Financial Services Consultant
apital Formation Services in High Technology We are an independent consultancy, who can bridge the communication gap between technology companies and the financial community. We provide high-value-added services to- Rating advisors - Investment bankers - Private equity sponsors - Corporations To support high-exposure Corporate lifecycle events including: Initial Public Offerings, rating agency presentations, and M&A assessments, principally in the high technology sector. We can- Review and critique C-level executive scripts and presentations- Coach executives in efficient approaches to a "Wall Street" audience- Review and edit presentation "flip books" for consistency and accuracy- Translate technical terms into business English- Support Investment Bankers' roadshow teams- Support Corporate M&A assessment of targets. Corporations will know that their business is favorably, but accurately, presented. Objectivity is assured. Clients avoid costly permanent adds to staff. Assignments: from one day to several weeks.
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Verified contacts
70
available on Kipplo
LinkedIn employees
198
1 to 10 range
Open roles
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Distinct roles
47
indexed titles
Tech stack
1
tools in use
Monthly traffic
10
organic / mo
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Decision-makers and verified team members
70 contacts with verified email or phone · masked until revealed.
- NS
Neeraj Shyam
Independent Financial Advisor · Finance & Accounting
EmailPhone - GK
Ganapati Kote
Financial Advisor · Finance & Accounting
EmailPhone - US
Uma Shankar
Financial Advisor · Finance & Accounting
EmailPhone - SS
Sandeep Singh
Business Owner · General Business & Management
EmailPhone - ML
Martin L.
Financial Services · Finance & Accounting
EmailPhone - EM
Emily Messerschmitt
Senior Finance and Operations Professional · Other
EmailPhone - GM
Giselle Milowitz
Financial Services Professional · Finance & Accounting
EmailPhone - JK
Jackie Kanas
Financial Services Marketing Consultant · Finance & Accounting
EmailPhone - DD
Derinda Dallas
Owner Executive Producer, Producer · Other
EmailPhone
Showing 9 of 70 verified contacts
Top roles at Financial Services Consultant
47 distinct titles indexed · top 10 shown.
- 4financial advisor
- 3financial services
- 3financial services professional
- 2director
- 2financial consultant
- 2financial services advisor
- 2independent consultant
- 2manager
- 1account manager
- 1administrative manager
- +37more titles
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