SOBRO develops, owns and manages commercial (200K+ SF) and residential properties (700+ units).
* Negotiated and secured public and private financing sources including tax-exempt bond financing, LIHTC, tax credit syndication and equity, acquisition, pre-development and permanent financing
* Led development pipeline of 400+ units and $200M+ in total development costs
* Created financial proformas and negotiated underwriting with public housing authorities
* Evaluated new opportunities

Boutique Private Equity and Strategic Advisory Firm

Responsible for origination, financial modeling and due diligence for over $250M in potential transactions
Sourced deals, fund raised, performed due diligence, created financial models, PPMs and various other investor focused documents while having considerable interactions with senior bankers, corporate executives and entrepreneurs

TTS is the training standard for finance firms, business professionals, and graduate students seeking careers in finance
*Developed a mastery of concepts and training exercises across finance, financial modeling, private equity and corporate valuation disciplines and transaction types including M&A and LBO
* Taught over 2500 students during daily and nightly group classroom sessions

I served as Chief of Staff and then Vice President of Marketing and Distribution for Old Mutual (Bermuda) Ltd. (OMB), an investment firm catered to the international high net worth market with over $4 Billion in assets. I served as a member of the Executive Committee, oversaw all strategic initiatives, worked closely with the firm’s department heads and acted as the primary representative of the President and CEO

Led the team responsible for strategy and scheduling of marketing and promotions
Redesigned organizational structure, operational processes and supervised workflow of over 25 FTEs
Spearheaded the department’s financial and operational analysis, vendor contract negotiation, resource planning, long-term CAPEX plans and budget request efforts

Founded a strategy consulting firm offering business development and investment advisory services in the following areas:
• Private Equity • Financial Modeling & Analysis • Media and Entertainment
• Investment Banking • Strategy and Corporate Development • Technology and Operations
• Real Estate Finance and Development • Film Finance • Project Management

As a manager in their financial services practice, I led teams and delivered world class solutions for clients such as Goldman Sachs, Deutsche Bank, Credit Suisse, and UPS. I built deep expertise in process excellence, program management, evaluating businesses, and designing and implementing value creating strategies and technologies.