- Supervise, mentor, and coach 11 team members across the Accounting and Asset Management department.
- Prepare, summarize, and forecast business activity and financial position in areas of income, expenses, and earnings, integrating historical data with current operations and future expectations.
- Assist with documents review, partnership agreements and the tax consequences of the economic agreements
- Transactional analysis and tax structuring related to real estate holdings.
- Research and administer complex financial topics, including the Equity Method of Accounting for ASC 323.
- Conduct initial analyses and prepare financial statements for underlying investments, overseeing the creation of foundational investor and lender reports.
- Engage with auditors and tax professionals to facilitate financial oversight and compliance.

-Conduct due diligence and financial analysis on real estate transactions.
-Perform analysis on multiple transactions and work with stakeholders to determine the best real estate deal type.

Senior Equity Research Associate covering small, mid, and large cap companies in the healthcare, medical device, aesthetic, and health/wellness space. Have worked on banking deals, including for food, retail, cannabis, and alcohol/beverage companies.

Equity Research Associate-operate as sole associate under analyst. Skills include valuation, Microsoft Excel, financial modeling, presentations, writing, data analysis, equities,

Audit of large institutions and companies, including UBS and the NYSE.

Management consulting and advisory to a diverse groups of clients with the Princeton NJ area.