14
years

Years of Experience

12/17

Member Since


Bulge Bracket Investment Banks

Experience

 
Cortes Business Management, LLC Start-Up
Owner
03/2017 - Present
• Owner of independent development entity that has exclusive development rights to a QSR restaurant franchise system in Bergen, Monmouth, Morris, and Passaic, NJ counties
• Currently sourcing and evaluating site investment opportunities to ensure positive ROI and restaurant success

Becton Dickinson and Company Corporate Strategy & Development
Corporate Development Summer Associate/Associate
05/2014 - 03/2017
• Formulated and presented comprehensive strategy, valuation, and investment returns analysis to Management Investment Committee and drove focus to the most strategically relevant and actionable opportunities to maximize business unit impact and ROI
• Collaborated with and led teams during the strategic analysis, valuation, diligence, transaction, and integration processes to maximize value creation, revenue and cost synergies, determining appropriate structure/price, and mitigating risks

King Street Capital Management Finance
Compliance and Regulatory Analyst
02/2012 - 05/2013
• Analyzed transactions and securities holdings across international funds to ensure timely and proper ad hoc, monthly, quarterly, and annual reporting
• Advised Principals on counterparty and transaction risks based on financial and regulatory analysis
• Developed new policies and procedures to respond to dynamic regulatory expectations, audited compliance with existing policies, and implemented corrective actions

Barclays Capital Finance
Analyst
07/2009 - 02/2012
• Managed budget reporting and analysis for Global Compliance function
• Ensured trading compliance through quantitative analysis of futures, commodities, and swaps data
• Developed internal reports, metrics, and summary trade analysis for weekly updates to management
• Led project management for Compliance groups tasked with preparing the firm for impending regulation resulting from the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act