Languages

English
19
years

Years of Experience

3/15

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
JJ&P Properties Finance
Managing Partner
06/2011 - Present
Founding Partner of an investment group with initial profitable real estate investments in the Atlanta, Georgia metropolitan area
• Managing financial matters including investment performance, cash flow, balance sheet, capital structure and business income tax returns
• Sourcing additional partners and incremental capital for redevelopment real estate opportunities sourced from propriety and exclusive knowledge of the local Atlanta market

Citigroup Corporate Strategy & Development
Vice President - Citi Holdings
02/2013 - 05/2014
• Supported the business heads of Citi Holdings (Citigroup’s division of businesses non-core to senior management’s post-crisis growth strategy) through supervising operations and technology matters of preceding divestitures, strategizing of consumer real estate loan portfolio sale strategies, as well as managing Citi Holdings’ remaining alternative investment positions including direct public and private equity stakes, limited partnership fund interests and post-sale earn-outs

Citigroup Finance
Vice President - Corporate M&A
03/2010 - 01/2013
• Constructed extensive financial models to value companies and asset portfolios, project pro forma financials, and capital return metrics for contemplated M&A acquisitions, divestitures and reorganizations
• Supervised time-sensitive work streams in coordination with corporate functions as well as legal counsel to produce transaction memorandums and advisory presentations for senior management and the Board of Directors to drive decision management on transactions and strategic initiatives

Citigroup Finance
Financial Management Associate
08/2008 - 02/2010
• Top graduate of Citi's Financial Management Associate (FMA) program that provides diverse rotational assignments working closely with senior managers of key finance functional areas across Citi businesses.
FMA Rotation 3 – Corporate Mergers & Acquisitions
FMA Rotation 2 – Citi Holdings Strategy
FMA Rotation 1 – Corporate Center Best-In-Class Finance

Citigroup Finance
Financial Analyst
07/2005 - 07/2008
• Supported the management of the $290 billion Global Transaction Services (GTS) balance sheet
• Administered $21 billion USD hedge portfolio of fixed income securities via investment decisions, yield and cash flow projections, P&L forecasts, and maturity profile modeling (produced interest income of $1.3 billion to GTS from 2006-7)
• Developed and executed the GTS FX hedging program (hedging supplied $8MM of profits to GTS via derivatives)