Z. Teresa Strassner
New York
Summary
Accomplished leader with a proven track record of the American Dream, building an investment bank from scratch, managing significant global commodity transactions. Expert in financial analysis and valuations, coupled with exceptional strategic planning skills. Spearheaded major deals, including a $20mm company sale, and nearly a $50mm trade finance package.
Overview
9
9
years of professional experience
Work History
President
Vantage Financial
09.2018 - Current
- Built multiple 7 and 8 figure portfolios for asset management clients
- Advised Public company LEIC in as de facto outsourced Director of M&A
- Advised billion dollar private equity firm Nobel Partners in reviewing and structuring over 1200 investment opportunities
- Manage global commodity transactions up to the low 9 figures (notably the sale of Aluminum from Southeast Asia through Hong Kong and into China)
- Co-Authored article on international business ethics and value in China "Principles of Chinese Business Success," with B. Laird Chen
- Average a 117% return of taxes paid in corporate tax filings
- Led Sale of $20mm dollar distribution company with Strategic Partner
- Wrote investment thesis on dental roll-up for DSO in the pacific northwest
- Organized Trade finance packages of $48 million for global oil transactions
- Performed Enterprise Valuations, DCF valuations for Healthcare, Government Contractor, Tech, and global distribution companies
- Led 3 different regD cap raises.
Research Coordinator
Institute For Community Resarch
08.2015 - 09.2017
- Youngest Field Director of the National Youth Count Study, where I recruited over 100 volunteers and trained them in data collection
- Youngest Research Coordinator
- Developed Quantification metrics for coding of qualitative data
- Created training manuals for trauma-informed data gathering and interviewing towards highly sensitive populations of homeless children
Education
Bachelor of Arts - Musicology And Ethnomusicology
University of Hartford
West Hartford, CT01.2016
Bachelor of Arts - Qualitative Data Analysis
University of Hartford
West Hartford01.2016
Skills
- Underwriting
- Financial Analysis and Valuations
- Negotiations
- Capital Stack Arrangements
- Financial Modeling
- Strategic Planning
- Operational Organization and Project Management
Community Projects
- Youth Advocate at transitional housing programs
- Peer Support for Entrepreneurs with learning disabilities and mental illness
- Accounting and Sales consulting for spiritual based community businesses
- Co-founded sustainable mushroom farm
- Youngest elected Sector Representative for the southeast neighborhood of Hartford
- Youngest Team Lead for Hartford's participatory budgeting program in its debut year
- Teach post-Shacharit Torah Class at shul each week
- Secured $18mm in funding for shul expansion, and acquisition / renovation of new location
- Created and coordinate shul's food drive on Sundays
- Tutor chess to aspiring young players.
Affiliations
- Novara - RIA / Series 65
- Spartan Capital - Registered Broker Dealer
Timeline
President
Vantage Financial
09.2018 - Current
Research Coordinator
Institute For Community Resarch
08.2015 - 09.2017
Bachelor of Arts - Musicology And Ethnomusicology
University of Hartford
Bachelor of Arts - Qualitative Data Analysis
University of Hartford
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