EXPLORE


7.0
7.0
95%
$50 USD / Hour
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Portugal (7:49 AM)
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Joined on August 4, 2014
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3 Recommendations
$50 USD / Hour
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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! FEATURED REVIEW “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.”
Verifications
On time
98%
On budget
98%
Accept rate
94%
Repeat hire rate
15%

Medical Facility daily Budget

Spenda Ltd (SPX) Valuation

Financial Model and Forecast

Nortávia R&D - NFAP Gaya Airship Business Plan

Kcal Healthy Food Restauant Business Expansion

Airbnb B2B Market Research

Medical Facility daily Budget

Spenda Ltd (SPX) Valuation

Financial Model and Forecast

Nortávia R&D - NFAP Gaya Airship Business Plan

Kcal Healthy Food Restauant Business Expansion

Airbnb B2B Market Research
He is my financial expert. Never disappoints me.
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Very professional, very fast and does really good research on the matter.
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Had to file a dispute with the contractor. Contractor has forced us to take further action. Constantly arguing and telling us "we are wrong" or "don't understand". Requirements were consistently breached.
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The project involved creating financial modeling for existing commercial real estate holding to analyze/compare hold, sale and JV 50%. High quality was proveded. Will hire again
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This is the real deal. He delivers! Not as some supposed excel experts who make you pay a lot and come with empty hands. This one truly knows about his business. A true professional.
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Experience
Quinta do Testamento
Jan, 2013 - Present
•
13 years, 6 months
Lead Project Manager
Jan, 2013 - Present
•
13 years, 6 months
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
Corporate Mentor
Jan, 2018 - Present
•
8 years, 5 months
. Corporate Structure . Business Plan and Financial Forecasting Models . Raising Capital . Corporate & Business Valuations . Mergers & Acquisitions
Jan, 2013 - Present
•
13 years, 6 months
Education
Jacksonville State University
1989 - 1994
•
5 years
Bachelor of Science in Economics & Finance

United States
1989 - 1994
•
5 years
Qualifications
FINRA Series 24
2007
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
2007
Registered Financial Adviser
2006
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
2006
Publications
The Next Big Ideas for 2011
Seeking Alpha
Quantitative and Fundamental Analysis for Chinese Common Equity
How do you think the progress of a country can be measured?
The Economist
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.
Certifications
P
Preferred Freelancer Program SLA
US English
Basic Numeracy
US English