SEARCH

COO Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
COO
Summary

Strategic executive experienced in impacting business direction with successful leadership decisions and key plan development and implementation. Multi-talented executive leader bringing an array of financial & operational experience as successfulManaging Director, Consultant,COO, CIO, & CCO. Strategic problem solver and change manager. Visionary executive able to implement plans that meet current and future needs. Key expertise in almost any industry, with the capabilities of establishing an aggressive M&A strategy to further corporate growth.

Skills
  • Financial Analysis, SEC filing, Investment Banking, Capital Markets, M&A
  • Excellent interpersonal skills
  • Have established relationships with senior executives of multi-billion dollar firms & companies across all industries around the globe
  • Obtains information very quickly for any project or task at hand
  • Exemplary verbal and communication skills
  • Superlative quantitative skills( financial modeling, forecasting, hedging strategies)
  • Creation of pitch decks and detailed investor presentations
  • Drafting shareholder letters
  • Ability to multi-task different projects in various sectors
  • Heavy-data analysis; can transform metrics into sales
  • CRM development, data-management, and implementation
  • SEC filing/global regulation knowledge
  • Extensive experience in long/short and event-driven equity strategies
  • SEC filing
  • Investment Banking
  • Private Equity
  • Asset Management
  • Senior Leadership
  • Financial Report Writing
  • Business Development
Experience
Company Name | City, StateCOO06/2019 - Current
  • Oversight and planning of the financial health of the company, coordinating & reporting of SEC filings, collaboration with auditors and attorneys regarding financial compliance as well as global regulatory requirements
  • Oversight of Investor Relations; creating company presentations, prepping of press releases, correspondence with analysts & retail investors
  • Tracking of SEO and other ad analytics
  • Attendance of financial & sales trade shows for multiple industries
  • Leading M&A strategy for the holding company
  • Conducting financial analyses of companies for acquisition
  • Establishment of multi-strategy sales goals & targets across the globe
  • Coordinated $2M sale to Saudi Arabian Civil Defence; assisted with product & software implementation
  • Following up with clients throughout the entire sales process
  • Structuring of capital-investment & buyouts
Company Name | City, StateChief Investment Officer~Advisor06/2018 - Current
  • Oversaw the entire fund's portfolio($1.4B aum approx.)
  • Led the team's Due Diligence and investment process by implementing certain industry investment prerequisites through heavy analysis(EBITDA, SWOT, PESTEL, & Porter's Five Forces)
  • Re-balanced real estate assets in excess of $110m
  • Structured financings for mixed-use, office, and hospitality acquisitions
  • Conducted financial analysis(forecast operating expenses, noi, and net cash flows, capex, returns on cash) of large R.E. portfolio acquisitions
  • Created single asset and portfolio financial presentations(Argus Models)
  • Provided financing solutions for real estate development firms, start-ups, middle-market companies, and other funds
  • Buy-out of distressed electronics manufacturer. Re-capitalization of the company, personally hired a new Sales VP, and implemented an M&A strategy which resulted in: a decrease in COGS(through vertical acquisition), expansion into China, raised prices on customized units, which resulted in an increase in profit margins by 35%
  • Growth of the portfolio companies from 19,000 to 30,000 employees
Company Name | City, StateInvestment Banking Analyst/Director02/2016 - 03/2018
  • Transformed the company to new capital levels; bringing in multiple-billion dollar funds along with NYSE & NASDAQ clients
  • Creating & editing term sheets
  • Gathering Fund/Data Lists and organizing into spreadsheets Creating teasers for private & public companies, tech start-ups, and A-List Actor's Movies
  • Streamlined processes and assisted funds with structuring of complex transactions
  • Overseeing pitch meetings from potential clients
  • Establishing relationships with clients on the "buy" and "sell" side
  • Assisting in negotiations on multi-million/billion dollar 'PIPES', buyouts, and M&A deals
  • Increased institutional sales(investments) and deal flow from $1.5-5M to $150M-1.2B
  • Managed the day-to-day activities
  • Assessed conformance of potential adjustments with company structures and strategic goals
  • Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance
  • Researched market trends and developed strategies to capitalize on emerging opportunities
  • Improved operations by working with neighboring IB firms,interns & analysts, and clients to find workable solutions
  • Created agendas and communication materials for team meetings.
  • Recognized by client's senior management for ability to communicate ideas and provide very-detailed reports on investment deals/projects: market, financial & industry analysis. Led to interim exec. management, advisory, and board positions with asset management firms & various tech firms
Company Name | City, StateTrader/Hedge Fund Consultant07/2012 - 02/2016
  • Devised trading, option, or hedging strategies
  • Analyzed target companies or investment opportunities to inform executive members on investment decisions
  • Assisted in asset allocation strategy
  • Specialized in identifying "hot" biotech stocks
  • Generated alpha-focused day trading strategies while mitigating risk "longer term" holds based on fundamental and/or rigorous technical analysis
  • Established quantitative methods based on momentum and mean reversion that increased profits
  • Assisted in the monitoring of markets or positions
  • Trained & instructed developers and engineers how to simplify processes
  • Track and analyzed factors that affect price movement, such as trade policies, weather conditions, political developments, or changes in supply and demand
  • Mentored junior traders on strategies and best practices
Education and Training
Culver City High School | City06/2012
Cal State Long Beach | CitySome College (No Degree) in Applied Mathematics & Physics
Activities and Honors

Beach City Honors Scholar

Business Calculus design competition scoring a 97% green rating

Quantitative Competition 1st prize winner- was given a $50k account and placed 1st out of 35 other finance and mathematics majors & graduates from different colleges across the country

Designed algorithms in high school to begin trading stocks & options in class and at home

Willing to relocate: Anywhere
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • Culver City High School
  • Cal State Long Beach

Job Titles Held:

  • COO
  • Chief Investment Officer~Advisor
  • Investment Banking Analyst/Director
  • Trader/Hedge Fund Consultant

Degrees


  • Some College (No Degree) in Applied Mathematics & Physics

Similar Resumes

View All
COO-resume-sample

COO

Montgomery, Texas