Sector Experience

Retail
Financial Services
Consumer Goods

Languages

Russian
19
years

Years of Experience

5/20

Member Since


Bulge Bracket Investment Banks

Experience

 
XRC Labs Finance
Mentor to high growth companies
09/2019 - Present
Mentor to high growth companies to help develop strategy and aid in pre-seed to Series A fundraising • Work with founders on validating business strategies through financial modeling and scenario analysis of revenues, expenses, customer acquisition costs, capital expenditures and working capital • Involved in deck preparation, valuation analysis, identifying sources of capital, and investor due diligence

Delta Apparel Management Consulting
Consultant
10/2019 - 03/2020
Work with a publicly traded company in the Apparel & Retail space • Performed deep-dive analysis of the Digital Printing Apparel industry to determine market size and growth opportunities by channel and category, in the US and internationally; the findings were subsequently presented to the Board of Directors • Worked with company leadership to evaluate an investment opportunity in an IP of a global Athleisure brand by analyzing strategy and financial performance of the business as well as pot

B Riley FBR Finance
Investment Banking, Consumer
08/2018 - 07/2019
Coverage of the Consumer sector across Retail & Apparel, Consumer Products and Services, Food & Beverage, Beauty, and Footwear • Calling leadership on 50 Consumer companies, on average, across C-suite, IR and Strategic Planning & Analysis • Illustrative transactions include a Restaurant LBO, a bid on a General Retailer in Chapter 11, and M&A in the Kids & Baby space • Won a buy-side engagement with a publicly traded apparel company interested in a consumer eyewear brand acquisition. Propos

Oppenheimer & Co. Research
Equity Research Analyst, Managing Director
06/2014 - 07/2018
Senior coverage of 18 Specialty Retail and Apparel stocks, with the focus on Athletic (NKE, LULU, UAA, ADS.AG, FL), Kids’ (CRI, PLCE), Handbags’ (TPR, KORS) and Apparel (URBN, GPS, LB) sub-sectors • From 2015 through 2018, ranked as top 1 or 2 analyst by client votes externally and sales force/trading internally (voting provided on a monthly and quarterly basis) • Worked closely with Investment Banking and Capital Markets teams across verticals within the Consumer space • Consistently stron

FBR Finance
Equity Research Analyst, EVP
07/2012 - 03/2014
Senior coverage of 10 Specialty Retail stocks • Ranked as top 3 analyst by client votes externally and sales force/trading internally

JPMorgan Chase & Co Research
Equity Research Analyst, VP
08/2005 - 06/2012
From 2006 to 2012, member of # 1 I.I. ranked Equity Research team covering the Specialty Retail sector • Ranked as top 3 Associate Analyst by internal Sales force and Trading • Focus coverage of the Teen and Youth space (10 stocks). Lead analyst coverage of FOSL, BKE, CHIC, WTSLA, and ZQK • Built complex discounted cash flow models to produce potential valuations of companies in the Consumer sector •