wall Street Journal and The New York Times, among other prestigious publications. I bring extensive expertise in: - Financial analysis and reporting - Editorial management and content development - Investigative reporting and market trends I am a specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.

Capital Markets

Content Strategy

Data Analysis

Public Relations

Economic Analysis

Cryptocurrency

Derivatives Trading

Risk Management

Quantitative Analysis

Investment Banking

Asset Management

SEO Writing

Business Writing

Financial Writing

Finance & Accounting

5.0/5
(80 jobs)

Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.

Capital Markets

Equity Research

Real Estate Investment Assistance

Cash Flow Analysis

Fundraising

Acquisitions

Real Estate

Real Estate Financial Modeling

Microsoft Excel

Financial Analysis

Pro Forma Statement

Financial Modeling

5.0/5
(24 jobs)

CRE Financial Modeling | Investment Analysis | Deal Structuring | Debt & Equity Advisory I'm a CRE finance professional specializing in detailed financial modeling across multiple asset classes, with particular expertise in multifamily developments. My experience includes working with both institutional and private market clients on construction and acquisition projects ranging from $5MM to $100MM+. I deliver: • Sophisticated, actionable financial models that support investment decisions • Exceptional quality work delivered on time, every time • Precise and regular communication keeping all parties informed • Comprehensive analysis for both debt and equity stakeholders.

Capital Markets

Real Estate Investment Assistance

Due Diligence

Real Estate Acquisition

Microsoft Excel

Visual Basic

Finance

Real Estate

Pitchbook

Real Estate Financial Modeling

Underwriting

Data Cleaning

Financial Modeling

Financial Analysis & Valuation

Market Research

4.8/5
(142 jobs)

⭐️⭐️⭐️⭐️⭐️ 52 Full Five Star Client Reviews! Clients I've written for— my work has appeared in: Forbes Council, Yahoo Finance, Spike Media, CoinStats, Cointelegraph, CryptoPotato, CryptoLand PR, CCN, CryptoNews.com, Finbold, The NFT Brief, Mic, CreditNews, The Richest, Independent Voter Network, The Morning News, The Internet Marketing Nerds, Top Level Content, K&J Growth Hackers, TradeZella, MillionaireGame.net, Security.org, GameSoft, BonusTrade AI I type 100+ wpm (and think even faster than that!) Let's chat on here soon and see if we can do business together! I can write your blockchain / Web3 / cryptocurrency white paper to the highest degree of quality possible for your project. Please inquire for crypto white paper writing rates for your token or project.

Capital Markets

Sales

NFT

Long-Form Journalism

Crypto Marketing

Marketing

Web3

Finance

Blockchain

Writing

Newspaper Journalism

English

Copywriting

FinTech

Cryptocurrency

Email & Newsletter

Real Estate

5.0/5
(12 jobs)

I’m Andreas Ortiz, Founder & Managing Partner at REK Partners and a licensed California real estate broker with a 15+ year background spanning private equity, ground-up development, construction, finance, and asset management. I specialize in helping family offices, institutional investors, and ambitious real estate entrepreneurs deploy capital intelligently in multifamily and mixed-use markets—particularly in high cap-rate or undervalued submarkets across the U.S. Before launching REK Partners, I served as a Senior Associate at CIM Group, overseeing $20B in development assets and spearheading capital tracking, financial modeling, and syndication oversight. I’ve also held roles in cost accounting and construction finance for multi-agency public works programs in Los Angeles and San Diego. Core Offerings: - Strategic consulting for real estate investment theses and fund structures - Commercial-grade underwriting and 10-year financial modeling - Hands-on coaching for new investors seeking deal flow and financing - Value-add deal evaluations and stress-tested pro forma analysis - LOI and purchase strategy optimization (seller-financing, wrap notes, JV structuring) - Institutional-grade investor decks and pitch reviews - Process enhancement, asset ops planning, and capital stack design Results I Deliver: - Clear visibility into cash flow, risk-adjusted returns, and capital exit strategies - Tailored acquisition and disposition plans aligned with macroeconomic outlooks - Syndication-ready financials with waterfall modeling and investor share splits - On-demand Q&A for live deals and negotiations - Embedded coaching on deal sourcing, financing, and execution for beginners - Ad hoc / Tailored strategic & enhancement services

