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Joel Wagonfeld

Joel Wagonfeld

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Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Investment Consultant; Senior Equity Analyst; Senior Portfolio Strategist
Industry
Finance / Banking / Insurance
Website
http://www.adviceco.com
About
Investment professional with 15+ years in Buy-Side/Sell-Side roles requiring deep research, financial modeling, technical/product expertise & client-facing responsibilities. Analytical thinker with ability to understand complexity, identify & analyze relevant data, & convey implications to diverse audiences. Currently acting as a Consultant to investors (PE/VC funds) & management teams, primarily focused on quantitative modeling; financial analysis; evaluation of business models; and improving investment-related decisions. Expertise includes: • Excel modeling: create “bottoms-up” & “top-down” models that identify, quantify, & triangulate assumptions – both implicit & explicit
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Documents

(1)

WhitePaper-InvestmentRisk&Uncertainty

9 years ago • 348 Views
Personal Information
Organization / Workplace
San Francisco Bay Area United States
Occupation
Investment Consultant; Senior Equity Analyst; Senior Portfolio Strategist
Industry
Finance / Banking / Insurance
Website
http://www.adviceco.com
About
Investment professional with 15+ years in Buy-Side/Sell-Side roles requiring deep research, financial modeling, technical/product expertise & client-facing responsibilities. Analytical thinker with ability to understand complexity, identify & analyze relevant data, & convey implications to diverse audiences. Currently acting as a Consultant to investors (PE/VC funds) & management teams, primarily focused on quantitative modeling; financial analysis; evaluation of business models; and improving investment-related decisions. Expertise includes: • Excel modeling: create “bottoms-up” & “top-down” models that identify, quantify, & triangulate assumptions – both implicit & explicit

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