OVERVIEW

ANALYST
PREP
PROGRAM

Investment Banking
Training Program

212 TOTAL PROGRAM HOURS

2023

ROMEROMENTORING.COM
ABOUT
ROMERO MENTORING
Since 2016, Romero Mentoring has delivered finance career
mentoring programs to students and professionals. We've helped
over 500 students start their careers in finance through our
Analyst Certification Program, with over 90% of them having
received full-time job offers from top banks and consulting firms.

15,000 Mentoring & Training Hours OUR VALUES

700 Trained Professionals and Students
127 Hours of Professional Training Content Truth and Integrity Learning obsession
25 Courses in the Field of Finance and Investing Professionalism Innovate, always improve
Humility Helping by serving others
Accountability Community
MISSION
Our mission is to use education to make the world a better place. STUDENT TESTIMONIALS
We focus on improving financial literacy to empower and prepare
students for the competitive world of finance on Wall Street. ANDREA HOYOS ARTURO RODRIGUES
Dalhousie University
Our priority is to provide exceptional training and a hands‐on internship ANALYST
University of California, Los Angeles
SUMMER ANALYST
experience not found anywhere else. PSP Investments Blackstone
The program far outweighed my expectations. I One of the values that Romero Mentoring brings
really found the mentoring part the most is selecting the right information from the
valuable, having someone to guide you through perspective of an industry professional. Mr.
the process and really dedicate time to you Romero speaks from his own experience and

WHERE
specifically on one-on-one training. During the carefully points out what is actually useful to
internship part of the program, I was able to pursue a career in finance. The pure finance-

OUR
enhance the technical skills necessary to related information can be found in books but it
complete company valuation, analysis and will not be from the perspective of Mr. Romero
recommendation conclusions. After learning where he brings to you what he learned over the
ALUMNI those skills and learning how to build and
analyze companies, I was able to apply those
years. I found to be particularly useful are the
case studies which allow me to train my modeling

WORK skills when doing the internship, completing

analyses on a variety of companies by myself.
skills while receiving feedback on it later.

ANALYST PREP PROGRAM OVERVIEW 2

OUR VALUE PROPOSITION
Get results from our training, finance internship, mentorship and career
portal access to expedite your career guaranteeing your success

PARTICIPANT’S BENEFITS
TRAINER LED CLASSROOM
Positive ROI saving you time and money to pursue
$100k plus careers with the help of a professional
FINANCIAL MODELING
ASSIGNMENTS experts

+
Increase productivity by learning accounting,
PERSONALIZED
BUSINESS CASE STUDIES corporate finance, excel, industry knowledge, and
attention to detail skills

ELEARNING Create investment analysis and senior management

presentations

CERTIFICATION
Solve recruitment challenges with our Analyst Prep
Program and access to our career portal

ANALYST PREP PROGRAM OVERVIEW 3

ABOUT THE
ANALYST PREP PROGRAM
Certified Investment Banking Career Program
Our certification program is designed to equip students with the necessary
professional skills needed to become top performers on the job. Our goal is to
help you become a first-rate professional to pursue six-figure careers and CERTIFIED ANALYST
increase your future earnings potential.

Total professional training hours: 127

Total assignment & work hours: 85
Total program hours:212
Duration: 15 Weeks

Our Investment Banking Career Program Certification

Analyst Prep Certification: The Analyst Prep Program consists of 212 hours
of professional training in the following areas: Accounting, Excel, financial
statements analysis, financial modeling, leveraged buyout, mergers &
acquisitions, company valuation, strategic analysis, and investment
research.

Certification Award
Digital certification hosted on Basno.com for employers to verify. Also to be
showcased on LinkedIn profile under “Licenses & certifications”.

Printable certification provided by Romero Mentoring

VERIFIABLE BY EMPLOYERS

ANALYST PREP PROGRAM OVERVIEW 4

ANALYST PREP CAREER
PROGRAM EXPERIENCE
A 15-week structured online program offering participants a rotational experience not found anywhere else.

