Wesley Charles Kennedy
*** ******* ******, *** *********, CA 94105
650-***-**** **************@*****.***
ENTREPRENEURIAL EXPERIENCE
October 2007 – Present
EquilMedia Inc
Chief Financial Officer & Co-Founder
Developed company financial/business model and built supplementary models including valuation
models and capitalization tables in order to facilitate capital raising efforts
Created various presentation materials for purposes of pitching angel investors and venture capitalists
PROFESSIONAL EXPERIENCE
January 2007 – January 2009
Tier1 Research
Equity Analyst, Technology, Media and Telecom
Performed extensive due diligence, including discussions with company management, vendors and
customers, focusing on management strength, business strategy and operations
Conducted in-depth financial modeling and valuation analyses of public securities in the technology,
media and telecom (TMT) space
Synthesized various analyses in order to unearth profitable investment strategies, including equity
long/short, capital structure arbitrage and event-driven arbitrage
January 2005 – January 2007
Thomas Weisel Partners
Investment Banking Associate, Convertible Securities
Capital Raising Activities
Assisted senior bankers in the origination, structuring, and offering of convertible securities
Developed pro-forma financial models in order to determine the effects of proposed
financings/transactions
Proprietary Trading (Specializing in Convertible Bond Arbitrage)
Performed extensive credit analysis in an effort to determine the appropriate option adjusted credit
spread to assign to fixed income securities
Provided quantitative and qualitative analyses for traders in order to assess the impact on long/short
positions resulting from changes in macro/micro factors
January 2004 – January 2005
Green Street Advisors
Equity Research Associate, Hotels and Diversified REITs
Valued various real-estate securities utilizing a combination of quantitative (DCF, Net Asset Value,
comparable company) and qualitative analyses
Built complex models to gauge the economics of various transactions, including: initial public and
follow-on equity offerings, privatizations, mergers and acquisitions, and stock repurchases
Helped draft research reports to keep institutional clients informed of breaking news
June 2000 – July 2003
SVB Financial Group
Credit Analyst, Structured Credit Group
Provided traditional, mezzanine, and DIP financing to technology and healthcare companies
Developed financial models and drafted reports to better assess the bank’s exposure resulting from
new and existing clients
Collaborated with CFO’s, VP’s of Finance, and investors in order to tailor creative approaches to
meet clients’ financing needs
EDUCATION
Master of Science, Economics, August 2001 Bachelor of Science, Mathematics, June 1999
Golden Gate University Santa Clara University