Capital Markets

Real Estate Financial Modeling

Real Estate Investment Assistance

Business Management

Market Analysis

Management Accounting

Legal Entity Structuring

Real Estate Acquisition

Underwriting

Analytics

Corporate Strategy

Life Coaching

Financial Reporting

Risk Management

Microsoft Excel

4.8/5
(7 jobs)

I am an experienced Corporate Finance professional with over 25 years of experience helping both large and small businesses achieve their financial goals. Currently, I am working as an independent consultant and fractional CFO providing financial planning & analysis (FP&A)/financial modeling, accounting, capital raise, and other general financial support to both startups and established companies. My recent engagements include leading the finance function of a fintech startup and building pro forma financial models and investor decks for a virtual gaming company, an EV charging company, a cannabis company, and a consumer beverage company. I am based just outside of Washington DC, and am very experienced at working remotely. My noteworthy accomplishments include: • I have developed numerous business plans, investor decks, and financial models for start-ups and small businesses that were instrumental in successful capital raises. Specific funding transactions include strategic equity, small business loans and grants, crowdfunding, and blockchain offerings. • I have served as Fractional CFO/Accounting Manager for two companies. My specfic achievements include establishing appropriate policies and procedures, designing chart of accounts, reporting on KPIs, and preparation of applicable taxes including payment of estimated taxes.. • I spent the majority of my career (app. 20 years) at Lockheed Martin Inc. where I served in a variety of finance related roles including Treasury, FP&A, and Mergers & Acquisitions. While in the M&A group, I led several acquisitions from start to finish including the target identification, due diligence, negotiation, and closing stages. During this time, I also designed and built a program that was used by the company to quickly and efficiently identify and qualify attractive M&A candidates based on strategic, operating and financial attributes. • I led the FP&A function for a start-up satellite venture that raised over $1B in strategic capital. I graduated Cum Laude in History from Bowdoin College in Brunswick, Maine and I also hold a Master’s degree in Business Administration (MBA) from the University of Virginia, Darden School of Business in Charlottesville, Virginia. I am certified in Quickbooks Online and entry level Python and have achieved learning certificates in Data Science and Fintech.

Capital Markets

Valuation

Financial Modeling

Performance Management

Strategic Plan

Financial Analysis

Mergers & Acquisitions

Accounting Principles & Practices

Microsoft Excel

5.0/5
(84 jobs)

I am an advisor, facilitator and coach. I help business owners get what they want from their business. I have worked for business owners all my life. My father and all four of my grandparents were entrepreneurs. Over the past 25 years, I have worked with hundreds of entrepreneurs, owners and their leadership teams to achieve some of their most important objectives and solve some of their biggest problems. I started my career as a credit analyst at a large national bank. After graduating from business school, I became an advisor and investment banker with a focus on helping growing family-owned and privately held companies acquire other businesses and raise capital. I became an EOS implementer when I realized many of my best clients were running on EOS. I started my advisory practice in 2018. In addition to teaching EOS to leadership teams, I teach the Value Acceleration Methodology to owners – a process modernized by the Exit Planning Institute. I am a problem solver and connector. Please let me know if there is ever anything that I can do for you. Professional EOS Implementer, EOS Worldwide Certified Exit Planning Advisor, Exit Planning Institute FINRA Securities Licenses The Series 7 exam — General Securities Representative The Series 63 exam — Uniform Securities State Law The Series 79 exam — Investment Banking Representative Education: Tepper School of Business at Carnegie Mellon University (May 2004) - MBA in Finance Allegheny College (May 2000) - BA in Economics Eagle Scout, Boy Scouts of America

