Years of experience: 15

Late StageBanking & Capital MarketsInvestment ManagementAssociateInvestment AnalystClient Relations Specialist

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Jim's Career Path
Product Line Analyst and Affordability LeadMay. 2022 -
Nov. 2024
Intel CorporationProduct Line Analyst and Affordability Lead
Santa Clara, California, United States
DirectorMar. 2019 -
Jan. 2022
Upwelling Capital GroupDirector
Davis,CAUpwelling is a boutique investment bank that assists institutional investors as large as $150B AUM with investment underwriting, deal sourcing, capital raising, market research, & secondary transaction services - $115+ million in total of new capital raised or client assets sold for transactions I led - Led efforts to create Upwelling managed funds, conducting market research, competitive pos...
Senior AssociateMar. 2017 -
Mar. 2019
Upwelling Capital GroupSenior Associate
Davis, California, United States- Wrote report analyzing valuations of public vehicles holding private assets for $5 billion venture firm, which client used to pursue a permanent capital vehicle listed on the London Stock Exchange - Uncovered an error in the accrued carry calculation while analyzing private equity fund financial statements, instantly creating $500,000 of value for client, which exceeded Upwelling’s advisory...

Jim's Posts

  • About myself

    Proficient in evaluating business financials and strategic alignment, with 3 years in corporate financial planning and analysis, complemented by 6 years in private equity investment banking, demonstrating a robust analytical acumen.

  • Job Description

    Seeking a remote role to leverage business analysis expertise in assessing organic growth opportunities and crafting strategic acquisition plans, aiming to drive long-term value and align with company objectives.

  • How to contact

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