Experienced finance and business development professional seeking portfolio management position
Greater New York City Area
- Past
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- Principal Sales Consultant at Rapt (acquired by Microsoft)
- Manager, Business Development at Trilogy Software
- Vice President at Mille Capital
- Associate, Strategic Planning at Salomon Smith Barney
- Senior Financial Analyst at American Express
- Research Analyst, Convertible Bonds at D.E. Shaw
- Business Analyst at Braxton Associates
- Education
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- Princeton University
- Loomis Chaffee School
- Connections
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366
connections
- Industry
- Financial Services
- Websites
Robert Tsai’s Summary
I'm interested in leveraging my analytical and financial skills in a portfolio management role.
Previously, I worked in investment banking and consulting for ten years in New York City, and in business development at Trilogy Software in Austin. Most recently, I was a Sales Consultant at Rapt, a software start-up that focuses on helping online media publishers improve yield through better pricing, inventory forecasting and analytics. Rapt was successfully sold to Microsoft, and I have decided to take some time off and pursue my goal of becoming a portfolio manager.
I have been trading my personal account for five years with the following results:
* Long only portfolio has grown at an Average Annual Return of 27.33% since inception (July 2003 to June 2008); results verified by Cake Financial (Social Investing Community)
* Long/short portfolio has returned 21.02% from Oct 7, 2007 to Jun 28, 2008, or 38.95% better than the S&P 500 Index; results verified by Covestor (Social Investing Community)
Robert Tsai’s Specialties:
Business development (partnerships, minority investments), mergers and acquisitions advisory, and solution selling (analyzing and articulating value propositions, return on investment)
Robert Tsai’s Experience
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Principal Sales Consultant
Rapt (acquired by Microsoft)
(Privately Held; 51-200 employees; Computer Software industry)
August 2006 — June 2008 (1 year 11 months)
Solution selling and consulting for price optimization software company focusing on online media space.
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Manager, Business Development
Trilogy Software
(Privately Held; 201-500 employees; Computer Software industry)
September 2004 — January 2006 (1 year 5 months)
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Vice President
Mille Capital
(Privately Held; 1-10 employees; Investment Banking industry)
1998 — 2002 (4 years)
Investment bank focused on mergers and acquisitions and private equity placements for business services industries, including telecom services, aerospace and defense, and software.
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Associate, Strategic Planning
Salomon Smith Barney
(Public Company; 10,001 or more employees; C; Investment Banking industry)
1997 — 1998 (1 year)
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Senior Financial Analyst
American Express
(Financial Services industry)
1996 — 1997 (1 year)
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Research Analyst, Convertible Bonds
D.E. Shaw
(Privately Held; 501-1000 employees; Financial Services industry)
1995 — 1996 (1 year)
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Business Analyst
Braxton Associates
(Partnership; 201-500 employees; Management Consulting industry)
1994 — 1995 (1 year)
Robert Tsai’s Education
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Princeton University
BA, Woodrow Wilson School, 1990 — 1994
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Loomis Chaffee School
1986 — 1990
Additional Information
Robert Tsai’s Websites:
Robert Tsai’s Interests:
soccer, tennis, skiing, Web 2.0, blogging, online media, technology
Robert Tsai’s Groups:
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Trilogy Alumni -
PrincetonEN Venture-Net -
Princeton Referral Network
Robert Tsai’s Contact Settings
Interested In:
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
