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I'm a versatile, creative professional bringing a unique blend of skills to the table. Strong foundation in content creation and a passion for visual storytelling. I specialize in crafting impactful PowerPoint presentations that captivate and eloquently communicate your message. With a background in data analytics and information science, I offer a holistic approach to your content creation needs. Whether it's delivering a persuasive pitch or education through informative slides, I have the skills to make your message resonate!

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.

🏦 35 Years CFO & JP Morgan Investment Banking Experience 🙌🏽 850+ Clients Helped - Startups to Established Businesses 💰 $150M+ in Funding Raised 🏆 3x Entrepreneur with a Successful Exit "𝙃𝙚𝙮 𝙈𝙤𝙣𝙞𝙘𝙖, 𝙟𝙪𝙨𝙩 𝙬𝙖𝙣𝙩𝙚𝙙 𝙩𝙤 𝙡𝙚𝙩 𝙮𝙤𝙪 𝙠𝙣𝙤𝙬 𝙩𝙝𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧 𝙜𝙧𝙤𝙪𝙥 𝙬𝙖𝙨 𝙚𝙭𝙩𝙧𝙚𝙢𝙚𝙡𝙮 𝙞𝙢𝙥𝙧𝙚𝙨𝙨𝙚𝙙 𝙬𝙞𝙩𝙝 𝙩𝙝𝙚 𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙩𝙝𝙚𝙮 𝙛𝙪𝙣𝙙𝙚𝙙 𝙩𝙝𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨! 𝙏𝙝𝙖𝙣𝙠 𝙮𝙤𝙪!!" - Jay Lax, CEO of Avalon ABA 📞 Invite me to your job, and I'm happy to share thoughts on your business. I've done this hundreds of times - you'll walk away with something useful regardless of whether you choose to work together. ☺️ 📞 Here’s how I help: ✅ Financial Clarity for Established Businesses: If you're running a business with real revenues but no CFO, I'll help you understand your numbers, find what's quietly eating your margins, and make better decisions - without the cost of a full-time hire. I work with businesses doing $1M–$10M in revenue who need CFO-level judgment without the CFO price tag. ✅ Getting You Investor-Ready: If you're raising a round, I'll build the Financial Model, Pitch Deck, and Business Plan you need to tell a compelling story and get funded. ✅ Models That Work Twice: The financial model I build will serve two needs at once - giving investors a thoughtful, comprehensive set of projections, and giving you a living document you can use to run your business more effectively. ✅ Ongoing Fractional CFO Support: If you want to keep working together beyond the initial engagement, I'll act as your Fractional CFO - helping you navigate financial decisions, build forecasts you can actually run the business from, and stay on top of cash before it becomes a problem. 📈 Fund & Investment Vehicles: LP/GP waterfall models, SPV structures, and feeder fund financial frameworks for private equity and family office clients. Why I’m worth talking to: ✅ I've done this hundreds of times before. 🔎 I'll understand your business model right away - you won't have to spend half the engagement explaining how it works. 🕵️‍♀️ I'll ask questions you probably haven't thought about. You may end up understanding your own business better just from our first conversation. 🚶🏽‍♀️ I've walked in your shoes as an entrepreneur multiple times. I know what it feels like to be running a business without a clear financial picture, and I know how to fix it. 📊 I work across the full spectrum of business - from pre-revenue startups raising their first round to established businesses doing $1M–$10M who need real CFO judgment without the full-time hire. Invite me to your job and let's talk through what you need!🙏 Monica Chitnis ────────────────────────────────────────────────────── More Client Feedback: "𝙈𝙤𝙣𝙞𝙘𝙖'𝙨 𝙘𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙩𝙤 𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙛𝙧𝙖𝙢𝙚𝙬𝙤𝙧𝙠 𝙬𝙚𝙧𝙚 𝙥𝙞𝙫𝙤𝙩𝙖𝙡. 𝙃𝙚𝙧 𝙘𝙧𝙚𝙖𝙩𝙞𝙤𝙣 𝙤𝙛 𝙖 𝙘𝙡𝙚𝙖𝙧, 𝙥𝙧𝙚𝙘𝙞𝙨𝙚 𝘾𝘼𝙋 𝙏𝙖𝙗𝙡𝙚 𝙖𝙣𝙙 𝙩𝙝𝙤𝙧𝙤𝙪𝙜𝙝 𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙨𝙝𝙤𝙬𝙘𝙖𝙨𝙚𝙙 𝙝𝙚𝙧 𝙙𝙚𝙚𝙥 𝙚𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚, 𝙖𝙣𝙙 𝙝𝙚𝙧 𝙧𝙚𝙖𝙡𝙞𝙨𝙩𝙞𝙘 𝙝𝙖𝙣𝙙𝙡𝙞𝙣𝙜 𝙤𝙛 𝙗𝙪𝙙𝙜𝙚𝙩 𝙖𝙨𝙨𝙪𝙢𝙥𝙩𝙞𝙤𝙣𝙨 𝙬𝙖𝙨 𝙧𝙚𝙢𝙖𝙧𝙠𝙖𝙗𝙡𝙚. 𝙃𝙚𝙧 𝙙𝙚𝙘𝙖𝙙𝙚𝙨 𝙤𝙛 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙖𝙧𝙚 𝙖 𝙩𝙧𝙪𝙚 𝙖𝙨𝙨𝙚𝙩." -Jaser Aqeedi, CEO of iDoc-Health "𝘼 𝙜𝙚𝙢. 𝙈𝙚𝙩𝙞𝙘𝙪𝙡𝙤𝙪𝙨, 𝙥𝙖𝙩𝙞𝙚𝙣𝙩, 𝙖𝙣𝙙 𝙙𝙞𝙡𝙞𝙜𝙚𝙣𝙩. 𝙈𝙤𝙣𝙞𝙘𝙖 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙨𝙤 𝙢𝙪𝙘𝙝 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙧𝙤𝙟𝙚𝙘𝙩 𝙩𝙝𝙖𝙩 𝙬𝙚 𝙘𝙤𝙪𝙡𝙙 𝙨𝙚𝙚 𝙖𝙨𝙥𝙚𝙘𝙩𝙨 𝙤𝙛 𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩𝙡𝙮, 𝙬𝙝𝙞𝙘𝙝 𝙜𝙧𝙚𝙖𝙩𝙡𝙮 𝙛𝙚𝙙 𝙤𝙪𝙧 𝙤𝙥𝙩𝙞𝙢𝙞𝙨𝙢. 𝙃𝙞𝙜𝙝𝙚𝙨𝙩 𝙧𝙚𝙘𝙤𝙢𝙢𝙚𝙣𝙙𝙖𝙩𝙞𝙤𝙣." - Michael Hoagland, CEO of Shopvana "𝙄𝙛 𝙮𝙤𝙪 𝙬𝙖𝙣𝙩 𝙖 𝙨𝙤𝙡𝙞𝙙, 𝙘𝙤𝙢𝙥𝙚𝙡𝙡𝙞𝙣𝙜 𝙥𝙞𝙩𝙘𝙝 𝙙𝙚𝙘𝙠 𝙩𝙝𝙖𝙩 𝙬𝙞𝙡𝙡 𝙩𝙚𝙡𝙡 𝙖 𝙨𝙩𝙤𝙧𝙮 𝙖𝙣𝙙 𝙘𝙖𝙥𝙩𝙞𝙫𝙖𝙩𝙚 𝙖𝙪𝙙𝙞𝙚𝙣𝙘𝙚𝙨, 𝙡𝙤𝙤𝙠 𝙣𝙤 𝙛𝙪𝙧𝙩𝙝𝙚𝙧. 𝙈𝙤𝙣𝙞𝙘𝙖'𝙨 𝙬𝙤𝙧𝙠 𝙞𝙨 𝙚𝙭𝙘𝙚𝙥𝙩𝙞𝙤𝙣𝙖𝙡. 𝙀𝙣𝙙 𝙤𝙛 𝙨𝙩𝙤𝙧𝙮." - Shareefah Hamilton Davis, CEO of Irie Psychiatry "𝙈𝙤𝙣𝙞𝙘𝙖 𝙬𝙖𝙨 𝙞𝙣𝙘𝙧𝙚𝙙𝙞𝙗𝙡𝙚 𝙩𝙤 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝 𝙤𝙣 𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙢𝙤𝙙𝙚𝙡. 𝙎𝙝𝙚 𝙩𝙤𝙤𝙠 𝙩𝙝𝙚 𝙩𝙞𝙢𝙚 𝙩𝙤 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙖 𝙫𝙚𝙧𝙮 𝙘𝙤𝙢𝙥𝙡𝙚𝙭 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙖𝙣𝙙 𝙚𝙫𝙚𝙣 𝙘𝙧𝙚𝙖𝙩𝙚𝙙 𝙇𝙤𝙤𝙢 𝙫𝙞𝙙𝙚𝙤𝙨 𝙩𝙤 𝙬𝙖𝙡𝙠 𝙢𝙚 𝙩𝙝𝙧𝙤𝙪𝙜𝙝 𝙞𝙩. 𝙏𝙝𝙖𝙣𝙠𝙨 𝙩𝙤 𝙝𝙚𝙧, 𝙄 𝙛𝙚𝙚𝙡 𝙛𝙪𝙡𝙡𝙮 𝙥𝙧𝙚𝙥𝙖𝙧𝙚𝙙 𝙩𝙤 𝙥𝙧𝙚𝙨𝙚𝙣𝙩 𝙩𝙝𝙞𝙨 𝙩𝙤 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨." -Gretchen TeBockhorst, CEO of FrameFlow