Capital Markets

Succession Plan

Business Valuation

Company Valuation

Pitchbook

Executive Coaching

Small Business Administration

Investment Banking

Due Diligence

Corporate Finance

Management Consulting

Strategy

Business Plan

Mergers & Acquisitions

5.0/5
(4 jobs)

The modern financial system is deeply interconnected—yet many struggle to integrate insights from short-term liquidity markets (Money Market) and long-term investment markets (Capital Market). I specialize in data science, automation, and programming technologies to bridge this gap, helping companies and individuals make informed, data-driven decisions. How I Connect Money & Capital Markets through Technology: - Financial Data Engineering – Using Python & SQL to collect, clean, and analyze structured & unstructured financial data. - Dynamic Market Analytics – Automating the tracking of interest rates, repos, bonds, derivatives, and equity markets. - Automated Financial Modeling – Developing smart Excel-Python integrations for real-time market insights. - AI-Driven Market Analysis – Applying machine learning to forecast trends and detect arbitrage opportunities. - Liquidity & Risk Management Tools – Designing custom dashboards that assess short-term funding conditions alongside long-term investment flows. What I Offer: - Automated reports & dashboards that dynamically integrate money and capital market data. - Algorithmic insights on liquidity conditions, bond yield movements, and equity market impacts. - Custom Python & SQL solutions to streamline market risk assessment and forecasting. - AI-powered financial modeling to enhance portfolio strategies and macroeconomic analysis. By leveraging technology to unify financial markets, I help businesses and investors navigate liquidity risks, optimize capital allocation, and uncover new opportunities. Let’s connect and transform your financial decision-making with technology!

Capital Markets

Valuation

Business

Financial Analysis & Valuation

Financial Modeling

Mergers & Acquisitions

Financial Statement

Corporate Finance

Risk Analysis

Microsoft Excel

Ecommerce

Investment Banking

Investment Strategy

Economics

Private Equity

4.5/5
(148 jobs)

I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy On Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?

Capital Markets

Financial Analysis & Valuation

Real Estate Financial Model

Business Management

Business Proposal

Equity Valuation

Partnership Agreement

Commercial Lending

Financial Prospectus Writing

SEC Regulation

Underwriting

Contract Negotiation

Business Valuation

Mergers & Acquisitions

5.0/5
(7 jobs)

My ten years in business combine extensive experience in financial due diligence and forensic auditing for M&A activity, on both buy and sell side transactions, with deal execution, expert loan packaging & underwriting, and advisory on best financial tactics for maximizing cashflow which all together improves business profitability. I act as a full service fractional CFO for small to medium businesses and startups Everyone has a different goal, a different growth pace, and different approach. As such, active listening skills help me collect initial data, which complemented by my professional experience help me create the next level of understanding on any given project and further drive value for key stakeholders. My team rounds out this skill set by performing a range of services from tax andvisory and planning to bookkeeping, financial modeling / forecasting for startups, business valuation, SBA loan prep, etc. We often assist with capital raises, term sheet review, deal supervision, and acquisition execution. Check out my Agency Vantage Financial

Capital Markets

Company Valuation

Investment Banking

Loan Approval

Finance & Accounting

Due Diligence

Private Equity

Investment Research

Mergers & Acquisitions

Business Valuation

Startup Consulting

Business Development

4.8/5
(13 jobs)

Writer specializing in financial markets. Currently the Producer for the Forward Guidance and On The Margin podcasts by Blockworks.

