Nick Birnbaum

Advisor

2024 - Current

Founder

2023

Investor Relations

2024 - 2024

Venture Partner

2022 - 2023

Partner

2021 - 2022

Portfolio Manager

2021 - 2022

Analyst

2020 - 2022

- Created the research department; worked directly with various company management teams to conduct fundamental research. -Conducted daily, weekly, and monthly portfolio analyses to find additional alpha opportunities within the market. - Utilized derivatives to hedge out downside risk in the portfolio and lower volatility. - Successfully grew the portfolio by over 1400% since inception with a max drawdown of -21.63% (Thru December 2022). - Instrumental in conducting and creating research materials used for LP and public communication.

Advisor

2020 - 2022

Consultant

2018 - 2019

- Provided leadership and direction, overseeing the daily organization and scheduling of company events and workshops tailored toward specific client interests and needs. - Worked closely with customers to offer ideas related to business and operational strategies and customized management coaching based on the client’s focus. - Implemented a new electronic file management and CRM system to improve internal efficiency while documenting client and project information effectively.

Financial Advisor

2015 - 2018

- Developed key relationships with individuals and business owners to understand the customer’s financial goals and risk tolerance. - Analyzed client information and offered solutions to protect and grow investment and retirement accounts. - Educated customers on various investment options, cultivated customer relationships, and implemented investment strategies based on tax advantages and portfolio diversification. - Recipient of the Triple Crown Award based on exceeding specific sales metrics related to assets under management and portfolio size.

Director

2011 - 2015

- Oversaw the scheduling and production of commercial and documentary projects for both regional and Fortune 500 companies. - Managed the project scope from conception to completion, ensuring the client’s overall goals were achieved—negotiated contracts and timelines based on project specifications. - Recipient of the 2012 Mustache Film Competition Award for the work done in creating awareness for men’s health and cancer awareness.

Food Server / Trainer

2005 - 2011