Production Associate Financial Analyst

JOHN BRIAN KOSECOFF

415-***-**** San Francisco, CA ************@*****.*** https://www.linkedin.com/in/johnkosecoff/

PROFESSIONAL SUMMARY

Fundamental Financial Analysis C-Level Communications Asset Management

PROFESSIONAL PROFILE

Accomplished financial professional and leader with experience defining key strategies to inform decisionmakers.

Thrives in collaborative environments with the ability to navigate ever-changing business needs, optimize work processes, reduce operating and investment risk, improve financial returns, and continuously drive growth.

Recognized expertise: Investment and Credit Analysis, Predictive Forecasting, Due Diligence, Reporting, Performance Evaluation, Multi-Factor Valuation, Portfolio Strategies, Forensic Accounting, Identifying Risk and Fraud, Innovative Financial Products, Optimizing Workflow, Detailed Financial Modeling and more.

Adept at cultivating partnerships and building trusted relationships, including executive-level communications in association with industry-leading organizations.

Experience complemented by an MBA in Finance and Operations from Cornell University.

AREAS OF EXPERTISE

Investment and Credit Analysis Capital Markets Business Intelligence Operations Analysis Due Diligence Data Analytics Financial Statement Analysis GAAP Accounting Project Management KPI Design Business Planning Strategic Planning Public / Private Market Valuation MS Office (Excel, Access} Communication Skills

Sector Knowledge: Financial Services, Real Estate, Industrial Manufacturing, Transportation / Logistics, Consumer

RELEVANT EXPERIENCE

MORGAN STANLEY (RR DONNNELLEY) Menlo Park, CA 2018 to 2019

Business Information Services Analyst

Authored time-sensitive research reports based on subscription secondary sources and data base services for use in investment banker pitch books, prospectuses and S1 SEC filings. Report subjects included Autonomous Vehicles, Intermodal Transportation, Commercial Freight and Logistics, Smart Building Development, Smart Cities, and Global Privatization of Airports.

Notable Contributions:

Delivered 600+ quality custom reports on total addressable markets, sector trends, competitive intelligence, comparable transactions, as well as critical corporate and sector financial, global macroeconomic and capital market data.

Researched vendor data usage rates by cost center for variance from subscription contact terms.

FINANCING CITY NETWORK San Jose, CA 2014-2015

VP, U.S. Corporate Development & Strategy

Underwrote U.S. lending, including developing credit standards, due diligence protocols and collateral strategies. Helped localize the Chinese parent company website. Set front-end specifications for mobile app. Screened and negotiated contract terms with software vendors.

JOHN BRIAN KOSECOFF ************@*****.*** Page 2

FINANCING CITY NETWORK, continued:

Notable Contributions:

Supported a $10B Shenzhen, China-based global FinTech exchange platform and “shadow bank” to explore strategic alliances with U.S. investment banks, venture capital firms, asset managers and software as service vendors.

Developed innovative cross-border credit between private investors in China and real estate development in the U.S.

Spearheaded financing a $65M port property cold storage warehouse development, including forensic work and orchestrating 7-year project budget to help with presentation and approval for the loan with a unique performance terms and collateral structure.

FUNDAMENTAL INVESTMENT RESEARCH & MANAGEMENT San Francisco, CA 2013 to 2014

Investment Counselor & Founder

As sole proprietorship and registered investment advisor provided consulting support to asset managers advising on their investment decision process, risk management, primary securities research, trading execution, and corporate acquisition strategy. In addition, provided high net worth families with proprietary investment management and screening for selection of traditional and alternative money managers. For Zack’s Research supervised, edited and exercised approval over investment rating for securities analyst research.

Notable Contributions:

For the senior partner of a private asset management sidelined by health circumstances shadow managed $200M in separate portfolios. Evaluated fundamentals of individual holdings and with authorization eliminated top ten riskiest holdings, the largest of which proved to be a fraud.

