Experience

Ilera Capital Partners Finance
Managing Partner, Co-Founder
11/2016 - Present
•Operations. Responsible for general day to day operations of firm.
•Financial / Valuation Analysis. Reviewed target business plan and conducted LBO valuation analysis
•Marketing. Co-developed marketing materials for purchase of health insurance company.
•Capital Raising. Collaborated with sponsors and lending partners on potential $500mm investment in health insurance company.
Wall Street Prep Other
Instructor
7/2015 - 9/2016
• Instruction & Guidance. Led college students and professionals through financial training program designed to instill a working knowledge of accounting, finance and valuation.
Fullbridge Start-Up
Independent Consultant / Lead Coach
10/2014 - 1/2016
• Instruction and Guidance. Lead law associates and college students through business education program designed to instill a working understanding of finance, accounting, financial and business analysis, effective communication and teamwork
Alprion Capital Managment Finance
Head of Credit Research / Co-Founder
11/2008 - 4/2013
Start-up municipal bond focused hedge fund. Worked in close collaboration with business partners to develop business plan and marketing materials as well as assist in the sourcing of potential hedge fund investors. Assisted in development of business model and investment strategy, including design and implementation of credit framework for evaluating municipal bonds. Published credit opinions and actionable trading recommendations including conducting proprietary primary research.
Jefferies Asset Management, Buckeye Fund Finance
Credit Analyst, Vice President
7/2006 - 4/2008
US hedge fund focused on stressed and distressed securities, incl. bank debt bonds and equity. Evaluated investment opportunities within stressed/distressed space across the capital structure including (bank debt, bonds and equity) and constructed trade recommendations. Generalist role with experience across a wide variety of industries. Performed:
• Primary Research & Due Diligence
• Financial/Valuation Analysis
• Credit Doc Analysis.
• Legal Analysis
• Financial Performance Analysis
Avenue Capital Group - Avenue Asia Fund Finance
Senior Investment Analyst
6/2005 - 7/2006
Asia based hedge fund focused on distressed and undervalued debt and equity opportunities. Participated in deals aggregating in over US$2.5 billion across a variety of assets classes including equity investments, individual credits and non-performing loan (NPL) portfolios consisting of REOs, operating companies and non-operating companies. Performed all aspects of due diligence. Performed valuation of distressed credits and real estate. Reviewed variety of legal docs to assess recovery potential
Salomon Smith Barney - Mergers & Acquisitions (US & LatAm) Finance
Senior Analyst
1/2000 - 3/2001
Executed Latin American cross-border transactions across several different industries with specific focus on issues relating to political and regulatory environments, currency exposure and cross-cultural negotiations. Developed long-term financial projections, analyzed pro forma impact of mergers, acquisitions, asset sales, various capital structures; performed analyses such as discounted cash flow, accretion / dilution, comparable companies, precedent transactions and leverage buyout models