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ЗарегистрироватьсяCandidate
Male
Canada, willing to relocate (Moscow), prepared for business trips
Senior Analyst, Consultant
Specializations:
- Sales manager, account manager
Employment: full time
Work schedule: full day
Work experience 17 years 7 months
December 2015 — currently
9 years 7 months
Thinking North
Panelist
* Co-founded a forum to connect advanced stage entrepreneurs to Bay street investors
* Conducted 2 very successful events and advised prospective companies on future finance & investments activities
July 2013 — currently
12 years
Accretive Alpha Capital
Senior Analyst, Consultant
* Provided investment recommendations through due diligence activity on business acquisitions and investments Deal size ranges from $0.5 to 5 million CDN
* Consulted companies on Corporate finance, Strategy and Corporate development
* Analyzed Company's business drivers to provide forecast and strategy to enhance profitability and shareholder value
* Advised entrepreneurs on capital raise, capital structuring, exit strategies, business development, pitch preparation, while going public through the CPC process
Assignments undertaken:
Public Companies:
* VP, Epcylon Technologies (OTCQB: PRFC), Toronto (Jan 2015 - Aug 2015) - Fintech company with a propertiary tool for day traders. ;
* In charge of Corporate Development including conducting due diligence of partners, strategic acquisitions, valuations, strategy development, investor relations and governance. Successfully conducted an AGM and a quarterly meeting which increased awareness amongst potential investors.
* Acted as a risk manager for the prop trading desk with $10 million in levered capital. Determine the risk parameters and oversaw the risk exposure
* Assisted in raising $0.75 M in a private placement through creation of Epcylon's pitch deck ;
* Acme Resources (TSXV: ACY.H) - Deal consulting. Involved in looking for a qualifying transaction. ;
* Solarvest Tech (TSXV: SVP) - Due-diligence and consulting. Involved in negotiations and quarterbacked signing of a MOU on business partnership to use SVP's technology ;
* Ziplocal Inc. (TSXV: ACY.H) - Deal consulting. Acting as the interim CEO to find QT.
Private Companies:
June 2014 — December 2014
7 months
Soft Analytics Inc.
VP
* In charge of operations, finance and business development. Successfully incorporated new protocols to monitor finance and brought in 2 new clients
* Conduct ed due-diligence on investment opportunities to provide recommendations with investments returning above average returns
* Developed risk metrics, investor pitches and presented to potential investors
* Part-time consultant providing insights on Russia, oil & gas and small cap investments
* Whizride - Consultant finance and investments ;
* FrozeninTime - Iceberg Water project - Investment proposal, Investor introduction
* Rodrigues Winery - Valuation and due-diligence on winery purchase
* Stope Capital Advisors Inc. - Deal Structuring & Capital raise
July 2011 — April 2013
1 year 10 months
Gravitas Capital
Analyst
(now Gravitas Financial CSE: GFI)
Merchant Bank and a business incubator
* Performed fundamental research and due diligence on public and private companies in various sectors to prepare detailed reports with recommendations on potential targets which helped the principals in decision making
* Coordinated compete due diligence processes including legal and geological part and conducted detailed financial statement analysis, built financial models to project future performance and to assess risk
* Analyzed company's investments in private placements and CPCs which helped earn extra return on invested capital
* Conducted preliminary negotiations with management and collaborated closely with portfolio companies on business development to increase their value by implementing value-enhancing initiatives that would potentially double their value in the long run
* Worked on corporate development of the portfolio companies, managed investor relations and strategy development for Search Gold Resources Inc. (TSXV: RSG)
January 2010 — April 2013
3 years 4 months
SmallCapPower.com (SCP)
Analyst
Premier Website on Small cap investing (www.smallcappower.com)
* SCP is owned by Ubika Research and is a portfolio project of Gravitas. Responsible for the publication of two weekly reports on junior gold and junior mining companies and managed the daily morning contents.
* Authored a regular blog on small cap investing which is published under the expert corner and also identified and wrote investment commentaries on prospective companies under the Ubika Watch list
* Facilitated creation, co-selection and maintainance of weekly ``Ubika Indices Reports'' on Junior Gold, Mining and Growth 20 companies. Ubika Gold 50 report, rated one of the most popular weekly reports on the website
* Generated investment screens based on fundamental and technical parameters to increase user volume
April 2011 — July 2011
4 months
Noronha Private Wealth
Investment Analyst
Noronha Private Wealth @ Dundee Wealth, Private Wealth Management for High Net-worth Clients
* Categorized, organized and implemented model portfolios for non-managed, small households with assets up to $250,000 to optimize management of these accounts and to create a revenue stream of 1% from the book of $20M
* Worked collaboratively with Portfolio Managers to create asset allocation models to efficiently allocate the positions amongst various clients and accounts
December 2009 — March 2011
1 year 4 months
Ubika Research
Associate
small cap equities, Equity Research, Analytics and Communications
* SupportedRresearch Analysts by maintaining models, analyzing companies and industries and writing of reports
* Monitored markets and covered companies, attended conference calls, annual general meetings and maintained the industry database, which resulted in added value for the Research Analysts
* Worked collaboratively in the launch and marketing of www.smallcappower.com website to increase the publicity and awareness for covered companies
Investment Advisor Assistant - Financial Professionals@ WFG Securities, Mississauga, ON
February 2007 — March 2009
2 years 2 months
Financial Professionals
Assistant
* Planned and implemented new business strategies resulting in a 50% increase in productivity
* Performed macroeconomic analysis and prepared fund performance reports which increased the client base by 25% in the first year and 32% in the second year
* Prepared and presented new financial and insurance products to tagents at weekly/monthly meetings resulting in improved agents' performance and knowledge ;
Skills
Skill proficiency levels
About me
Possessing in depth expertise in analyzing small cap public and private companies across various sectors, Experience in RTOs, deal due diligence, capital raise activity, corporate finance consulting and private equity. Worked in unstructured environments to create value for the company and its’ shareholders. Understanding of North American and European economies. Proficient with valuation modelling, Capital IQ, Thompson One, MEG and Morning Star platforms. CFA charterholder, MBA, and MSc (Chemical Engineering). Resdient of Moscow, Russia for 20 years – fluent in Russian.
Skills: Due Diligence, Public Companies, Private Placements, Private Equity, Private Companies, Equity Analysis, Equities, Corporate Finance, Corporate Development, Business Development
Higher education
2014
Charter Financial Analyst, CFA Institute
Finance
2010
Concordia University
John Molson School of Business, MBA
2005
Moscow Institute of fine chemical Technology
Economics, Economics and Management of the Enterprise (by industry)
1995
Moscow Institute of Fine Chemical Technology
Petrochemical Engineering, Chemical Technology and Biotechnology
Languages
Citizenship, travel time to work
Citizenship: Canada, Russia
Permission to work: Russia
Desired travel time to work: Doesn't matter