LEHRER MANAGEMENT CO., INC. Cupertino, CA 2011 to 2012

VP / Senior Portfolio Manager / Senior Securities Analyst

For $300M registered investment advisor, headed Investment Committee, designed strategic investment and tactical “tilt” guidelines, constructed model portfolios, selected equity and debt securities, rebalanced holdings, executed trades and their portfolio allocations, monitored and measured portfolio performance, interpreted portfolio results, and wrote investment commentary for client correspondence. Prospected and closed new account relationships. Evaluated liquidity and default rates of rated and unrated municipal bonds.

Notable Contributions:

Turned around client defections by 400% increase in meetings

Gained new clients, evaluated prospective buyers and facilitated $10M sale of firm for retiring owner.

RECENT EXPERIENCE

PRODUCTION ASSOCIATE, TESLA, 2021 to Present

AUTONOMOUS VEHICLE OPERATOR, WAYMO / TAS, 2020-2021

COMMERCIAL VEHICLE DRIVER, MV TRANSPORTATION, CARY INTERNATIONAL, GATEWAY GLOBAL, SF LIMO EXPRESS, 2016-2017, 2019

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ADDITIONAL PROFESSIONAL EXPERIENCE

VP / SENIOR INVESTMENT ADVISOR, JP MORGAN CHASE

COUNSELED TIER I HIGH NET WORTH FAMILIES, FOUNDATIONS AND BUSINESSES ON TRADITIONAL AND ALTERNATIVE INVESTMENT STRATEGIES AND CURRENT CAPITAL MARKET CONDITIONS AT $1.2T RIA / BROKER DEALER

VP / SENIOR PORTFOLIO MANAGER / SENIOR ANALYST, WELLS FARGO

MANAGED DISCRETIONARY INVESTMENT ADVISORY AND TRUST PORTFOLIOS FOR $85B HIGH NET WORTH PRIVATE CLIENT SERVICES DIVISION

RECOMMENDED SUBSTANTIAL RISK REDUCTION FOR CLIENTS AND DIVISION

12 MOS. BEFORE 30% S&P500 CRASH; IMPLEMENTED FIRST DIVISION HEDGE.

VP / SENIOR PORTFOLIO MANAGER / SENIOR SECURITIES ANALYST, FREMONT GROUP (BECHTEL FAMILY OFFICE)

LED ACTIVE PORTFOLIO MANAGEMENT IN START UP MUTUAL FUND VENTURE IN $8B PRIVATE INVESTMENT FIRM. DIRECTED GLOBAL ASSET ALLOCATION, SECTOR STRATEGIES, SECURITIES SELECTION AND PRIMARY DUE DILIGENCE IN CONCENTRATED VALUE STYLE. DELIVERED ACTIVE RETURNS OVER 27% PA. REFERRED AND EVALUATED NEW PRIVATE EQUITY OPPORTUNITIES.

EDUCATION & TRAINING

MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE & OPERATIONS

CORNELL UNIVERSITY

BACHELOR OF ARTS (BA), ECONOMICS

UNIVERSITY OF CALIFORNIA, BERKELEY

CFA INSTITUTE MEMBER/CERTIFIED FINANCIAL ANALYST LEVEL II CANDIDATE

JP MORGAN COMMERCIAL BANK MANAGEMENT PROGRAM (CBMP)

CREDIT AND RISK MANAGEMENT

CFP PERSONAL FINANCIAL PLANNING PROGRAM GRADUATE

UNIVERSITY OF CALIFORNIA, BERKELEY EXTENSION

SAN JOSE STATE UNIVERSITY

POST GRADUATE STUDIES IN LIBRARY & INFORMATION SCIENCE

MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY

POST GRADUATE STUDIES IN INTERNATIONAL RELATIONS

INFORMATION SYSTEMS

APL, Barra, Baseline, Bloomberg, Bridge, C++, S&P Capital IQ, FactSet, Holt, IHS Markit, ILX, MSFT Suite (Excel, Word, Outlook, PowerPoint, Access, Visio), Nexis/Lexis, SEI Invest 3000, SPSS, Statista, Thomson Reuters, Vestek

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