Capital Markets

Financial Trading

Investment Research

Qualitative Research

Technical Writing

Content Writing

Search Engine Optimization

English

Politics

Software

Business Writing

Article

5.0/5
(12 jobs)

I am a writer with expertise in a number of areas including finance and markets, project management, software development, and business strategy. I also write on topics such as sports such as college football, food and cooking, wine and spirts, exercise and fitness, and watches. Writing is a creative outlet for me since I have spent the past 20 years working in financial services in a variety of roles. I write in a conversational and humorous style which can be adapted to any area. I am building up my writing business with the hopes of one day retiring from corporate life and freelancing full time. I am an adaptable and versatile senior leader with 15+ years of experience in Financial Services known for delivering successful project and program solutions. I hold the Certified Fraud Examiner (CFE) and Project Management Professional (PMP) certifications.

Capital Markets

Project Management

Software Testing

Content Creation

Strategy

Health & Fitness

Business Consulting

Cryptocurrency

Blog Writing

Sports & Outdoor Photography

Writing

Content Writing

Food & Beverage

Finance & Accounting

5.0/5
(1 job)

Is Your Content Marketing Strategy Driving Results or Driving You Crazy? High-impact thought leadership does more than capture attention—it builds your brand, fosters client relationships, and expresses your competitive edge. It’s the key to growing your tribe while deepening connections with stakeholders. But for that to happen, people need to read it. That’s where I come in. I specialize in creating persuasive content that captures your voice and conveys your mission. My institutional marketing experience in the public and private equity markets with firms such as Morgan Stanley (London) and Sound View Technology Group enables me to craft compelling narratives that support client relations and drive business development. I've solved marketing content problems for firms in: Asset Management Hedge Funds Global Real Estate Equity Research Using your guidelines, I'll develop insight-driven content that resonates with your audience. And I'll guarantee your satisfaction. Let’s brainstorm how we can elevate your brand through: Position Papers Case Studies Investor Letters Web Content Competitor Analysis Market Research The goal? To grow your audience, to leverage your intellectual capital, and to increase your firm’s enterprise value. What makes sense? Let’s discuss how we can work together and build a long-term relationship. A brief call is all it takes to establish a game plan that meets your approval. John

Capital Markets

Business Development

Content Strategy

Financial Writing

Marketing

Investment Strategy

Communications

Content Writing

Asset Management

Shareholder Relationship

Website Content

Ghostwriting

Investment Research

Market Research

Competitive Analysis

5.0/5
(2 jobs)

Specializing in quantitative analysis, financial modeling and business case development. I’m new to freelancing but quite seasoned in finance with more than 15 years, an MBA and billions in deals and capital investments under my belt. Anywhere from real estate, manufacturing strategy and expansion to corporate treasury and raising debt funding, I’ve had a diverse career with a ton of experience at your disposal. If you have a business case question, finance or financial metric performance question you need solved, I can help. I have significant experience getting into the weeds and bringing it back up high level to pitch to executives and C-suite in clear, concise presentations. Career cash savings > $75M Career FCF improvement > $125M Raised > $8B in funding and credit Structured share repo programs > $2.6B Led Treasury on > $12B joint ventures Areas of Expertise: financial modeling in Excel; proforma financial statement creation; economic and risk analysis; foreign exchange and interest rate risk mitigation; liquidity, debt and capital structure optimization; bank and ratings agency relationship management; working capital improvement; inter-company funding; forecasting and budgeting; demand planning and inventory optimization; real estate investment analysis. I’d love to be your business partner too!

Capital Markets

Startup Consulting

Property & Equipment Lease

Real Estate Financial Model

Joint Venture

Finance

Business

Financial Risk

Contract Negotiation

Finance & Accounting

Strategy

Financial Analysis

Financial Modeling

Business Cases

5.0/5
(1 job)

Current Equity Research Analyst covering Softlines with 8 years of experience in financial services and a CFA charterholder. In depth knowledge of both fundamental equity analysis and the ETF investing industry.

