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Management Analyst

Location:
San Francisco, CA, 94105
Posted:
March 09, 2010

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Resume:

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



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