Wanda Halpert is the President of Concord Business Plans. Since 1997, she has led teams of researchers and financial analysts in the preparation of over 500 senior level Business Plans for public and private companies.
Managing four global allocation portfolios at GFG Capital with assets over $1 billion. Managed a portion of the Stetson University endowment as a trustee and equity/fixed income analyst. Small Cap analyst KCM.
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Utilize technical / trend analysis in making decisions. I'm still learning, evolving, and utilizing the excellent community here to continue my development as a trader / investor. Any constructive feedback, positive or negative, is appreciated.
Managing Director, Stone Street Advisors LLC. Fundamental value equity research/analysis for institutional investors, HNWs, consultants. Born skeptic. Ex-credit IB'er, corp dev, Stern MBA'er, Long time horizon ideas.