How I can help you

General Partner, 10/2017 to Present

Charlotte Consultant Services - Charlotte, NC

  • Created business plans & financial forecasts/models for small businesses integrating economic data

 

Financial Advisor, 10/2017 to Present

WealthPlan Financial Group - Charlotte, NC

  • Only advisor in NC to deliver personal/business financial plans/services for small biz owners
  • Created & maintain 6 custom portfolios based on own proprietary research

 

Financial Advisor, 10/2016 to 10/2017

Waddell & Reed - Charlotte, NC

 

Portfolio Manager/Senior Analyst, 10/2002 to 06/2016

Brecken Capital LLC - New York, NY

  • Acted as sole manager, idea generator & trader in fund
  • Achieved superior returns via portfolio focused on tax advantage investments
  • Exposed multiple instances of account irregularities at public companies
  • Published research on oil data distortions at EIA/IEA proving inventory overstatement 
  • Published audio interview detailing Federal Reserve policy’s role on asset price distortion
  • Maintain detailed earnings & CF models for various companies in fund
  • Lead financial/energy contributor to OilPrice.com with over 40 articles written

 

Senior Technology Analyst, 06/1999 to 12/2001

Feirstein Capital LLC - New York, NY

  • Lead equity research & idea generation for $1B growth Fund
  • Generated Over $120M in asset appreciation for fund
  • Extensive interaction with senior management of various public companies
Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Technology & IT Services

Industry Experience
  • Banking, Financial Services and Insurance
  • Homeowner Services/Home Improvement
  • Consulting, Research and Business Services

Education

MBA/BS: Finance/Information Systems...New York University Stern School of Business


Leonard Brecken Score

Communication Methods

  • In Person