Sector Experience

Healthcare
Retail
Media & Entertainment
Technology
8
years

Years of Experience

1/16

Member Since


Experience

 
Conscious Box Inc. Start-Up
CEO and Board Director
09/2012 - 11/2015
Hired to raise venture capital by internet retail company. Promoted to CEO. Raised $1.9mm from 3 VCs + angels.

Led strategy, finance, HR, legal for $7.7MM online retail startup that sold natural/organic products. Oversaw organizational design; trained and supervised operations, sales, customer service, software and marketing teams. Acquired 100K unique paying subscribers; shipped 400K boxes with 4MM products funded by 1.2K brands at $1MM cost, earning $5.8MM gross revenue and 20MM page views.

U.S. Renewables Group LLC Finance
Associate - $800MM Equity Fund
01/2012 - 09/2012
Promoted in Jan. 2012 to support $750MM equity portfolio with financial modeling, accounting, market research, business development. Asked to focus on two portfolio companies: biomass power plant and asphalt shingle recycling co. Represented USRG on calls with company management and reported back to USRG partners. Led market research for $26MM asphalt shingle recycling company. Ran accounting reorganization for distressed $80MM biomass power plant that suffered from management turnover.

U.S. Renewables Group LLC Finance
Managing Analyst - Debt Fund 2
01/2011 - 01/2012
Led communication w/ target borrowers of $5-50MM loans. Conducted wind/solar power plant due diligence. Read critical borrower documents: statistical wind/solar resource potential, turbine/panel efficiency and degradation, utility grid, construction. Created financial models. Co-authored 4 docs. (Underwriting Guidelines, Transaction Process Manual, Business Plan, Investment Committee Deal Memos) to create operational structure, articulate investment strategy.

U.S. Renewables Group LLC Finance
Analyst - Debt Fund 1
07/2010 - 09/2011
Hired to launch credit business originating loans to wind/solar assets. Conducted financial analysis, project management for loan issuance to SolarStrong, a 5-yr SolarCity plan to build $1B in solar power for 120K people living in barracks on 100 U.S. military bases in the largest residential solar project in American history. Co-authored research paper on counterparty credit of military housing REITs which led to $350MM debt funding from Bank of America. Successful deal drove $1.5MM revenue.

Deutsche Bank Securities Inc. Finance
Analyst
06/2008 - 07/2010
Power/renewables financial analysis and research to optimize strategy and capital structure for public and private electricity companies. Generated and pitched transaction ideas incl. debt, equity, share buybacks, commodity hedges, M&A to clients. Led to debt issuance mandate from $9B publicly-traded electric utility which drove over $1MM firm revenue upon close of transaction. Trained on corporate finance topics including valuation and building 3-statement financials from scratch.