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.

I have been a professional financial industry, insurance, and real estate, fintech, medtech and healthcare industry journalist and marketing writer since 2000. I cut my teeth as a staff reporter for Mutual Funds Magazine, then one of the FORTUNE Group titles at Time, Inc., I also have MARCOM agency experience as a creative and as a director of business development. My strengths are in investing, insurance, HR, employee benefits, personal finance, and healthcare related content. Where possible, I leverage AI technology to help keep client costs down. I'm well ahead of most writers in this regard, who haven't caught up with best practices in using ChatGPT, Claude, and related technologies. I've been published by Time, Inc., the Journal of Financial Planning, as well as outlets like NerdWallet, SeekingAlpha.com, Bankrate, WealthManagement.com, Healthcare Business Review, CIO.com, ValuePenguin.com, Nasdaq.com, Life & Health Pro, ThinkAdvisor, and many others. I've ghostwritten multiple books on personal finance, estate planning, real estate, insurance/risk management, and HR topics. Additionally, I've written or ghostwritten countless white papers, newsletter articles, blog posts, custom publishing projects and e-books. I'm also a 23-year Army veteran with a combat deployment and multiple company command tours. Thank you for your time and attention, and I look forward to working with you! Jason Kailua, Hawaii

I'm a financial professional and writer with experience creating content focused on business, finance, and economics. Please see my portfolio for examples of my work: brianfl.com. Previous clients include: - Investment management firms with $1 billion+ in assets under management. - An industry-leading alternative investments newsletter with 250K+ subscribers. - Venture-backed fintech startups on the path to IPO. Most financial writing is boring, bland, and simply regurgitates what readers can find elsewhere. I strive to create insightful, engaging articles that provide real value and reflect the intellectual capital of the brands I write for. I am open to new projects and enjoy helping prospective clients define their goals and campaign strategy.