Josh Seward, CFA, CPA
Managing Director, Chief Operations Officer at Quent Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Quent Capital
-
United States
-
Investment Management
-
1 - 100 Employee
-
Managing Director, Chief Operations Officer
-
Oct 2018 - Present
Josh is the Managing Director & Chief Operations Officer of Quent Capital, an asset management firm that offers a new vision for investing in global innovation. Josh is the Managing Director & Chief Operations Officer of Quent Capital, an asset management firm that offers a new vision for investing in global innovation.
-
-
-
Gerstein Tax Service
-
United States
-
Accounting
-
1 - 100 Employee
-
Tax Consultant
-
Oct 2018 - Present
A family-owned business providing trusted tax advice for more than 40 years A family-owned business providing trusted tax advice for more than 40 years
-
-
-
Deloitte
-
Business Consulting and Services
-
700 & Above Employee
-
Senior Consultant - Mergers, Acquisitions & Divestitures
-
Feb 2017 - Sep 2018
• Perform financial due diligence for private equity and strategic clients on potential acquisitions and divestitures in a variety of industries, with a focus in the technology and financial services sectors. • Analyze performance and financial situation of target Company through EBITDA, Net Working Capital and Net Debt analysis • Assist private equity clients in purchase agreement negotiations • Perform financial due diligence for private equity and strategic clients on potential acquisitions and divestitures in a variety of industries, with a focus in the technology and financial services sectors. • Analyze performance and financial situation of target Company through EBITDA, Net Working Capital and Net Debt analysis • Assist private equity clients in purchase agreement negotiations
-
-
-
Financial Accounting Standards Board (FASB)
-
United States
-
Accounting
-
100 - 200 Employee
-
Postgraduate Technical Assistant (PTA)
-
Jan 2016 - Dec 2016
• Developed accounting standards to reflect the reporting needs of the capital markets • Worked on the Accounting for Financial Instruments projects of Credit Losses and Hedging • Performed extensive research on the financial instruments industry • Assisted public and private organizations in understanding and applying US GAAP • Wrote technical memorandums explaining complex accounting concepts and transactions • Developed accounting standards to reflect the reporting needs of the capital markets • Worked on the Accounting for Financial Instruments projects of Credit Losses and Hedging • Performed extensive research on the financial instruments industry • Assisted public and private organizations in understanding and applying US GAAP • Wrote technical memorandums explaining complex accounting concepts and transactions
-
-
-
PwC
-
Professional Services
-
700 & Above Employee
-
Financial Instruments, Structured Products & Real Estate (FSR) Associate
-
Sep 2015 - Dec 2015
• Reviewed and tested the effectiveness of hedging relationships and hedge documentation • Analyzed credit and debt valuation adjustments (CVA and DVA) • Wrote memorandums explaining the group’s position on issues and the reasoning behind those positions • Identified and bifurcated derivatives in credit agreements • Utilized Bloomberg terminals to perform derivative and debt valuations • Executed OTTI modeling for complex securities • Interned in the group during Summer of 2014, performing similar tasks Show less
-
-
-
Morgan Stanley
-
United States
-
Financial Services
-
700 & Above Employee
-
Internal Audit Summer Analyst
-
Jun 2013 - Aug 2013
- Gained extensive understanding of various roles within large banks - Engaged with personnel to understand their systems and evaluated inherent risks - Helped develop audit testing plans and subsequently preformed and documented audit tests - Assisted in writing and communicating audit findings to management - Gained extensive understanding of various roles within large banks - Engaged with personnel to understand their systems and evaluated inherent risks - Helped develop audit testing plans and subsequently preformed and documented audit tests - Assisted in writing and communicating audit findings to management
-
-
Education
-
University at Buffalo
Master’s Degree, Accounting -
University at Buffalo
Bachelor’s Degree, Accounting