Jan 6, 2015|Investment Analysis|$137|Completed
PROFESSIONAL ASSET MANAGEMENT AND FINANCIAL WRITING EXPERIENCE
Trader, Analyst, Chicago, IL, Patak Trading Co., La Salle St., Chicago, IL 2010-present
Research and Generat investment ideas.
Execute trades in stocks, fixed income, currencies, and commodities
Check trades and keep books balanced
Private Asset Manager, San Francisco, CA 2007- 2010
Active portfolio management for allocation of Equities, Fixed Income, Options, and Futures for a portfolio less than
$1,000,000. Portfolio returned 29.5% in 2010, 31% in 2008 and 36% 2007. In 2009 I was a consultant and marketer.
Writer of Marketing Literature for Private Equity and Hedge Funds, San Francisco, CA 2003 2010
Conducted manager due diligence on non-marketable, alternative investment products, screen funds, conduct risk & operational assessment, reviewed documents, prepared investment presentation and authored marketing literature in line with the firms core investment strategy and brand. (Self-employed)
Interviewed Private Equity Fund managers and composed marketing brochures and web pages for nanotechnology leader, American Private Equity (aka Imagine VC LLC), et al. in Los Angeles, CA.
Interviewed Hedge Fund managers and composed sell sheets, pitch books, and web pages.
Clients include SRM Partners, Thorngate Capital Management, San Diego, Chicago, and Moloco
Capital Partners, among others.
Business Book Editor, Collaborating Writer, and Proofreader...
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