Neelesh Champaneri, CFA, CAIA

Experience

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  The Boeing Company

  Jan 2004 - Jan 2004

  Actuarial Intern

  • Collaborated with Chief Actuary and actuarial team to prepare pension liability and expense forecasts• Performed statistical analysis to support pension fund obligation calculations• Contributed to a global tax project to optimize reported pension costs for Foreign Sales Corporations

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  The Boeing Company

  Jan 2005 - Jan 2007

  Financial Reporting & Consolidations

  • Member of the core financial reporting team for a global business unit with 2007 revenues of $33 billion• Analyzed financial statement line items and communicated results to business executives• Composed and reviewed financial disclosure compliance risk assessments for all Commercial Airplanes organizations and subsidiaries• Individually responsible for financial accounting for Intellectual Properties subsidiary • Interacted with legal counsel, internal and external auditors, and consultants to support business processes Show less

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  AQuantive / Microsoft / Publicis (via acquisition)

  Jan 2008 - Jan 2010

  Accountant

  • Reviewed $20 million in monthly operating expenses for domestic markets of Razorfish advertising subsidiary• Built models for company-wide bonus calculation and forecasting• Redesigned cash forecasting process for domestic businesses• Developed and implemented liability valuation and analysis methods for self-funded healthcare plans• Researched and revised Razorfish investment policy statement• Managed multi-disciplinary project to transition banking relationships to new institutions Show less

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  Educational Institution

  Jan 2010 - Jan 2014

  Founder / Co-Founder

  Founded Grey Oak Capital Consultants to provide advisory services to early-stage technology companies in areas including valuation, investment pitch material, capital raising, and strategy analysis.Co-founded Silver Bluffs Consulting to provide services related to operational finance for small businesses, including budget and forecast development, cost analysis, and reviews of financial position.

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  Opes Advisors

  Jan 2014 - Jan 2017

  Trader & Analyst

  • Member of portfolio management team, reporting directly to Chief Investment Officer• Responsible for portfolio implementation for all assets invested across 16 model portfolios• Researched alternative investments including insurance-linked securities, variance risk capture strategies, alternative lending, and private real estate• Introduced and applied tools for factor analysis of investments• Designed, executed, and monitored hedging and transition strategies for low-basis positions• Executed over $600M in transactions• Maintained 16 investment models and monitored all client portfolios• Reduced asset-weighted deviation from models by more than 40% within client portfolios• Reduced intra-strategy client portfolio return dispersion by more than 30% Show less

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  Wade Financial Advisory, Inc.

  Jan 2017 - now

  Chief Investment Officer

  The Wade Financial Advisory team serves to help you navigate a complex financial life. Our experts bring over 50 years of expertise in financial planning, investing, taxation, and accounting to guide you through your financial decisions. If you would benefit from a comprehensive review of your finances including a review of your stock based compensation, real estate holdings, estate planning, and retirement planning, we would be glad to have a conversation with you.