托马斯。 is 可用 租用
雇佣 托马斯。托马斯·罗伯
Verified Expert in 金融
金融专家
位置
New York, NY, United States
Toptal Member Since
March 12, 2019
托马斯。 delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of 项目 and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.
Career Highlights
创始人| CEO
Green Boost 教育
Senior Associate
Morgan Stanley
教育 Highlights
Bachelor's Degree
Michigan State University
Certification Highlights
系列87
美国金融业监管局
系列63
美国金融业监管局
系列7
美国金融业监管局
行业 Expertise
Other Expertise
Work Experience
创始人| CEO
2018年至今
Green Boost 教育
- Founded Green Boost 教育, a financial services startup focused on providing financial education and literacy workshops to millennials and low-income families.
- Developed and oversaw strategic initiatives, content creation, and new business development.
- Managed and created an in-depth financial plan to account for rapid growth in new customers, product line expansion, and the hiring of multiple employees.
Focus areas: 收入 Optimization, Financial Modeling, 预算, Financial Planning & 分析(FP&A)
Senior Associate
2012 - 2018
Morgan Stanley
- Analyzed customer unit economics and platform value across 20+ publicly traded SaaS companies to determine long-term margin potential focusing on customer acquisition costs (CAC), 生产, customer lifetime value (LTV), and net retention ratios (NRR).
- Helped launch and grow a new team after only 12 months at Morgan Stanley, expanding into a leading, II-ranked Wall Street equity research franchise in less than one year.
- 研究ed competitive market dynamics, understood critical industry drivers, and developed complex industry models for the SaaS, 媒体, financial technology, healthcare technology, web服务, travel technology, and edtech markets.
- Developed actionable investment theses and pitched ideas to internal constituents and external clients by conducting complex financial modeling and leveraging an in-depth understanding of equity markets.
- Leveraged industry contacts and teams across Morgan Stanley to analyze and profit from complex financial situations including turnaround opportunities, special tax situations, and secular change stories.
- Established relationships with C-suite executives and multi-billion dollar clients by minimizing errors, taking extreme ownership of 项目, and effectively communicating with critical stakeholders.
- Ramped quickly on new industries, 项目, and challenges by leveraging primary data, industry contacts, and channel checks.
- Built and maintained complex predictive model of Class 5-8 Truck market incorporating inventory, 构建, 销售, and future demand/销售 projections.
Focus areas: Growth Capital Raising, Profitability Analysis, Market 研究, 估值, Three-statement Modeling, 收入 & Expense Projections, Capital Structure Analysis, Comparable Company Analysis, Capital Raising, 合并 & Acquisitions (M&A), Price Analysis, Equity 估值, Equity 研究, Financial Statements, Financial Planning & 分析(FP&A), Financial Modeling
教育
2008 - 2012
Bachelor's Degree in 金融
Michigan State University - Michigan
认证
JUNE 2012 - PRESENT
系列87
美国金融业监管局
JUNE 2012 - PRESENT
系列86
美国金融业监管局
JUNE 2012 - PRESENT
系列63
美国金融业监管局
JUNE 2012 - PRESENT
系列7
美国金融业监管局
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