Investment Analyst - UBS
For years, I’ve been analyzing investments and developing investment opinions that institutional clients use to support their investment decisions. I was involved with financial firms like UBS a year ago, and now I act as a trusted advisor for a handful of entrepreneurs, assisting them in building and scaling their businesses, usually from the ground up.
I enjoy working with people who have a deep interest in finance and business because it provides us a common ground to discuss stuff that some people often find difficult to understand. I also find satisfaction in teaching others about financial matters like valuation, financial modeling, market sizing, market research, M&A, fundraising, and more. If you feel like building your knowledge, skills, and experience in those areas, I’m willing to provide the guidance and support you need. Let’s talk!
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