jeffrey fidelman

Investment Banking for Startups

Bio Summary

Investment banking for startups and early-stage companies focused on M&A Advisory, fundraising strategy, financial modeling, investor presentations, valuations, and capital structures.

Graduated Cum Laude from Harvard.

Language skills include English, Russian, and American Sign Language.

Employment History

Strategy, Operations, and Finance Consultant

Toptal

October 2016 - present

• Hired by over 75 companies to assist with fundraising collateral and other management consulting deliverables • Produced consistent results across clients, leading to over 80% successful capitalizations

Founder & CEO

Fidelman&Co

October 2015 - present

Greenwich, CT, USA

• Founded F&Co. to help startups and lower-middle market companies with strategy and operational growth • Led business development initiatives to successfully engage with over 250 clients since inception • Assisted co ...see more

Partner, Head of Investor Relations

Onevest

February 2015 - September 2015

NYC, NY, USA

Vice President, Wealth Management

HSBC

October 2013 - February 2015

NYC, NY, USA

• Managed the lending, banking, wealth management, and insurance products across the NYC region • Designed strategy for business development and implemented the same across all bank branches in NYC • Increased revenue ...see more

Portfolio Manager

Morgan Stanley

March 2012 - October 2013

• Piloted the international PM program after Morgan Stanley merged with Smith Barney • Executed syndicate, pre- and post market trading for portfolio of over $350 AUM • Performed in depth market analysis for presentat ...see more