Learn the technical and soft skills applied on the job by investment banks, hedge funds, private equity, and
venture capital professionals.
CERTIFIED
Who this program is for: ANALYST
College students and incoming interns looking to become top performing finance experts

1 TECHNICAL SKILLS 2 HANDS-ON EXPERIENCE 3 INTERNSHIP 4 REBRANDING & RECRUITING

Investment Banking Sell-Side Investment Analyst Buy-Side Relevant Professional Experience Recruit for $100,000+ Career
Training Training Opportunities
Project assignments:

Business Fundamentals Corporate Spinoff & LBO Investment Presentation Interview Prep

Financial Modeling Investment Analysis Private Equity Acquisition Recruiting Video

Corporate Valuation Tesla Investment Case Strategic Consideration Job Application Strategy

Technical Analysis Company Valuation LinkedIn Profile

Leveraged Buyout Equity Research and More Resume Review

Mergers & Acquisitions Mentoring & Networking

Duration: ~3 weeks Duration: ~3 weeks Duration: ~7 weeks Duration: ~2 weeks

Gain practical, hands-on experience

GOAL Develop a solid foundation of technical GOAL GOAL Develop the real skills top investment GOAL Become the 1% of high-performing
with real-world case study
skills available only to investment banks and consultant firms seek in finance professionals with a six-figure
assignments performed by
banking working professionals. candidates. plus income earning potential.
professionals working at top firms.

ANALYST PREP PROGRAM OVERVIEW 5

WHAT WILL ROMERO MENTORING
GRADUATES BE ABLE TO DO?
Our program will equip you with the essential skills necessary to a become high performing financial expert.

Upskill yourself and increase BUY-SIDE INVESTMENT CASE STUDY CORPORATE SPIN-OFF CASE STUDY

productivity to increase your earnings

potential

For example, participants will be able to build management

presentations that include:
Situation Overview
Company Profile
Product & Services
Economic Indicators
Industry Market Size
Risk Factors
Competitive Analysis
Income Statement Projections
Balance Sheet
Cash Flow Statement
Comparable Trading Analysis
Discounted Cash Flow
Mergers & Acquisitions
Strategic Analysis
Investment Recommendation

ANALYST PREP PROGRAM OVERVIEW 6

OUR ANALYST PREP PROGRAM
CURRICULUM
INVESTMENT BANKING OPTIONAL TRAINING INCLUDED:

TRAINING CURRICULUM INVESTMENT ANALYST

TRAINING CURRICULUM
MODULES

1. Business Fundamentals MODULES

2. Financial Statements Modeling 1. Introduction To Stock Investing Strategies

3. Corporate Valuation 2. Event-Driven Investing Strategy

4. Technical Analysis 3. Alpha Stock Growth Strategy

5. Leveraged Buyout Modeling 4. Price Action & Scanning for Opportunities

6. Mergers & Acquisitions Modeling 5. Introduction to Technical Analysis

7. Corporate Spin-off, eBay PayPal 6. Stock Market Sentiment

8. Amazon Investment Case Study 7. Introduction to Valuation

9. Domino’s Pizza Investment Case Study 8. Performing Due Diligence

10. Walmart Investment Case Study 9. Introduction to Options

11. FedEx Investment Case Study 10. Portfolio and Risk Management

12. Chipotle Investment Case Study

US Average Starting Salary Romero Mentoring Average
13. Express LBO Case
of College Class of ‘20 Student Starting Salary

14. Caterpillar Investment Case Study

$55,260 $120,000
15. Career Development

INVEST Are you diversifying your starting salary risk?

IN
YOURSELF Invest in a professional skill program today.

