Will Brokaw, CFA

Premium

San Francisco, California, US

Co-Founder at Vesti, Previously at Baker Street Advisors and ClearRock Capital
Will's Skills
Business Analysis
Capital Markets
Investor Relations
Sales
Business Analytics
Business Strategy
Product Management
Operations
Finance
Background

Startup Experience

First time founder

Age Group

25-35

About Will

Co-Founder of Vesti, a social network for investors where users chat with friends, discover stocks and share portfolios.

We are seeking a technical co-founder, advisors and angel investors to join our team. We have a prototype and are currently developing our minimum viable product.

Work Experience

Co-Founder

Vesti Social, Inc.

July 2020 - Today

Vesti is a social network for investors. Users can connect with friends to chat, research stocks and crypto, and follow their recent trades, portfolios and watchlists. Vesti is designed for social investors with seamless integration of market data and messaging. We provide a network for millions of Gen Z and millennials who are starting to prioritize investing and want to tap into the wisdom of their community. https://www.vestisocial.com/

Research Analyst

ClearRock Capital

July 2018 - June 2020

Analyst

Baker Street Advisors

January 2017 - June 2018

Education

Colorado College

BA in Economics and Business

2013 - 2016

London School of Economics (LSE)

Summer Program, Corporate Finance and Capital Markets

2016 - 2016

Certification

Chartered Financial Analyst (CFA)

CFA Institute

Series 65

FINRA

Financial Modeling and Valuation

Wall Street Prep