Experience

flow partners

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Founding Partner

  • May 2022 - Present

  Flow offers CFO-as-a-service to businesses worldwide, making complex financial concepts straightforward. Our goal is to work with you, not just for you, to make informed decisions with confidence. While we aren't accountants or legal specialists, our business stands strong on the following key principles: • Strategic Planning & Risk Management • Financial Operations & Performance • Investor Relations & Capital Flow offers CFO-as-a-service to businesses worldwide, making complex financial concepts straightforward. Our goal is to work with you, not just for you, to make informed decisions with confidence. While we aren't accountants or legal specialists, our business stands strong on the following key principles: • Strategic Planning & Risk Management • Financial Operations & Performance • Investor Relations & Capital



IE Business School

• Spain
• Higher Education
• 700 & Above Employee

• Adjunct Professor

  • Nov 2022 - Present

  I teach the following topics with a focus on interactive learning, practical examples, and challenge-based delivery:• Finance: Financial Consulting, Data and Market Analysis, Financial/Scenario Modeling, Reporting and Data Visualization, Risk Assessment, Investment Analysis, Global Markets, Financing Strategies, Business Valuation• Innovation: Design Thinking, Human-Centered Design, Lean Startup• Entrepreneurship: Ideation, Problem/Solution Validation, Business Models, Financial Models, Pitching, Founding Team Show less

• Startup Mentor

  • Jan 2023 - Present

  Startup Lab



Emzingo & EmzingoU

• United States
• Education Administration Programs
• 1 - 100 Employee

• Director of Strategy and Facilitator

  • Nov 2022 - Present

  Emzingo is a Learning Design Consultancy that creates and facilitates educational programs in Innovation, Leadership, and Social Impact: • Emzingo U: Working with university partners • Emzingo Corporate: Working with corporate partners • Emzingo Campground: Digitizing our educational efforts Emzingo is a Learning Design Consultancy that creates and facilitates educational programs in Innovation, Leadership, and Social Impact: • Emzingo U: Working with university partners • Emzingo Corporate: Working with corporate partners • Emzingo Campground: Digitizing our educational efforts


Opinno
• Spain
• Business Consulting and Services
• 100 - 200 Employee
• Project Manager

  • Aug 2023 - Present


SABAH.HUB

• Azerbaijan
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Program Manager and Advisor

  • Oct 2021 - Present

  Fostering Azerbaijan's Startup Ecosystem: • VC Accelerator • Corporate Innovation • Incubation Program • University Education Fostering Azerbaijan's Startup Ecosystem: • VC Accelerator • Corporate Innovation • Incubation Program • University Education



ThePower Business School

• Events Services

• Global Instructor - MBA Program

  • May 2022 - Present

  My biggest focus with these MBA modules is to break the mental barriers against finance:• Accounting: Accounting Process, Financial Statements, Revenues/Costs, Inventory, Depreciation, Cash Flows, Taxation• Finance: Ratios, Working Capital, Operational Needs, Return on Assets, Margins, Financial Planning/Projections, Time Value of Money, Cost of Capital, Investment Analysis, Valuation, Sources of Financing

• Global Product Owner and Instructor

  • Jun 2021 - May 2022

  Creating global programs and helping students learn the following topics:• ThePowerMBA• Accounting and Finance• Digital Transformation• Intrapreneurship



ejoobi

• South Africa
• IT System Custom Software Development
• 1 - 100 Employee

• MBA Consultant ► Building Digital Strategies + Growing B2B & B2C

  • Jun 2020 - Dec 2020

  Advising this awesome startup in South Africa: ejoobi Advising this awesome startup in South Africa: ejoobi



Baird

• United States
• Financial Services
• 700 & Above Employee

• Client Specialist ► Senior Financial Consultant B2B & B2C Clients

  • Dec 2015 - Dec 2019

  ► 𝐁2𝐂 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞:• Investment Consulting – creating and managing investment portfolios for specific client profiles• Advanced Planning – building holistic financial planning strategies to achieve optimal outcomes• Relationship Management – leading a network of experts to provide comprehensive advice► 𝐁2𝐁 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞:• Fiduciary Management – protecting clients versus legal action and liability• Retirement Plan Design – structuring strategies for specific corporate needs/parameters• Investment Analysis – building investment menus, reviewing and revising them regularly • Financial Consultation – consulting clients about economy, financial behaviors, and strategies• Vendor Due Diligence – building relationships to unite corporate clients with cohesive partners• Expense/Revenue Analysis – optimizing operations to bring financial return on investment Show less

• Client Assistant ► Junior Financial Consultant B2B & B2C Clients

  • Jul 2015 - Dec 2015

  • Consulted private client households, charitable foundations, and corporate retirement plans• Passed exams to become registered financial representative: FINRA Series 7 and Series 66• Promoted to Client Specialist



Oregon State University College of Business

• United States
• Higher Education
• 1 - 100 Employee

• Career Ambassador ► Building Career Development Programs

  • Nov 2013 - Jun 2015

  • Designed processes to improve event execution and growth of career center • Connected industry professionals with business school students • Interviewed, on-boarded, and developed team members • Advised students on career development objectives: resume, job opportunities, mock interviews • Designed processes to improve event execution and growth of career center • Connected industry professionals with business school students • Interviewed, on-boarded, and developed team members • Advised students on career development objectives: resume, job opportunities, mock interviews

• Private Wealth Management Intern ► Growing Investment Practice

  • Jun 2014 - Sep 2014

  • Primary liaison of advisor teams and managers for financial projects and operations • Improved efficiency and optimization of data systems • Analyzed client portfolios, financial plans, and business development techniques • Primary liaison of advisor teams and managers for financial projects and operations • Improved efficiency and optimization of data systems • Analyzed client portfolios, financial plans, and business development techniques



State Farm ®

• United States
• Insurance

• Sales And Marketing Intern ► Growing Insurance Practice

  • Mar 2014 - Jun 2014

  • Reviewed insurance policies and prospected clients based on respective needs of portfolio • Planned and executed summer appreciation event for clients and prospects • Reviewed insurance policies and prospected clients based on respective needs of portfolio • Planned and executed summer appreciation event for clients and prospects