BRUCE J ROBERTS

Jacksonville, Florida ***** 917-***-****

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CFO / Financial Planner & Analyst (FP&A)

I offer the 4-bucket skillset of today’s CFO: Digital Expertise (Telco services and networks, programming background), Financial Markets Expertise (bank analyst, Wall Street analyst, Investor Relations), Top Notch Financial Skills (Forecasting, Valuation and Forensic), and Premier Communications tools.

Broadly skilled, highly capable financial and strategic business analyst with a background as both a large business credit analyst at a Midwest Money-Center bank, and as a high-profile Technology and Financials Wall Street equities analyst. Successful interaction with shareholders, Investors Relations, banks and financial markets, regulators, corporate CFO / CEOs, and with functional areas such as marketing, operations, and customer service.

By and large regarded as a superior talent by employers, corporate managements and commission paying clients. Rated the #1 or #2 analyst consistently as a MD in a global investment bank, and the most accurate earnings forecaster in the telecom service space.

Independent thinking powered enhanced client trust. As an example, was the first Wall Street Sell-side analyst to turn negative on global telecom provider WorldCom before their accounting scandal emerged.

The skills to lead by designing, planning, and communicating a business’ overall objectives, combined with the skills to draft a roadmap, and set of measurements required to get there. These include metrics such as margins, cash flows, ROA, ROE, ROIC, and how these interact with every component of the capital structure.

Passion for learning and all things financial. Ability to multitask and coordinate multiple constituencies.

Areas of Expertise

Financial Statements / Financial Markets

Forecasting / Capital Structure / NPV Analysis

Commercial Banking

Investor Relations

Financial Report Writing

Former Computer Programmer

Team Leadership

Public Speaking

Compliance / SEC / Series 65 Holder / Licensed Investment Analyst in both Florida and NY

Wall Street and Corporate Network

Education / Professional Development / Licenses

Equity Analyst Training in the Banking Sector (2015)

S&P Global Professional Education, at Darden School of Business

Master of Business Administration (MBA), Finance and Economics

New York University, Stern School of Business

Registered Investment Advisor in Florida and New York

Experience

Portfolio Manager and Business Consultant

Shelter Island Wealth Advance (SIWA) 2020 – Present

SIWA manages investment portfolios and provides fee based consulting services

SIWA is operated by Bruce J. Roberts, MBA / RIA. SIWA Management offers Custody-based Portfolio Management and in-depth review of individual holdings on a one-off basis. SIWA Business consults to a wide range of industries, and organizations to increase ROIC.

Director of Investment Research / Buy-Side Analyst

Odin Capital Management LLC, Greenwich, CT 2016 – 2020

multi-strategy global equity hedge fund

Enhanced the Odin Raven Fund’s total return. Increased the fund’s income yield to over 5% by investing in REITs, BDCs and utilities, while simultaneously boosting equity performance.

During the first 5 months of 2016, the fund’s performance was comparable to the broader market. Upon my arrival in May, the Odin Raven Fund LP significantly outperformed the broader market by 560 basis points (16.5% versus 10.9%) during the balance of 2016.

Senior Regional Bank Equities Analyst

Fin-Trust Capital Advisors LLC, Greenville, SC 2013 – 2016

REGIONAL WEALTH MANAGER

Self-trained publishing bank analyst, covering banks such as United Community Banks (UCBI), Southern First (SFST) and Business Development Companies such as Goldman Sachs BDC (GSBD). Recommendations based on competitive analysis, including liability / asset management, lending, credit strength, and capital adequacy and supported by earnings models and earnings estimates.

Managing Director, Institutional Equity Sales / Institutional Equity Research

National Holdings Corp, New York, NY 2010 - 2013

Independent brokerage, investment banking, trading and asset management.

Quickly developed revenue generating relationships with several Midwest funds that were new to National.

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