Excel, Powerpoint & Word from an Ivy-Educated Wall Street Banker

I've worked for thirty years on Wall Street as an investment banker with extensive experience with financial modeling using Excel. I have a BA in Computer Science from Columbia College. I am an expert with Excel, PowerPoint, and Word. I have in-depth practical experience with financial modeling and PowerPoint presentations, specifically in private placements. Having conducted business in the U.S., China, Brazil and Europe I am very knowledgeable about the equity and debt capital markets. I'm also an expert with PCs and Macs.

Kevin's Subjects

English:	grammar
Computer:	Macintosh, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Windows, Microsoft Word
Elementary Education:	grammar
Business:	business, finance, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Corporate Training:	business, finance, grammar, Microsoft Excel, Microsoft Word

Microsoft Excel

As a Wall Street Investment Banker with a computer science degree from Columbia, I have an extensive knowledge of Excel. Specifically, I worked with Excel since its introduction as well as working with other predecessor spread sheet programs (Lotus 123, Context MBA). In investment banking I used Excel to generate income statements, balance sheets, source and uses, cash flow projections, company and assets pool valuations among many others. I was in charge of educating and reviewing our the Excel... Read More

Microsoft Word

As a Wall Street Investment Banker with a computer science degree from Columbia, I have constructed numerous presentations, private placement memorandum and various other documents using Word since its inception. I understand all the helpful nuances to make your work more efficient, more accurate and professionally formatted. Using Word the correct way will also make future edits much easier.

I am too familiar with Word "experts" who can do little more than open, edit, print and save... Read More

Microsoft PowerPoint

As a Wall Street Investment Banker with a computer science degree from Columbia, I have an extensive knowledge of PowerPoint. Specifically, I worked with PowerPoint since its introduction. In investment banking I used PowerPoint to create a variety of presentation types from slide shows intended for a large audience to presentations intended in a small conference room environment. I understand all of the technical aspects of PowerPoint. I also offer a practical business perspective of how to best... Read More

Finance

I am a seasoned investment banker since 1981 working with private companies from start-up stage through later funding stages as well as large public companies and investment funds. I raised public and private capital for both domestic and foreign companies (Brazil, China and Europe). Industry expertise includes healthcare, energy, technology, IP, infrastructure, real estate, financial services, business services, manufacturing, entertainment and media. I have started two companies of my own and... Read More

Business

I have worked on Wall Street since 1981 in corporate finance. I have worked with private and public companies both domestically and internationally. I have started two businesses.

Macintosh

I have a degree in computer science from Columbia. I have worked with desktop computers since 1982 and I have worked with Macs since 2008. I use my Mac daily in my business.

Microsoft Outlook

I have worked with Windows since its inception with DOS and have used Outlook to manage my email, calendar, list of contacts since its inception. I also trained our department's analysts with its use in the late 1980s.

Microsoft Windows

I have a computer science degree from Columbia. I have worked with Windows since DOS in the early '80s. I was in charge of training our department's analysts in the late '80s I have also taken my PC apart and reassembled it.

Read all subject qualifications »

Education

Undergrad, BA -Columbia College

Hourly Fee

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Travel Policy

Kevin will travel within 15 miles of Philadelphia, PA 19136.

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