Carlos S.
Merchant bank partner. Strategic CFO and M&A advisor. Interim operator. Value investor. Family office services.
- Role
- Chief Financial Officer at Esco Gifts & Awards
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Carlos S.
Finance and accounting professional with investment management, investment banking, and entrepreneurial experience as well as CPA and CFA credentials. Active value investor and portfolio manager with experience across sectors, with long/short strategies, and an emphasis on special situations. The breadth of my background allows me to help investment firms and companies create value addressing the following areas: strategy, capital allocation/capital raising, KPIs (key performance indicators), financial reporting and analysis, and M&A opportunities.
Experience
Chief Financial Officer
Nov 2024 — Present
Education
University of Wisconsin-Madison
BBA, Finance and Accounting
2000 — 2004
CUNEF Universidad
Study Abroad
2003 — 2003
Skills
- Mergers & Acquisitions
- Entrepreneurship
- Venture Capital
- Strategy
- Trading
- Investment Banking
- Budgeting
- Management
- Equity Research
- Equity Capital Markets
- Investments
- Business Planning
- M&a Experience
- Ipo
- Wealth Management
- Series 65
- Capital Markets
- Forecasting
- Business Strategy
- Personal Financial Planning
- Analysis
- Asset Allocation
- Excel
- Financial Reporting
- Fixed Income
- Equity Valuation
- Financial Modeling
- Portfolio Management
- Mergers
- Due Diligence
- Hedge Funds
- Financial Advisory
- Equities
- Corporate Finance
- Investment Advisory
- Accounting
- Dcf
- Financial Analysis
- Google Analytics
- Asset Management
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