Sector Experience
Consumer Goods
Financial Services
Retail
Languages
Russian
Bulge Bracket Investment Banks
Experience
XRC Labs
Finance
Mentor to high growth companies
9/2019 - Present
Mentor to high growth companies to help develop strategy and aid in pre-seed to Series A fundraising • Work with founders on validating business strategies through financial modeling and scenario analysis of revenues, expenses, customer acquisition costs, capital expenditures and working capital • Involved in deck preparation, valuation analysis, identifying sources of capital, and investor due diligence
Delta Apparel
Management Consulting
Consultant
10/2019 - 3/2020
Work with a publicly traded company in the Apparel & Retail space • Performed deep-dive analysis of the Digital Printing Apparel industry to determine market size and growth opportunities by channel and category, in the US and internationally; the findings were subsequently presented to the Board of Directors • Worked with company leadership to evaluate an investment opportunity in an IP of a global Athleisure brand by analyzing strategy and financial performance of the business as well as pot
B Riley FBR
Finance
Investment Banking, Consumer
8/2018 - 7/2019
Coverage of the Consumer sector across Retail & Apparel, Consumer Products and Services, Food & Beverage, Beauty, and Footwear • Calling leadership on 50 Consumer companies, on average, across C-suite, IR and Strategic Planning & Analysis • Illustrative transactions include a Restaurant LBO, a bid on a General Retailer in Chapter 11, and M&A in the Kids & Baby space • Won a buy-side engagement with a publicly traded apparel company interested in a consumer eyewear brand acquisition. Propos
Oppenheimer & Co.
Research
Equity Research Analyst, Managing Director
6/2014 - 7/2018
Senior coverage of 18 Specialty Retail and Apparel stocks, with the focus on Athletic (NKE, LULU, UAA, ADS.AG, FL), Kids’ (CRI, PLCE), Handbags’ (TPR, KORS) and Apparel (URBN, GPS, LB) sub-sectors • From 2015 through 2018, ranked as top 1 or 2 analyst by client votes externally and sales force/trading internally (voting provided on a monthly and quarterly basis) • Worked closely with Investment Banking and Capital Markets teams across verticals within the Consumer space • Consistently stron
FBR
Finance
Equity Research Analyst, EVP
7/2012 - 3/2014
Senior coverage of 10 Specialty Retail stocks • Ranked as top 3 analyst by client votes externally and sales force/trading internally
JPMorgan Chase & Co
Research
Equity Research Analyst, VP
8/2005 - 6/2012
From 2006 to 2012, member of # 1 I.I. ranked Equity Research team covering the Specialty Retail sector • Ranked as top 3 Associate Analyst by internal Sales force and Trading • Focus coverage of the Teen and Youth space (10 stocks). Lead analyst coverage of FOSL, BKE, CHIC, WTSLA, and ZQK • Built complex discounted cash flow models to produce potential valuations of companies in the Consumer sector •