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Chandler, AZ


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Top Salesman with over $3 billion in sales the past 5 yrs Skilled researcher and analyst adept at evaluating complex micro/macro-economic factors and preparing financial statement analyses, share performance analyses, financial models, and business valuations. Proven ability to accurately assess risks and provide customer-specific solutions that translate into top performance with a loyal client base and millions of dollars in revenue. Experience creating fully integrated cash flow models as well as leveraged buy-out (LBO) and merger scenario models. Completed Merrill Lynch PMD course focused on investment banking, asset allocation, and portfolio analysis and development. Highly knowledgeable in derivatives trading/futures trading, including two years of independent experience in futures, commodities, and foreign exchange prop trading. Specialties * Customer Relations * Risk Assessment * Financial Statement Analysis * Research & Writing * Asset Allocation * Financial Modeling * Valuation Analysis * Financial Projections * Moody's Financial Analysis Software


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Speaking engagements, Consulting offers, Business deals, Career opportunities, Expertise requests


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