Capital Markets

Microsoft Excel

PPTX

Economics

Visual Basic for Applications

Investment Research

Financial Modeling

5.0/5
(6 jobs)

"Garbage in, garbage out" is a mantra often used by many of us that use and build financial or other predictive models as a reminder that your model and results are only as good as your inputs. However, I find the phrase to be reflective of a much broader scope of business as a whole. Speaking as someone who once picked up actual garbage from homes as one of my first jobs, I can see the analogy play out in scenarios ranging from simple (Burning embers in trash barrels leads to truck fires!) to more complex (Acquiring a cultural misfit via M&A can sink a franchise). While one of my stronger areas has been in model building and analysis, I am generally driven by a natural curiosity of both the model at hand and the larger business I am building it for with questions of: * How does the model work? * What inputs will maximize growth and efficiency? * What inputs can yield a truly bad result? * Knowing these, how do I build a better model?

Capital Markets

Competitor Research

Competitive Analysis

Cost Management

Corporate Finance

Budget

Balance Sheet

Cost Analysis

Cost Accounting

Business Development

Finance

Financial Statement

Financial Report

5.0/5
(11 jobs)

🥇125+ executed mergers & acquisitions with a total transaction value of over $800M. 🥇11 + years specializing in small-medium size business acquisitions. 📝 Featured on #1 M&A podcast "M&A Talk" see episode "Financial Due Diligence – Why It’s Important to Prepare for the Sale of Your Company" on Spotify. 🥇 Managing Director of O'Connell Advisory Group a leading consulting firm specializing in M&A transaction advisory services. 📈 Capabilities: all aspects of M&A transactions, financial due diligence, buy and sell-side advisory, quality of earnings analysis, working capital analysis, financial models, valuations, strategic advisory, post-merger integration, fractional CFO services including financial planning and analysis (FP&A), and deal readiness. Top Clients: 💼Private Equity clients with Assets Under Management (AUM) of $3 billion + 💼Public and Privately Owned Corporations 💼Multinational and domestic 💼Investment Banks 💼Family Offices Sector Specialties: 💡Industrials - hardware technology, manufacturing 🛒Consumer - e-commerce 💰Financial services 👨‍🏫Professional services ✈️Transportation 🛍️Retail 📝Government contracting Top benefits noted by clients: 🎯Cost-effective access to experienced M&A professionals 🎯Financial models that bring clarity and confidence 🎯Ability to meet tight deadlines 🎯Personalized experience working with a seasoned professional 🎯Smoother transition from start-up to scale-up 📝NEXT STEP: I would be happy to talk to you about how I can assist you as a business owner or investor. Please send me a message and we can start the conversation. Reachable at (202) 556-0524‬ Regards, Patrick O’Connell, CPA Due Diligence Specialist | M&A Consultant | Founder/CEO oconnelladvisorygroup.com

Capital Markets

Financial Modeling

Accounting Principles & Practices

Equity Research & Analysis

Market Research

Company Valuation

Mergers & Acquisitions

Corporate Finance

Strategic Plan

Private Equity

Due Diligence

Financial Reporting

CPA

Financial Analysis

Accounting

5.0/5
(1 job)

Financial analyst with extensive experience in financial modeling, underwriting, market analysis, and investment management, specializing particularly in commercial real estate and private equity sectors. Throughout my career, I have successfully developed and implemented comprehensive financial strategies, enabling clients to navigate complex business landscapes confidently. My expertise in financial modeling allows me to thoughtfully anticipate business outcomes, perform in-depth scenario analysis, and provide clients with clear, actionable insights to optimize their decisions. With a strong commitment to precision, thorough analysis, and clear communication, I am dedicated to contributing positively to your business's success.

Capital Markets

Asset Management

Acquisitions

Underwriting

Financial Modeling

Microsoft Excel

Microsoft PowerPoint

5.0/5
(12 jobs)

As a finance professional with over a decade of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have a decade of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”

Capital Markets

CPA

Real Estate Investment Assistance

Investment Strategy

Accounting

Pitch Deck

Investment Banking

Investment Research

Real Estate Acquisition

Real Estate Financial Modeling

Market Research

Financial Analysis & Valuation

Chartered Financial Analyst

Microsoft Excel

Financial Modeling

5.0/5
(2 jobs)

Demonstrated history of working in the investment management industry. Skilled in trading, risk management, and financial analytics. Experienced professional with an MBA concentrated in Finance from Northwestern University - Kellogg School of Management.

