
Tom Imlay, CFA
Intern

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About me
Corporate Finance
Education

Shiplake College
2008 - 2010A-Levels
Shiplake College
2005 - 2008GCSEs
University of Exeter
2010 - 2013Bachelor of Arts (BA) Business Management
Experience

Barclays Bank
Jun 2009 - Jun 2009Intern• Security, Administration tasks, Observation work of cashiers and questionnaires and customer service research project of high street banks

Bean Partners Ltd.
Jun 2012 - Aug 2012Consultant Intern
Melon Mission
Sept 2013 - Jan 2014Volunteer and Management internVolunteer Achievements:• Assisted in streamlining the teaching program in the school by offering alternative planning and teaching methods • Organised sports events both internal and between the mission and other organisations• Aided the mission’s sponsorship program, writing and preparing sponsorship stories for the website, which led to ten of our children getting sponsorship for secondary school education. Management intern Achievements:• Compared different charitable institutions in Nakuru, Kenya and produced a report comparing their operations in order to provide a platform for inter-organisational improvement and synergy. • Helped in formulating a feeding program that was in line with the world Food Program guidelines as articulated in the WFP Feeding Program Hand Book available at Melon Mission. • Helped account for the Mission’s finances and prepared the 2013 annual report and newsletter• Stimulated the internet platform by producing videos of the mission’s various activities Show less

Small Giants Kenya
Jan 2014 - Jan 2017Co-founder and Director
Dolphin School Llp
Jan 2015 - Jul 2015Teaching Assistant%20LTD%20Sport%20For%20Business.webp)
SFB (UK) LTD Sport For Business
Aug 2016 - Mar 2017Operations Manager
Bean Partners
Jan 2017 - Nov 2024Bean Partners is a business and transaction advisory house that works at a strategic level with capable boards, entrepreneurs and management teams focussed on high multiple, high value exits. Bean Partners has a primary focus on working with technology companies participating in the convergence of mobile, search, social media, e-commerce and software as a service, helping them gain clarity and insight into their strategic path to exit, unlocking equity value at every stage. Bean Partners is a business and transaction advisory house that works at a strategic level with capable boards, entrepreneurs and management teams focussed on high multiple, high value exits. Bean Partners has a primary focus on working with technology companies participating in the convergence of mobile, search, social media, e-commerce and software as a service, helping them gain clarity and insight into their strategic path to exit, unlocking equity value at every stage.
Senior Manager
Jan 2023 - Nov 2024Senior Analyst
Oct 2019 - Dec 2022Analyst
Jan 2017 - Sept 2019
Licenses & Certifications
- View certificate

Chartered Financial Analyst (CFA)
CFA InstituteOct 2023
Volunteer Experience
Management intern
Issued by Melon Mission on Sept 2013
Associated with Tom Imlay, CFA
Languages
- enEnglish
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