Jennifer Baroletti

Analyst

Ellsworth Office
204 Main Street
Ellsworth, ME 04605
Phone: 207-992-4304

Jen works primarily with startups and emerging companies on private equity financings, including designing and drafting convertible notes, stock options, convertible preferred stock, and stock warrants, as well as researching and analyzing securities regulations and exemptions. She analyzes and models complex capitalization structures, and assists with and administers equity compensation programs including stock option plans, stock options, restricted stock units and vesting agreements. She also works with investors on fund formation and operation, and provides other financial modeling and planning as needed by clients, including assistance with client business and financial plans through special engagement.

Education

Northeastern University, magna cum laude, 2008
University of Maine, MBA Candidate, 2020