Capital Markets

Investment Portfolio Review

Financial Trading

Forex Trading

Equity Research & Analysis

Foreign Exchange Market

Investment Research

Investment Strategy

Asset Allocation Analysis

Discounted Cash Flow

Analytics

Derivatives Trading

Financial Modeling

5.0/5
(6 jobs)

Award-Winning CEO | $5B+ Capital Raised | VC & CRE Super-Connector | Fractional CEO | Global Capital Strategist | Web3 | FinTech | InsurTech | HealthTech | CRE Tech | ARR-Driven Founder Coach | AI & Web3 Innovator | USC-Certified Senior Markets Specialist | Visionary Author As a CEO and trusted VC + CRE capital strategist, I specialize in crafting investor-ready ventures and raising high-impact capital across Seed to Series C. I bridge family offices, private equity, and global VC networks with scalable, revenue-driven startups across HealthTech, FinTech, AI SaaS, and PropTech. From vision to velocity, I lead founders through capital structuring, investor readiness, and strategic growth execution. My Current SEED Raise LinkedIn post available on request – highlights a major InsurTech deal I’m leading with $1.9M ROI from $3K ad spend and $120M+ ARR trajectory. Ask me for the link! My Current SEED Raise LinkedIn post available on request – outlines a groundbreaking healthcare SaaS opportunity (PDS) backed by a $7M lead world famous health care investor and targeting $100M+ ARR. Ask me for the link! With over 30 years of venture capital and commercial real estate leadership, I’ve successfully executed more than $5B+ in global transactions, spanning multifamily, BTR, hospitality, office, senior living, and retail assets. I bring unmatched expertise in JV structuring, complex land entitlements, and capital stack optimization. I’m also a nationally recognized expert in the senior aging market—certified by the USC Davis School of Gerontology—and I understand how to tap into the 38 million AARP members controlling the majority of U.S. household wealth. I help startups unlock massive ARR by aligning products with longevity markets and preventative care for America’s fastest-growing demographic. Key Achievements: • Creator of AIAT (AI Awakening Tracker): Predictive AI model integrating macro data + market sentiment to forecast digital assets with precision • Closed San Francisco’s largest senior housing acquisition ($40M) + first U.S. crypto-for-land escrow deal • Raised Series C funding for Sol-Ti Drink’s national rollout (Whole Foods + Amazon) • Secured $120M PE for BTR developments across the Midwest • Leading a $450M capital stack for a Ritz-Carlton resort, condos, and workforce housing in Mammoth Lakes, CA Awards & Recognition: • NAIOP Downtown Chicago Development of the Year (Retail/Mixed Use) • U.S. House of Representatives Community Impact Certification Education & Certifications: • B.S. Economics & Mathematics – University of Wisconsin–Madison • Certificate in Seniors Housing & Aging – USC Davis School of Gerontology Core Expertise: • Venture Capital & Seed–Series C Fundraising • Fractional CEO/CIO • ARR Scaling in Longevity SaaS, Tech & Healthcare Markets • CRE Capital Stack Structuring + JV Partnerships • AI, Blockchain & Fractionalization Strategies • Land Entitlements & Ground-Up Development • Investor Storytelling & Market Positioning • FinTech, HealthTech, InsurTech, SaaS Sectors of Focus: • SaaS & AI SaaS (e.g. oncology workflow platforms) • Medical Devices (e.g. non-invasive orthopedic tech) • InsurTech (e.g. AI-driven claims optimization) • Consumer & E-Commerce (e.g. wellness drink brands) • FinTech & FamilyTech (e.g. gamified financial tools) • Real Estate & PropTech (e.g. blockchain-integrated CRE platforms) • Web3, AI, Quantum & Deep Tech 📍 Based in Lake Tahoe’s Incline Village, a high-net-worth capital hub, I connect technology, capital, and purpose. I help visionaries scale strategically, monetize impactfully, and lead with clarity. Let’s connect if you need: ✔️ A Fractional CEO ✔️ A VC-Backed Capital Strategy Expert ✔️ A Real Estate Developer + Blockchain Futurist 🌐 Website: venturapartnersllc.com

Capital Markets

Leadership Skills

Legal Negotiation

Blockchain Development Framework

ICO File

FinTech

Private Equity

SEO Writing

Venture Capital

Joint Venture

Commercial Lease

Cryptocurrency

Contract Negotiation

Senior Adult

Real Estate

5.0/5
(1 job)

With over 30 years of experience in the financial services industry, I am a senior executive with a passion for providing customized and innovative solutions to clients across various sectors and markets. I have a strong background in financing, product sales, sales leadership, capital markets, treasury, risk management, and consulting, as well as multiple certifications and languages. Currently focusing on Capital Markets, Treasury, and Financial Services Consulting, I have a diverse skill set that ranges from data analytics, utilizing data-analytic tools such as Tableau, SQL, and Python, to more comprehensive advisory services in financial management, including Cash Flow Optimization and Debt Management. This is complemented by a strong understanding of Risk Mitigation, Regulatory Compliance, and Contract Negotiation. With many years of Client Relationship Management involving customizing solutions for a variety of clients, both domestically and internationally, as well as leadership experience in Team Recruitment and Development; this holistic approach aims to address both immediate strategic and financial issues, as well as positioning them for longer-term fiscal stability and growth. Previously, as a Managing Director with PNC Capital Markets for over 20 years, I was involved in ongoing growth development of a team of professionals in delivering tailored debt capital markets, fixed income, equity, foreign exchange, and cash management solutions to corporate and high net worth clients in the U.S. and Canada. I ranked as the top revenue producer for six consecutive years. I also leveraged my expertise in financing and hedging to develop and launch new specialized Capital Markets products and solutions, to meet the evolving needs and challenges of the market. Specifically - I focused in adapting and customizing baseline Capital Markets product and solution offerings into "non-mainstream" Business Segments through, developing a detailed understanding of the Financing Solutions that these Specialty Business Units provided to their Clients.

Capital Markets

Risk Management

FinTech Consulting

Microsoft Office

Financial Modeling

Treasury Management

Team Management

Team Building

B2C Marketing

B2B Marketing

Financial Consulting

Python

Tableau

Analytical Presentation

Data Analysis

5.0/5
(35 jobs)

⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 10 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance

Capital Markets

Fundraising

Fundraising Presentation

Finance & Accounting

Corporate Finance

Business Strategy

Personal Finance & Wealth Management

Microsoft PowerPoint

Investment Strategy

Investment Research

Financial Analysis & Valuation

Financial Modeling

Private Equity

Mergers & Acquisitions

Investment Banking

5.0/5
(5 jobs)

