Jeffrey Fidelman

CEO | Principal Consultant
Greenwich, CT | New York, NY | Miami, FL
CFO/COOFinancial ModelingMarket SizingPrivate EquityValuationVenture Capital

About me

  • In 2015 Jeffrey founded Fidelman & Company, as a result of his diverse investment and entrepreneurial background.
  • Jeffrey’s investing experience began as a Partner at a VC in NYC and continued through his work with institutions and family offices seeking operational assistance with portfolio companies.
  • His banking experience includes working at Morgan Stanley, running their syndication group for Private Wealth Management, and HSBC, where he collaborated with internal partners to increase revenue within the bank’s Manhattan branches.
  • Jeffrey’s Real Estate experience includes co-founding a commercial/residential brokerage and working with a number of funding sources to provide short and long-term capital for real estate and other hard asset-based financings.
  • His start-up experience includes founding a crowdfunded gift registry, management consulting firm, and co-founding a commercial real estate residual value insurance company, and a start-up conference series.

Experience

Fidelman & Co. Principal

Oct 2015 – Present

  • Founded 2015
  • Advised over 100 clients
  • Management consulting, presentation advisory, & financial modeling

Toptal
Finance Advisor

Oct 2016 – Present

  • Financial Modeling
  • Business Strategy
  • Capital structure
  • Fundraising
  • Presentations

CFC Insurance Ltd. Chief Operating Officer

Nov 2016 – Nov 2018

  • Oversaw business development
  • Led team in successful partnerships

 

HSBC
Vice President, Wealth Management

Oct 2015 – Feb 2016

  • Collaborated with internal partners to raise revenue to the bank from retail branches

 

Morgan Stanley Portfolio Manager

Mar 2012- Oct 2013

  • Performed pre & post market trades
  • Initiated the international Client Advisor Program for Russia & Ukraine

Business Continuity