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Degrees
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MBA in top-10% of the class from a top-5 school, CFA
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My Expert Service
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I bring a wealth of experience in interactive financial modeling that I use for creating financial projections and budgets. These projections/budgets are then used for business planning - analyze the profitability of new and existing businesses, resource optimization and to identify hiring needs, cost control opportunities, and financing needs. Such plans are often required for obtaining financing or buying/selling a business.
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Experience & Qualifications
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Investment analyst with over 8 years of experience from a major investment bank and multi-strategy hedge funds. Expert in business and personal financial analysis and planning. Bring over 10 years of experience in creating interactive financial projections and budgets in Excel.
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Available Modes Of Communication
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email/chat
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Contact
Dan Kaplan
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