Lead the creation of 3-statement financial models for multiple development investment acquisitions, enhancing ROIs by 25%+ by manipulating various differences in CA and Federal tax and accounting laws, valuation methodologies, leverage strategies, and financial investment vehicles

Modernized investment decks for LPs presentations, composing multiple forms of rich media and infographics which lead to oversubscribing to our first investment opportunity in 5 months

• Managed institutional client portfolios with responsibilities such as forecasting, merger and acquisition analysis, asset
allocation, risk management, manager selection/termination, investment performance and portfolio monitoring
• Created financials models which included analysis such as distressed debt, private credit manager searches, real estate
investment decisions, capital market reports, portfolio risk analysis, asset allocation reviews, performance attribution, and
capital raising

• Managed a book of clientele post-launch, working daily to service hedge fund GPs, CIOs, and large fund of funds facilitators with Wilshire’s enterprise financial analysis software (SaaS), engaging clients to prepare, generate, and audit reports
• Conducted in-person, written and WebEx presentations of new business opportunities to C-level Executives with AUM’s ranging between $50M to $25B, upselling additional product features and licenses to $200k in ARR

• Managed a book of new and existing B2B accounts that provided over $4M ARR through over achieving sales goals, developing marketing packages, comparing and suggesting proposals, assembling final presentations, negotiating for better terms, and recommending additional products
• Accounted for a portfolio with total assets under management of $25+million as the main point of contact for 8-15 key client relations

Online investing platform and accelerator that used equity crowdfunding as a basis to provide capital, guidance, and services to Generation Y startups with $2.6M in capital raises
• Spearheaded the creative development and financial prospectus applied in the investment decks of early-stage firms, who successfully raised over a million dollars in capital
• Sourced, created, projected, and analyzed financial statements, models, and pro formas of start-ups in various sectors