Oaklins DeSilva+Phillips
Samuel Bernstein has a comprehensive work experience. Samuel recently joined Oaklins DeSilva+Phillips as an Investment Banking Analyst in June 2022. Prior to that, they worked as an Investment Banking Intern at Cambridge Wilkinson from September 2021 to December 2021. In 2021, Samuel also served as a Summer Investment Analyst at SoundBoard Venture Fund from May 2021 to September 2021. Additionally, they gained experience as a Summer Research Intern at SoundBoard Venture Fund from May 2020 to September 2020. Before their venture capital experience, Samuel co-created and produced the Spotlight Podcast at WNYU Radio from August 2019 to January 2020. Samuel also had a role as a Summer Finance Intern at Argentic Investment Management LLC in June 2019 and worked as a Summer Intern in the Financial Advisory Group at Strategies for Wealth in June 2018.
Samuel Bernstein completed their education with a Bachelor of Science degree in Finance and Computing/Data Science from NYU Stern School of Business, from 2018 to 2022. Prior to that, they attended Rae Kushner Yeshiva High School from 2013 to 2017, although no specific degree or field of study is mentioned for their high school education. In terms of additional certifications, Samuel obtained various certifications from LinkedIn, including Corporate Finance Foundations, Financial Modeling and Forecasting Financial Statements, Investment Evaluation, Learning Data Science: Understanding the Basics, The Data Science of Sports Management, with Barton Poulson, Excel 2016: Introduction to Formulas and Functions, and Excel: PivotTables for Beginners. Samuel also obtained the Securities Industry Essentials (SIE) certification from FINRA in March 2023.
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Oaklins DeSilva+Phillips
Oaklins DeSilva+Phillips is an investment bank for clients that operate at the intersection of content, technology and services. This includes enterprises operating within the media, advertising & marketing, education, healthcare, information services and technology sectors. Over 25 years, clients have included Advance Publications/Condé Nast, Deutsche Börse Group, Elsevier, Hachette, JP Morgan Partners, Microsoft, The New York Times, Time Inc., TPG and Wasserstein & Co., among others. The firm is the TMT practice co-head and industry specialist in Oaklins, the world’s largest and most successful M&A advisory organization in the mid-market, with over 800 investment banking professionals in 45 countries. At Oaklins, we are passionate about M&A. It’s what we do, every day. We give nothing but our very best to do justice to the extraordinary effort our clients put into their businesses. Our partnership with our clients works because we both believe in never settling until we deliver excellence. Coming from every corner of the world and with a diverse range of backgrounds, together we are one global team. The world’s most experienced advisor on mid-market deals. United by a strong belief that we can achieve the extraordinary. Oaklins is a global team of 850+ financial advisory professionals in 45 countries providing M&A, growth equity, ECM, debt advisory and corporate finance services to support entrepreneurs, corporates and investors in reaching their goals. Oaklins DeSilva & Phillips LLC is an independent firm which offers financial advisory services. It is a member of Oaklins International Inc., which comprises a number of firms around the world which are all separately constituted and regulated according to their local laws. Oaklins is a trade name owned by Oaklins Swiss Verein and licensed to Oaklins International Inc. They do not provide any financial advisory services themselves. Please refer to Oaklins.com for legal notices.