→10+ years investor, technology project manager, and Wall Street IB.
→ Advise start-ups to publicly traded companies.
→ Strong financial modeler, analyzer, and reporter.
→ Technology process improvement and automation specialist.
→ Robust network of family offices, high net-worth individuals, institutions, and industry professionals.
→ Managed real estate development projects in national markets.
→ Led teams operating $15+ Billion in assets across various fund strategies.
→ Energy and Financial Institutions equity analyst.
→ Advised investment decisions for hedge funds, asset managers, and institutions.
→ Advised in the underwriting of investment banking deals.
→ Published economist analyzing FED quantitative easing on the capital markets.
→ Raised multi-million US dollars in funding.
→ Master of Science in Finance from George Washington University; Bachelor of Arts in Economics, Business, and Mathematics.