TC
Open to opportunities

Trevor Clotfelter

@trevorclotfelter

Strategic leader with expertise in venture capital and financial services.

United States
Message

What I'm looking for

I am looking for opportunities that allow me to leverage my analytical skills and leadership experience in a dynamic environment focused on strategic decision-making and impactful investments.

I am a strategic leader with an MBA from IE Business School, bringing a diverse background that spans venture capital, financial services, and military intelligence. My experience has equipped me with the ability to lead cross-functional teams and manage complex projects effectively. I excel in delivering actionable insights through the analysis of financial, geopolitical, and operational data, which has proven invaluable in advising clients across various sectors on high-stakes decisions.

In my current role as Managing Director at Artorias, I manage a team of analysts to produce high-quality geopolitical risk assessments tailored to client needs. My leadership in project management ensures clarity and accuracy in our intelligence products, supporting strategic decision-making for clients operating in volatile regions. Previously, as a Venture Capital Analyst Intern at AI2030, I successfully identified high-potential AI startups and developed ethical investment standards that were adopted by the firm, showcasing my commitment to responsible investment practices.

Experience

Work history, roles, and key accomplishments

AR
Current

Managing Director

Artorias

Sep 2024 - Present (11 months)

Managed a team of analysts to produce timely, high-quality geopolitical risk assessments tailored to client needs. Led end-to-end project management for intelligence products, ensuring clarity, accuracy, and delivery.

AI

Venture Capital Analyst Intern

AI2030

Feb 2024 - Present (1 year 6 months)

Conducted market research on AI startups, utilizing advanced methodologies and financial analysis tools, and successfully identified three high-potential startups with significant investment potential. Evaluated startup business models and financial statements through detailed financial models and SWOT analyses, providing actionable insights that informed strategic investments.

MA

Financial Advisor

Merrill Lynch/Bank of America

Aug 2021 - Present (4 years)

Conducted financial analysis to generate investment portfolios and long-term strategies that aligned with clients' needs while effectively minimizing risk and meeting desired outcomes. Achieved an average client satisfaction rating of 90% through exceptional service and daily updates on macroeconomic trend analysis.

UC

Intelligence Analyst

United States Marine Corps

Oct 2012 - Present (12 years 10 months)

Produced and presented daily intelligence products, contributing to successful operations in southern/southwest Asia and the Middle East. Presented regular and timely updates to staff and command through daily briefings on intelligence-related topics and concerns, ensuring informed decision-making and situational awareness.

Education

Degrees, certifications, and relevant coursework

IE Business School logoIS

IE Business School

International MBA, Business Administration

2023 - 2023

Completed an intensive Master of Business Administration program, focusing on global business strategies and leadership. Gained expertise in various aspects of business management, preparing for strategic roles in diverse industries.

Arizona State University, W.P. Carey School of Business logoAB

Arizona State University, W.P. Carey School of Business

B.S. Finance, Finance

2018 - 2021

Acquired a strong foundation in financial principles and practices, including investment analysis and financial modeling. Developed skills in strategic financial planning and risk management.

NC

Navy & Marine Corps Intelligence Training Center

Basic Intelligence Specialist School, Intelligence

2013 - 2013

Completed specialized training in intelligence operations and analysis. Developed foundational skills in intelligence gathering, processing, and dissemination, essential for military intelligence roles.

Tech stack

Software and tools used professionally

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