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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

I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.

Former Goldman Sachs equity derivatives strategist helping experienced investors build equity and options strategies around concentrated positions, growth objectives, and a deliberate appetite for risk. “His knowledge base is superb and exceptionally deep, yet he communicates every complex strategy with remarkable clarity and patience.” — Upwork client, Trading Consultation, 5.0/5 I work with founders, executives, and private investors who want a portfolio strategy shaped around their own objectives, capital, and constraints. You may be putting fresh capital to work, reassessing a concentrated portfolio, or comparing options structures to express a market view. My work covers: • Equity portfolio strategy: research, security selection frameworks, allocation, position sizing, and concentration analysis. • Options and derivatives: comparing directional, income, and hedging structures through payoff profiles, costs, volatility exposure, and capital requirements. • Independent portfolio reviews: examining overlapping exposures, correlations, leverage, liquidity, and downside scenarios. • International tax planning strategy: evaluating residency, ownership structures, and liquidity events alongside your tax and legal professionals. For investors pursuing aggressive growth, we make the trade-offs explicit: what needs to go right, where the strategy can fail, and which developments would justify reassessing it. A custom engagement can include a written portfolio framework, strategy comparisons, scenario analysis, and review criteria. We agree the scope and deliverables before starting. Begin with a focused consultation to explore one decision, or send a defined brief so we can scope a custom engagement directly. For ongoing relationships, scheduled quarterly consultations and written strategy updates provide a structured opportunity to reassess the approach. Any research or support between reviews is agreed in advance. Your assets remain with your chosen broker or custodian. You retain all investment decisions and trade execution; my role is research, analysis, and strategy consultation. Send me an Upwork message outlining your objectives, relevant holdings or exposures, and the decision you want help evaluating.

I teach traders institutional frameworks, license a white-label AI market intelligence platform to trading communities, and build trading curricula for academies. 8+ years trading; launched an exchange-listed instrument on the Stuttgart Stock Exchange (ISIN DE000AMC0DU2). THREE WAYS I WORK 1. Trading coaching — for individual traders, and at partner rates for academies 2. White-label AI trading intelligence for your community 3. Course and curriculum design for trading educators Details below — my Project Catalog has fixed-price starting points, and rates differ for individuals vs. academies. 1 — TRADING COACHING For individual traders: We build your trading framework together: reading institutional positioning (dark pool prints, unusual options flow, insider and fund filings), defining conditions and invalidation, position sizing and drawdown math, and a review loop so the process improves every week. You leave with a written process you own. I don't sell signals and I won't tell you what to buy. If you want someone to hand you trades, I'm the wrong coach. If you want to become the trader who no longer needs one, that I can do. For trading academies: $107/hour partner rate for ongoing student coaching contracted through your academy (negotiable) — priced so you resell coaching at your own rates with real margin. I already coach at one of the largest retail trading academies (20,000+ students), so I plug into an existing curriculum, student base, and support flow without hand-holding. What you're buying beyond the hours: students who build a real process stay enrolled and engaged longer than students chasing signals. 2 — WHITE-LABEL AI TRADING INTELLIGENCE Plain English first, because the terminology loses people: white label means I built and operate the platform (EdgeForge), and you put your name on it. Your members see your brand, in your Discord or dashboard — they never see mine. What the platform does: it monitors institutional market data around the clock — dark pool prints, unusual options activity, insider transactions, fund filings — and AI writes a short plain-English explanation of each signal, so your members understand what happened without decoding raw data. What that's worth to you: a premium tier you can charge your community monthly for, live in weeks instead of a 6–12 month build; institutional data contracts already negotiated and running; AI infrastructure already handled; educational framing built in from day one. If you came here searching for a trading bot developer or a Discord tool and you run a community — this is probably the thing you actually wanted. Not custom bots, not auto-execution, no "guaranteed profit" anything. 3 — TRADING COURSE & CURRICULUM DESIGN If your academy needs a specific course built — options flow, risk and position sizing, AI-assisted research, a beginner-to-framework track — I build it end to end in your brand voice: curriculum architecture, module scripts, visual direction, and assessments. I authored a 41-module trading curriculum and coach students every week, so I know which explanations land and exactly where students quit. I'll also audit existing content for compliance: performance claims, advisory language, and framing that creates regulatory exposure for education businesses. Everything I write is education-framed by design — that protects your business, not just mine. BACKGROUND - 8+ years trading, 3+ years coaching - Launched an exchange-traded instrument on the Stuttgart Stock Exchange (ISIN DE000AMC0DU2) — publicly verifiable - Built and operate EdgeForge end to end: data infrastructure, AI synthesis layer, subscriptions, licensing - Published author: The AI Advantage, a guide to AI-assisted market research NEXT STEP Tell me which of the three you're here for — and whether you're an individual trader or an academy/community, since rates and structure differ. Coaching: your experience, what you trade, what's not working. White-label: community size, platform, current paid offer. Courses: audience and what the course needs to accomplish. Under a compliant structure I can also offer portfolio management. To see if you qualify, please contact me.