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Anthony Sotoca
@anthony_sotoca
Financial Advisor
Irlande
Français, Anglais, Italien
À propos de moi
I am a results-driven finance and investment professional with over 10 years of progressive experience across trade investment, financial advisory, and market analysis. I have expertise in portfolio management, risk mitigation, and financial strategy. I am adept at navigating global markets, providing client-focused financial solutions, and driving sustainable business growth through strategic market insights and disciplined risk management.
Compétences
Anthony Sotoca
hors ligne •
Voir mes services
Modélisation financière
I will offer fractional cfo services
Expérience professionnelle
Financial Adviosr
Credit Counsellor • Temps plein
Jun 2021 - Present • 4 yrs 11 mos
Managed diversified investment portfolios across multiple asset classes, consistently delivering returns exceeding benchmark performance. Conducted comprehensive market research and macroeconomic analysis to inform strategic investment decisions and identify emerging opportunities. Designed and executed bespoke investment strategies tailored to clients ’ financial objectives, time horizons, and risk tolerance. Continuously monitored portfolio performance, optimising asset allocations to enhance returns and manage downside risk. Conducted financial planning, forecasting, and variance analysis to support business decision-making. Evaluated investment risks, cash flow, and capital expenditures for corporate projects. Built and maintained detailed financial models to forecast company performance, cash flow, and profitability under various market scenarios. Conducted in-depth analysis of financial statements to assess business performance, identify trends, and support strategic decision-making. Prepared valuation analyses using DCF, comparable companies, and precedent transactions to support investment and budgeting decisions.
