Summary
Overview
Work History
Education
Skills
Timeline
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Kenny DePrez

Seattle,WA

Summary

Versatile Web3 Valuation Associate at Carta, adept in valuation methodologies and maintaining meticulous attention to detail. Exceptional success at leading both his own industry vertical and individuals into financial growth. Researches tirelessly using latest technology and decisively guides clients in financially sound directions. Spearheaded high-stakes projects at ComStock Advisors, enhancing client relationships through exceptional analytical support.

Overview

6
6
years of professional experience

Work History

Web3 Valuation Associate

Carta
07.2022 - Current
  • Head of Web3 valuation team, successfully navigating organizational transitions while maintaining employee morale and engagement.
  • Developed Web3 valuation models including native token, blockage, and token DCF models to accommodate unique client needs.
  • Created interactive 409A "one-pager" document for customers, driving increase in satisfaction survey.
  • Maintained a strong understanding of industry trends and legal developments.
  • Managed multiple projects simultaneously under tight deadlines while maintaining a focus on accuracy and attention to detail.
  • Conducted periodic reviews of existing valuations, ensuring consistency with changing market conditions and regulatory requirements.
  • Presented findings to senior management, effectively communicating key insights and strategic recommendations.
  • Host weekly office hours for junior analyst, providing technical assistance and feedback.
  • Provided in-house training to new employees on various valuation methodologies.

Senior Analyst

ComStock Advisors
10.2018 - 06.2022
  • Specialized in ESOP and Gift & Estate valuations for privately held companies. Determined fair market value of company stock for ESOP transactions, ensuring compliance with regulatory standards. Evaluated assets transferred as gifts or inheritance for tax planning purposes.
  • Played a pivotal role in the successful completion of high-stakes projects by providing crucial analytical support and insights.
  • Conducted due diligence on engagements and presented findings to investors.

Regional Sales Associate

Touchstone Investments
05.2018 - 10.2018
  • Developed strong relationships with key industry influencers, increasing brand visibility and credibility within the market.
  • Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
  • Participated in ongoing training sessions to stay current on industry trends and best practices in marketing inside sales techniques.

Education

Bachelor of Science - Finance

Xavier University
Cincinnati, OH
05.2018

Skills

  • Valuation Methodologies
  • Innovative problem-solving
  • Complex Problem-Solving
  • Attention to Detail
  • Customer interaction
  • Flexible and adaptable
  • MS Office

Timeline

Web3 Valuation Associate

Carta
07.2022 - Current

Senior Analyst

ComStock Advisors
10.2018 - 06.2022

Regional Sales Associate

Touchstone Investments
05.2018 - 10.2018

Bachelor of Science - Finance

Xavier University

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Kenny DePrez