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Stephen I Location
Miami, FL, US
Stephen I Work
2026 -now Managing Partner and Founder @
2023 -now Board Member @
2021 -now Board Member @
2017 -now Managing Partner and Founder @
2020 -now Co-Founding Partner @
2023 -2025 Board Observer @
2017 -2018 Board Member @
2017 -2018 Interim President @
2013 -2016 Managing Director, Consumer and Retail Investment Banking @
2011 -2013 Analyst, Consumer and Retail Investment Banking @
2010 -2011 Financial Analyst @
Stephen I Education
Bentley University
Bachelors (Economics-Finance, Minor in Accounting)
2005-2010
London School of Economics and Political Science
Study Abroad (Economics)
2010-2010
Stephen I Skills
Financial Structuring
Proposal Preparation
Problem Solving
Stressful Situations
Leadership
Business Planning
Valuation
Financial Modeling
Mergers & Acquisitions
Strategic Planning
Analysis
Corporate Finance
Financial Analysis
Portfolio Management
Equities
Fixed Income
Wealth Management
Private Equity
Venture Capital
Investments
Due Diligence
Bloomberg
Strategy
LBO
Finance
DCF
Mutual Funds
Equity Research
Investment Banking
Hedge Funds
Alternative Investments
Capital Markets
Financial Advisory
Business Valuation
Capital IQ
Emerging Markets
Equity Valuation
Bloomberg Terminal
Investor Relations
Series 7
Securities
M&A experience
Corporate Development
Microsoft Excel
Management
Microsoft Office
Accounting
Financial Reporting
PowerPoint
Analytical Skills
Stephen I Summary
Stephen I, based in Miami, FL, US, is currently a Managing Partner and Founder at Human Health Platform. Stephen I brings experience from previous roles at Sanguina, Inc., Terra Kaffe, Veritus Holdings and The Seed Lab. Stephen I holds a 2005 - 2010 Bachelors in Economics-Finance, Minor in Accounting @ Bentley University. With a robust skill set that includes Financial Structuring, Proposal Preparation, Problem Solving, Stressful Situations, Leadership and more. Stephen I has 2 emails on RocketReach.
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