Hire the Best Investment Preparation Freelancers
in the United States

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.

Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the wealth management industry. My mission is to help you align your finances with your goals and values by simplifying complicated concepts in a fun and approachable manner. I strive to provide personalized and customized guidance to help you achieve financial success. My areas of expertise include: Budgeting / cash flow management Investment portfolio review Tax strategies Retirement planning and analysis Social Security optimization Do not hesitate to reach out! I will respond to any inquiries ASAP. Thanks!

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.

I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers. I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this). As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years. I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams. I look forward to talking with you about how I can help your business.

Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models and spreadsheets for a variety of purposes, including capital raises, M&A, real estate investments, corporate expansions, and strategic planning $800M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, AT&T Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics