USA University degree in Economics and Finance. Skilled financial professional with 20 years as a Registered Wall Street Financial Advisor, having 20 years of practical management, consultancy, and compliance experience. Expertly creates customized financial strategies to meet client needs in Corporate Finance, Portfolio Building, Research, Quantitative Analysis, Private/ Public companies and Real Estate valuations, Business plans, Financial Statements, Fund Raising and Crowdfunding, Investor Pitch Presentation, Trading, Wealth Management, and Academic writing. High degree of integrity and FINRA proven clean track record. Portugal CFA Society Active Member. I'm also bilingual (English and Portuguese).
I can deliver projects on time. Rest assured that I give 100% professionalism and integrity. I am ready to be hired by you now!
“UK company Financials: Fantastic work, I am very pleased and impressed. Antonio is the real deal when it comes to finances, and I will definitely hire him again if I need financial services.”
Excellent job and excellent knowledge. Tony goes beyond what is agreed to please and make sure the client is satisfied. Very responsive, extremely courteous. I hope to have another chance to work with him.
He has been supportive and interactive towards the development of the financial model. He extended himself to assist us with the needful to complete the work within the budget. He had shown good level of professionalism and would definitely recommend his work to others.
. Corporate Structure
. Business Plan and Financial Forecasting Models
. Raising Capital
. Corporate & Business Valuations
. Mergers & Acquisitions
Lead Project Manager
Quinta do Testamento
Jan 2013 - Present
Business or sector: Agriculture, forestry and fishing
• Project leader, executive summary, business model and pro-forma elaboration and analysis
• European Community grant application Vitis- vineyard restructure award
Bachelor of Science in Economics & Finance
Jacksonville State University, United States 1989 - 1994
FINRA Series 24
Financial Industry Regulatory Authority, Dallas (United States)
A securities license entitling the holder to supervise and manage branch activities. Before taking the Series 24 exam, one must have your Series 7 license.
The Series 24 exam is administered by the Financial Industry Regulatory Authority (FINRA) and covers topics such as the corporate securities, real estate investment trusts, trading, customer accounts, regulatory guidelines and mor
Registered Financial Adviser
Financial Industry Regulatoty Authority
Direct Participation Programs Representative, FINRA Series 22 Exam
State Securities Law, FINRA Series 63 Exam
Corporate Securities Limited Representative, Series 62 Exam
General Securities Principal, Series 24 Exam
The Next Big Ideas for 2011
Quantitative and Fundamental Analysis for Chinese Common Equity
How do you think the progress of a country can be measured?
Classical versus neoclassical economic GDP measure dialectic. In my article, I argue a better measure would be a combination of several ratios and metrics such as the ones presently used by the OECD while measuring the baskets such as: consumption, investment, education, health, etc.
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Preferred Freelancer Program SLA 1 94% US English 1 90% Basic Numeracy 1 81% US English 2 80%