PROFESSIONAL CAREER 20+ years' experience in corporate real estate finance with the requisite skill set in real estate development and property/portfolio management balancing the acquisition, financing, construction, and property management process—managing all phases of throughout the investment life-cycle process including master-planned communities and multifamily housing (college housing, affordable housing using tax credits, and military housing) mix-use office buildings, retail-anchored shopping centers, life science offices and lab spaces, and large-scale utility projects. Expertise underwriting institutional real estate projects, both acquisitions and dispositions, navigating a delicate balance between operating income to offset construction costs—adept at leading a large group of people, managing a diverse group of projects, collaborating with accounting to management, construction firms, architects and engineers teams—monitoring both construction projects and economic performance, from ground-up development (GUD) to large-scale capital improvement projects; at the same time, ensuring operational efficiencies by enhancing asset value and protecting investment returns, parallel to meeting compliance requirements in a wide range of financial structures. Management experience devoted to creating value and making a direct impact to cash flow. Detailed oriented, possessing a high analytical capacity in both monitoring performance and underwriting complex financial structures, providing competitive pricing, managing personnel, research, and monitoring economic conditions—balancing acquisition financing and operational management, making a robust effort in benchmarking performance and yielding higher rate of returns. Strong background in both asset management and project management, with professional administrative management experience serving in a supervisory capacity, working for major organizations, demonstrating effective leadership in bringing strategic goals to fruition. Years of extensive experience, in both public and private sectors, with the proverbial record of success dealing with management issues, ensuring projects achieve operational efficiencies—from the consequence of knowledge gaps in complicated areas of demarcation between property/facility management’s roles and responsibilities. Management responsibilities include overseeing a host of different players, in concert with aligning project resources for execution—a collaboration between construction and property management, monitoring performance through construction costs, capital improvements, and operating budgets. Asset Management responsibilities include financial oversight, supervision, relationship, and portfolio management—taking a conservation approach to underwriting and vetting projects, seeking out best in management practices, using sustainability goals in minimizing operating costs and project risk-with the ability to quickly spot trends and identify outliers before becoming a significant problem. Project management experience includes +$2B in acquisition financing, $1.5B project construction oversight (residential housing, office buildings and retail-anchored shopping centers) — well-versed in construction, finance, asset management. OPERATIONS: implementing cash flow management systems to create synergies and operational efficiencies, providing a reduction in operating expenses, improving cash flow and liquidity. DEVELOPMENT & CONSTRUCTION: comprehensive review, performing due diligence and detailed financial models to ensure project feasibility and financial viability, balancing projected sources and uses of funding—counter to operating revenue in meeting projected debt service requirements. Successfully closed $2B in project acquisition managing +$1.5B in construction financing.

Capital Markets

Market Analysis

Cash Flow Analysis

Property Management

Capital Expenditure

Underwriting

Commercial Real Estate Photography

Real Estate Financial Modeling

Real Estate Financial Model

Financial Projection

Financial Presentation

Financial Planning

Financial Model

Financial Analysis & Valuation

5.0/5
(9 jobs)

🚀 Fractional COO | Growth Strategy Expert | Harvard-Trained Ops & Finance Leader Are you a startup or scale-up looking to unlock growth, drive operational excellence, or prepare for M&A? I bring 10+ years of elite experience scaling businesses from sub-$5M to $150M+, leading large cross-functional teams, and executing complex growth strategies. As a former COO of Crimson Education, I helped transform a global education tech business into a market leader, building new verticals, leading acquisitions, and architecting scalable operations. I now help visionary founders and PE-backed companies build infrastructure that supports sustainable growth. 💼 My specialties include: Fractional COO services: Org design, ops strategy, KPI systems, cost optimization, and team building Growth advisory: Launching new products, entering new markets, driving 8-figure revenue initiatives M&A & Strategic Finance: Deal sourcing, diligence, integration, and P&L ownership EdTech, HealthTech & SaaS experience: Deep knowledge of regulated markets and customer-centric scaling 🏆 Why clients work with me: Harvard-trained in Applied Math & Economics (AB & MS degrees) Former Goldman Sachs investment banker (FIG) Successfully launched and scaled multiple business lines from scratch Trusted by CEOs and investors for high-stakes initiatives and turnaround projects Let’s talk if you need a trusted operator to guide you through rapid scale, solve complex business problems, or prepare for high-impact transactions. I bring clarity, structure, and results. 📩 Message me to discuss how I can help move your business forward.

Capital Markets

Tax Strategy

Corporate Finance

Personal Finance

Venture Capital

Data Analysis

Finance

Strategy

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