18
hours
Avg Response Time
21
years
Years of Experience
9/14
Member Since
Experience
Wagamon Advisors
Other
Principal
Advisory firm specializing in investment policy and analysis, financial modeling, due diligence and insight for: family offices, hedge funds, institutional investors and industry-diverse venture capital backed companies
• Analysis and due diligence on extensive deal-flow backlog for a family office; in-depth reviews on three direct investments and three funds, resulting in funding four investments
• Advising blockchain compliance startup by: counseling on business strategy and structure
• Analysis and due diligence on extensive deal-flow backlog for a family office; in-depth reviews on three direct investments and three funds, resulting in funding four investments
• Advising blockchain compliance startup by: counseling on business strategy and structure
Geller & Company
Other
Senior Associate
• Investment management and planning alongside Willett Advisors for Michael Bloomberg and the Bloomberg Philanthropies portfolios
• At my advisement, management instituted differentiation of Michael Bloomberg’s personal portfolio and Bloomberg Philanthropies portfolios: the personal portfolio transitioned into more liquid and tax efficient investments; the Philanthropies portfolios were shifted into strategies that take advantage of illiquidity and tax inefficient investments
• At my advisement, management instituted differentiation of Michael Bloomberg’s personal portfolio and Bloomberg Philanthropies portfolios: the personal portfolio transitioned into more liquid and tax efficient investments; the Philanthropies portfolios were shifted into strategies that take advantage of illiquidity and tax inefficient investments
Paloma Partners / SBZ Select Investments
Finance
Analyst
A distressed debt alternative investment fund focused on secured real estate loans, retail and restaurant debt
• Assessed financial and operational viability of credits through bottom-up analysis of fundamentals, liquidity risk assessment, LBO probability analysis, restructuring/bankruptcy scenarios, preparation of detailed financial models and integration of top-down macro views
• Credits evaluated include Bally Total Fitness, Claire’s Stores, Focus DIY, Michaels Stores, Toys ‘R Us
• Assessed financial and operational viability of credits through bottom-up analysis of fundamentals, liquidity risk assessment, LBO probability analysis, restructuring/bankruptcy scenarios, preparation of detailed financial models and integration of top-down macro views
• Credits evaluated include Bally Total Fitness, Claire’s Stores, Focus DIY, Michaels Stores, Toys ‘R Us
Angelo, Gordon & Co.
Finance
Analyst/Consultant
• Part of launch of $160M commercial real estate sale-leaseback transaction fund for high-risk tenants; sole analyst on $47.1M in transactions including originating a $6.4M deal for a regional restaurant chain
• Priced deals based on due diligence and credit analysis of prospective companies
• Created PPM and subscription documents for fund, with Managing Directors and outside legal counsel
• Priced deals based on due diligence and credit analysis of prospective companies
• Created PPM and subscription documents for fund, with Managing Directors and outside legal counsel
FX Transfers
Other
Consultant
FX Transfers is a foreign exchange advisory firm with offices throughout the United States, Canada, and Europe
• Created specifications and managed the development of a web-based foreign exchange invoicing system.
• Provided quality assurance on website and software.
• Created specifications and managed the development of a web-based foreign exchange invoicing system.
• Provided quality assurance on website and software.