David Adams
San Diego, CA (USA)
Role(s):
Sr Account Executive
World Trade Financial
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Investor
Location:
San Diego
Range:
Below $10k - $10 Mil
Investor Type:
Capital Broker
Accredited:
Yes
Description:
Funding Types:
- Equity Funding (VC, Angel, PE)
- Alternative/Creative Finance
- Secured Loan
Industries:
Investment Regions:
- United States
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MH
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Sr Account Executive
World Trade Financial
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Service Provider
Location:
San Diego
Description:
1) Processing stock certificates(144 & 144k Restricted & Free-Trading)
2) 15c2-11 filings
3) Private Placement of Debt & Equity
4) Retail brokerage services
5) Market-making capabilities in OTCBB, and Pink Sheet Securities
6) Introduction to Investor Relations/Public Relations (IR/PR) firms.
7) Introduction to SEC Registered Attorneys
8) Bridge Financing
9) Mergers & Acquisitions
10) Reverse Mergers
11) Private Equity Investments/Shell Acquisitions
12) 10b5-1 Executive Stock P
Services Provided:
- Capital Broker