ANALYST PREP PROGRAM OVERVIEW 7

INVESTMENT BANKING
TRAINING CURRICULUM
Fourteen modules with 108 hours of professional training content designed to teach you the MODULE 2
fundamentals and real skills applied on the job by professionals in investment banking,
consulting, private equity, asset management, and at hedge funds. Financial Statements Modeling
Prerequisite: Module 1
Duration: 6h 53m
MODULE 1
Assignment: Financial statements model

Business Fundamentals The Financial Statements Modeling lectures are essential and the fundamental building block to
analyzing a company. Students will learn how to build a dynamic financial statement model from
Prerequisite: None scratch using real case studies, blending accounting, finance, and Excel skills.
Duration: 3h 47m
Assignment: Excel and research Topics Covered: Modeling best practices, analyzing SEC filings & management presentations,
financial statement flows & projections, earnings per share assumptions and diluted shares,
The Business Fundamentals lectures are designed to teach students the soft and technical skills depreciation and amortization schedules, error proofing your model, and much more.
Wall Street professionals apply on the job. The course uses current and practical case studies to
bridge the gap between theory and real world practicality. By the end of the training modules,
students will be able to build practical financial statements and valuation models, identify important
chat patterns, determine if a stock is undervalued or overvalued, and much more.

Topics Covered: Introduction to accounting principles, financial statements explained, Excel crash MODULE 3
course, performing due diligence, and much more.
Corporate Valuation
Prerequisite: Modules 1 & 2
Duration: 5h 17m
Assignment: Valuation methodologies

The Corporate Valuation lectures explore common

valuation techniques used by Wall Street professionals to
value companies. The lecture has been designed with “on
the job” experience. The primary focus of this module is to
teach students the practical applications of theoretical
methodologies. In our case study, we will value the target
company and determine whether it is over or undervalued
CUSTOM DESIGNED TRAINING PLATFORM by the market.

Topics Covered: Overview of valuation methodologies and

concepts, building comparable company analysis,
choosing the appropriate set of comps, key benefits &
challenges, sources of public information, calculating
equity & enterprise values, treasury stock method, and
calculating Last Twelve Months (LTM).

ANALYST PREP PROGRAM OVERVIEW 8

INVESTMENT BANKING TRAINING CURRICULUM CONTINUED

MODULE 4 MODULE 6

Technical Analysis Mergers & Acquisitions Modeling

Prerequisite: Modules 1, 2 & 3 Prerequisite: Modules 1, 2, 3, 4 & 5
Duration: 1h 31m Duration: 5h 33m
Assignment: Identifying chart patterns Assignment: M&A model

The Technical Analysis lectures explore how The Mergers and Acquisitions lectures explore the impact, on a pro‐forma basis, of a merger on a
professionals apply forecasting of future financial price company. The module will explore the fundamental concepts of Mergers and Acquisitions, and how
movements based on the examination of past price to effectively analyze a potential merger or acquisition. What makes a company a good target? Why
movements. Students learn to identify important price would a company make an acquisition? Will the transaction be accretive or dilutive? These are some
patterns that help with predicting price moves. of the key questions Investment Bankers deal with on a daily basis. Students will create a complete
Technical analysis uses a wide variety of charts that merger model done by Wall Street professionals to analyze considerations, leverage, and whether
show price over time. the transaction is accretive or dilutive.

Topics Covered: Support & resistance, double tops & Topics Covered: Accretion/dilution analysis, affordability analysis, purchase accounting overview,
bottoms, volume, pivot points, supply & demand, and creation of goodwill and write‐ups, sources & uses of funds, opening balance sheet & purchase
market psychology. accounting adjustments, credit rating considerations, M&A transaction considerations (stock vs.
cash, social issues, etc.), asset vs. stock purchase, and tax deductibility of goodwill.

MODULE 5
MODULE 7
Leveraged Buyout Financial Modeling
Corporate Spinoff - eBay PayPal
Prerequisite: Modules 1, 2, 3 & 4
Duration: 6h 2m Prerequisite: Modules 1, 2, 3, 4 & 5
Assignment: LBO model Duration: 6h 46m
Project assignment: LBO model
A Leveraged Buyout is a fundamental, yet complex acquisition commonly used in the Private
Equity industry. We will take a look at the fundamental concepts, benefits, and drawbacks of a The Corporate Spinoff case study examines eBay’s board of director’s decision to spinoff PayPal in
Leveraged Buyout. We will understand how to effectively analyze a Leveraged Buyout by building July 2015 in a deal worth ~$48 billion. The decision has made eBay less competitive. Since the
a fully consolidated model. We will further analyze the fundamental impact of such a transaction PayPal spinoff, eBay’s stock price has unperformed the technology QQQ ETF, PayPal stock, and its
and calculate the expected return to an investor. Lastly, we will spend time interpreting the biggest competitor, Amazon. We analyze the board's reasons behind splitting the two businesses.
variables and wide array of financing structures to understand how to maximize IRR. We also explore a potential $63 billion leveraged buyout of eBay by building an LBO model and
performing due diligence.
Topics Covered: What makes a good LBO candidate, concept of value creation via de‐leveraging,
operational improvements and multiple expansion, sources of funding for an LBO, purchase price Topics Covered: eBay’s financial & stock price performance analysis, eBay’s $22.7 billion shares
determination, sponsors equity and internal rate of return (IRR) – how to maximize IRR, buyback program, eBay’s $48 billion PayPal spinoff, corporate spinoff transaction, our $61 billion
mechanics of constructing an LBO model, constructing an LBO model for the case company, LBO dollar theoretical leveraged buyout modeling exercise, company valuation analysis, performing due
strategies & concepts, debt paydown vs. operational growth, sources of capital (Term Loans, diligence, and much more.
Mezzanine Debt, PIK Securities), goodwill assumptions, purchase price consideration, full‐scale
Leveraged Buyout analysis, pro‐forma income statement, pro‐forma cash flow statement, balance
sheet adjustments, pro‐forma balance sheet, and much more.

ANALYST PREP PROGRAM OVERVIEW 9

INVESTMENT BANKING TRAINING CURRICULUM CONTINUED

MODULE 8 MODULE 10

Amazon Investment Case Study Walmart Investment Case Study

Prerequisite: Modules 1, 2, 3, 4 & 5 Prerequisite: Modules 1, 2, 3, 4 & 5
Duration: 13h 16m Duration: 11h 2m
Project assignment: Valuation & presentation Project assignment: Valuation & presentation

In 2020, Amazon.com, Inc. (AMZN) stock price increased This live case study teaches, in real time, how a market professional applies modeling, valuation and
~24% year-to-date outperforming most of the stock market technical analysis techniques to value a business. Students learn how to apply judgment and solve
by about 36 percentage points. This live case study covers difficulties that may present itself when valuating public companies. Walmart, Inc. (WMT) stock is up
key fundamental events that caused Amazon's stock price to ~10% since January 2019 due to a stable US economy and strong job market. Is Walmart stock fairly
increase. We also discuss valuation analysis to determine if priced or is the market mispricing expectations?
the stock price is currently undervalued or fairly valued by
the market. Finally, we determine if the stock is a buy or sell Topics Covered: Case introduction, due diligence, build case financial statements model, test
and the potential upside or downside for the remainder of scenarios, troubleshoot a model, corporate valuation, technical analysis, investment conclusion, and
the year. much more.

Topics Covered: Performing due diligence, company

business overview, financial statements modeling,
discounted cash flow analysis, football field analysis,
investment recommendation, price targets, and much more. MODULE 11

FedEx Investment Case Study

Prerequisite: Modules 1, 2, 3, 4 & 5
MODULE 9 Duration: 11h 32m
Project assignment: Valuation & presentation
Domino’s Pizza Investment Case Study
The 2019 FedEx Corp. (FDX) investment case teaches students, in real time, how a market
Prerequisite: Modules 1, 2, 3, 4 & 5 professional applies modeling, valuation and technical analysis techniques to value a business.
Duration: 14h 2m Students learn how to apply judgment and solve difficulties that may present itself when valuating
Project assignment: Valuation & presentation public companies. Fedex Corp. stock was down ~40% since November 2018 due to lower growth
expectations. Is FedEx stock fairly priced or is the market mispricing future value?
The 2020 Domino's Pizza, Inc. (DPZ) investment case teaches, in real time, how a market
professional applies modeling, valuation and technical analysis techniques to value a business. Topics Covered: Case introduction, due diligence, build case financial statements model, test
Students learn how to apply judgment and solve difficulties that may present itself when valuating scenarios, troubleshoot a model, corporate valuation, technical analysis, investment conclusion, and
public companies. Domino's stock was up ~18% in 2019. Is DPZ stock fairly priced or is the market much more.
mispricing future value?

Topics Covered: Case introduction, due diligence, build case financial statements model, test
scenarios, troubleshoot a model, corporate valuation, technical analysis, investment conclusion,
and much more.

ANALYST PREP PROGRAM OVERVIEW 10

INVESTMENT BANKING TRAINING CURRICULUM CONTINUED

MODULE 12 MODULE 14

Chipotle Investment Case Study Caterpillar Investment Case Study

Prerequisite: Modules 1, 2, 3, 4 & 5 Prerequisite: Modules 1, 2, 3, 4 & 5
Duration: 13h 54m Duration: 10h 24m
Project assignment: Valuation & presentation
The 2016 Caterpillar stock case study explores valuation techniques commonly used by Wall
The 2018 Chipotle Mexican Grill, Inc. (CMG) investment case teaches students how a market Street professionals. The topics covered provide practical application of the standards and
professional applies modeling, valuation and technical analysis techniques to value a business. methods professional analysts apply on the job. Caterpillar stock price had increased 52%
Students learn how to apply judgement and solve difficulties that may present itself when valuating from September 2015 – February 2017. The expectation of tax cuts, infrastructure spending,
public companies. and a positive economic plan by the Trump administration had a positive impact on the overall
market which benefited Caterpillar stock price. Was Caterpillar stock price a buy or sell
Topics Covered: Case introduction, due diligence, build case financial statements model, test opportunity back in February 2016?
scenarios, troubleshoot a model, corporate valuation, technical analysis, investment conclusion,
and much more.
Topics covered: Case introduction, due diligence, build case financial statements model, test
scenarios, trouble shoot model, corporate valuation, technical analysis, investment
conclusion, and much more.
MODULE 13

Express LBO Case MODULE 15

Prerequisite: Modules 1, 2, 3, 4 & 5 Career Development

Duration: 5h 20m
Project assignment: LBO modeling Prerequisite: Modules 1, 2, 3, 4 & 5
Duration: 3h 3m
The 2017 Express LBO case study explores Leveraged Buyout techniques commonly used by Assignment: Resume building and mock interview
Private Equity and Wall Street firms. The topics covered provide practical application of the
standards and methods a practitioner needs to be a top-performer. Students will build an LBO The Careers in Finance module will give you an overview of career opportunities in the competitive
financial model on apparel retailer Express, Inc. The case study will explore leverage ratios and field of finance. The module explores careers in investment banking, consulting, private equity,
potential return on investment to determine if the company is a good LBO target. hedge funds, and venture capital. We provide a roadmap to help students prepare for the rigorous
recruiting experience for entry-level positions.
Topics Covered: Excel best practices, performing due diligence, sources & uses, pro-forma
balance sheet, credit ratios, IRR calculation, and much more. The Resume Workshop module shows you how to construct and format your resume for careers in
finance based on best practices. By the end of this module, you will understand the important
sections of a resume and how to develop your bullet points to illustrate your achievements,
responsibilities, contribution to the team, and your value to the organization.

The Interview Prep module will provide you with guidance on how to prepare for upcoming
interviews for careers in investment banking, hedge funds, equity research, consulting and other
areas within finance. By the end of this module, you will be able to break down the interview into
sections to help you answer questions during the interview with confidence.

Topics Covered: Career opportunities in finance, student roadmap, writing a resume, interview
prep, and much more.

ANALYST PREP PROGRAM OVERVIEW 11

 OPTIONAL TRAINING:

INVESTMENT ANALYST
TRAINING CURRICULUM
MODULE 2
Ten modules and 14 hours of professional training content designed to teach you the
fundamentals of stock investing applied by professionals in hedge funds, trading firms, and Event-Driven Investing Strategy
asset management.
Prerequisite: Module 1
Duration: 0h 50m
MODULE 1
The Event-Driven Investing Strategy module will give you a clear presentation of our event-driven
Introduction To Stock Investing Strategies strategy and a deep dive into our stock selection criteria by reviewing the examples that we provide.
By the end of this module, you will have a solid foundation and understanding of what key variables
Prerequisite: Investment Banking Training curriculum to pay attention to, the importance of shares outstanding, float, performing due diligence, and using
Duration: 1h 15m our case study to help you recognize potential opportunities.

The Introduction to Stocks module will give you a general overview of the concepts that will be Topics Covered: Event-driven strategy, important measurable variables for the strategy, analyze 13
explored deeper throughout this course. By the end of the module, you will have a better case study examples, performing due diligence on event-driven opportunities, and much more.
understanding of stocks, market history, asset class performance, our event-driven and alpha stock
growth investing strategies, and our stock phase model.

Topics Covered: What is a stock?, asset class performance, event-driven investing strategy, alpha
growth investing strategy, market history, our stock phase model, and much more. MODULE 3

Alpha Stock Growth Strategy

Prerequisite: Modules 1 & 2
Duration: 1h 33m

The Alpha Stock Growth Strategy module will give you a

clear understanding of our alpha stock growth investing
strategy and a deep dive into our stock selection process
reviewing our 10 case study examples. By the end of this
module, you will have a solid understanding of what key
variables to pay attention to like shares outstanding, price
action, and earnings reports. You will use the case study
examples provided to help you better recognize and
understand what to look for when you come across a
potential alpha stock opportunity.

Topics Covered: Alpha stock growth strategy, important

measurable variables for this strategy, price action and
earnings reports, analyze 10 case study examples, perform
due diligence on potential alpha stock opportunities, and
much more.

ANALYST PREP PROGRAM OVERVIEW 12

INVESTMENT ANALYST TRAINING CURRICULUM CONTINUED

MODULE 4 MODULE 6

Price Action & Scanning for Opportunities Stock Market Sentiment

Prerequisite: Modules 1, 2 & 3 Prerequisite: Modules 1, 2, 3, 4 & 5
Duration: 0h 20m Duration: 0h 28m

The Price Action & Scanning for The Stock Market Sentiment module will give you an understanding of stock market sentiment to
Opportunities module will give you a assess the overall attitude of investors towards the stock market. We will cover economic data,
practical process to follow when using price sector spider index performance and apply a top-down methodology approach. By the end of this
action to identify potential alpha stocks and module, you will have a better understanding of market sentiment to further comprehend market
building your watch list. By the end of this environments.
module, you will have a solid understanding
of price action, how to scan for Topics Covered: Market sentiment indicators, top-down methodology to navigating the markets,
opportunities, and how we use our Alpha important economic data, and much more.
stock checklist to improve your stock
selection.

Topics Covered: Price action and how to

recognize it, scan for opportunities, build MODULE 7
and categorize your watch list, have a set of
criteria to improve your stock selection. Introduction to Valuation
Prerequisite: Modules 1, 2, 3, 4, 5 & 6
Duration: 1h 38m
MODULE 5
The Introduction to Valuation module explores common valuation techniques used by Wall Street
Introduction to Technical Analysis professionals to value companies. Our Facebook and Tesla examples will give you a deeper
understanding of sales and PE multiple valuations to help you come up with your own price targets.
Prerequisite: Modules 1, 2, 3 & 4 By the end of this module, you will be able to assess a company growth profile and apply trading
Duration: 0h 52m multiples to calculate your own price targets.

The Introduction to Technical Analysis module will give you an understanding of technical Topics Covered: Company valuation methodologies, sales & PE trading multiple valuations, arrive at
analysis, reading charts, and how to apply technical concepts to identify potential Alpha stock our own price target, Equity Value & Enterprise Valuations, and much more.
opportunities. By the end of this module, you will have a better understanding of how we use
technical analysis to identify opportunities.

Topics Covered: Technical analysis, Fibonacci levels, Gartley pattern, market psychology, moving
averages, and much more.

ANALYST PREP PROGRAM OVERVIEW 13

INVESTMENT ANALYST TRAINING CURRICULUM CONTINUED

MODULE 8 MODULE 10

Performing Due Diligence Portfolio and Risk Management

Prerequisite: Modules 1, 2, 3, 4, 5, 6 & 7 Prerequisite: Modules 1, 2, 3, 4, 5, 6, 7, 8 & 9
Duration: 0h 33m Duration: 0h 51m

The Performing Due Diligence module will show The Portfolio and Risk Management module will give you a better understanding of portfolio and risk
you practical steps to perform due diligence on management. We also use our education portfolio to apply portfolio and risk management principles
Alpha stocks. Also learn how to find information to execute our Alpha stock growth investing strategy. By the end of this module, you will have a
using available resources to better understand better understanding of portfolio and risk management principles. In our education fund example, we
the business story and industry economics and applied position size, portfolio weight, and risk management principles.
trends. By the end of this module, you will have
a better understanding of performing due Topics Covered: Portfolio and risk management, understand position size and portfolio weight, learn
diligence and how to determine the company’s to use stop loss orders to mitigate losses, and much more.
business story and industry trends.

Topics Covered: Perform proper company due

diligence, perform industry due diligence,
business story categories, reading SEC filings
including 10K, 10Q and S-1, and much more.

MODULE 9

Introduction to Options
Prerequisite: Modules 1, 2, 3, 4, 5, 6, 7 & 8
Duration: 0h 55m

The Introduction to Options module will give you an introduction to options and how to combine it
with our Alpha stock growth investing strategy. By the end of this module, you will have a better
understanding of how we apply options to our Alpha stock growth investing strategy. You will also
learn our options pricing model to arrive to an option target price.

Topics Covered: What is an option?, our options pricing model, how to apply our Alpha stock
strategy to options. and much more.

ANALYST PREP PROGRAM OVERVIEW 14

CONTACT US

All communications or inquiries should be directed to

our Founder and/or Co-Founder.

www.romeromentoring.com

LUIS ROMERO PAIGE TRUONG

FOUNDER & CEO CO-FOUNDER
[email protected] [email protected]

YOUR PARTNERSHIP SUPPORTS OUR CHARITY

Each year, we donate 5% of our profits to the International Rescue Committee. The IRC helps people affected by humanitarian
crises to survive, recover, and rebuild their lives.

ANALYST PREP PROGRAM OVERVIEW 15

LEADERSHIP TEAM
We contribute over 40 years of professional experience and a broad set of skills ranging from education to mergers &
acquisitions, private equity, technology, and operations.

Mr. Romero has over 15,000 mentoring and training Mr. Montesinos, serves as advisor and works closely with the
hours working with over 700 professionals and students. founder in designing the business go-to-market strategy and serves
He has over a decade of professional experience as as advisor. He has over a decade of investing experience working
Founder and Instructor of Romero Mentoring, at Merrill Lynch, TPG Capital and Captalys. He was formerly CFO of
Investment Banking at Credit Suisse, instructor at the a fintech start-up where he was co-responsible for executing the
LUIS ROMERO CARLOS MONTESINOS
FOUNDER & CEO New York School of Finance, Principal at Romero ADVISOR BOARD MEMBER company’s growth plan and executing the Series-A round of
Capital, and Analyst at Seven Points Capital. He holds a financing. Mr. Montesinos holds a Bachelor's Degree from the Haas
B.B.A. in Finance with a minor in Philosophy from School of Business at UC Berkeley, and a Master's Degree from
Baruch College, Zicklin School of Business. Stanford Graduate School of Business.

Ms. Truong is co-founder and helped bootstrap Romero Mr. Akram designed and led the technology team in creating the
Mentoring and works in multiple areas of operations. mentoring platform. He has more than a decade of experience in
Other experience includes internal operations auditor at web development technologies and UI/UX design. Co-Founder and
BJ’s Wholesale Club. Graduated from Worcester State CEO of Pixelative, a design-centric software services company.
University with a B.B.A. in Accounting.
PAIGE TRUONG ARSLAN AKRAM
CTO
CO-FOUNDER

ANALYST PREP PROGRAM OVERVIEW 16

FREE CAREER CONSULTATION
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finance experience.
Receive:
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A second opinion on your resume
Find out how Romero Mentoring can help you achieve your
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