• Owner of independent development entity that has exclusive development rights to a QSR restaurant franchise system in Bergen, Monmouth, Morris, and Passaic, NJ counties
• Currently sourcing and evaluating site investment opportunities to ensure positive ROI and restaurant success

• Formulated and presented comprehensive strategy, valuation, and investment returns analysis to Management Investment Committee and drove focus to the most strategically relevant and actionable opportunities to maximize business unit impact and ROI
• Collaborated with and led teams during the strategic analysis, valuation, diligence, transaction, and integration processes to maximize value creation, revenue and cost synergies, determining appropriate structure/price, and mitigating risks

• Analyzed transactions and securities holdings across international funds to ensure timely and proper ad hoc, monthly, quarterly, and annual reporting
• Advised Principals on counterparty and transaction risks based on financial and regulatory analysis
• Developed new policies and procedures to respond to dynamic regulatory expectations, audited compliance with existing policies, and implemented corrective actions

• Managed budget reporting and analysis for Global Compliance function
• Ensured trading compliance through quantitative analysis of futures, commodities, and swaps data
• Developed internal reports, metrics, and summary trade analysis for weekly updates to management
• Led project management for Compliance groups tasked with preparing the firm for impending regulation resulting from the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act