Functional Skills

Acquisition Target Identification
Artificial Intelligence
Commercial Due Diligence
Financial Due Diligence
Financial Modeling
Private Equity Investing
Project Management
Restructuring / Turnarounds
Sales and Operations Planning (S&OP)
Technology Strategy

Software Skills

Adobe Creative Cloud
Artificial Intelligence
Microsoft Excel
Machine Learning
REST APIs
SQL
UI/UX Design
Web scraping
TensorFlow
Netsuite

Certifications

CFAChartered Financial Analyst
Series 63
Series 7
Series 79
UXCUser Experience Certification

Sector Experience

Business Services
Financial Services
Healthcare
Industrials
Technology

Languages

English
Case Study
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Case Studies

technologyIT
Optimizing Healthcare Operations with AI
Healthcare Artificial Intelligence Sales and Operations Planning (S&OP) Process Improvements
financeAccounting
Financial Due Diligence for Private Equity Investment
Financial Services Financial Due Diligence Financial Modeling M&A Support
technologyIT
Turnaround of a Struggling Tech Firm
Technology IT Transformation Restructuring / Turnarounds Corporate Finance

Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms

Experience

Elite AI Finance
Principal
1/2023 - 10/2023
- Led a B2B AI technology consulting firm, achieving $400k of revenue within the first 6 months of operation.
- Oversaw the strategic planning and execution of AI initiatives, resulting in a 30% improvement in operational efficiency for client organizations through the integration, optimization, and implementation of AI-powered solutions.
- Built a strong team of 10+ experts, fostering a collaborative work culture, and cultivated strategic partnerships with 8 leading AI technology vendors to deliver cutting-edge solutions and establish the firm as a trusted advisor in the AI consulting space.
- Advised executive-level stakeholders from 10+ client organizations on the alignment of AI technologies with business goals, driving operational efficiency, improving customer experiences, and generating $2 million in additional annual revenue.

SplitPass Start-Up
Founder & CEO
1/2019 - 1/2023
- Founded SplitPass, a VC backed startup which was a secondary marketplace for unused membership days, packages, subscriptions, and reservations
- Raised over $3M in funding from angels, VCs, and other institutional investors
- Led product design and development (wireframing, UX research, product road mapping, technical specs, project management, QA testing…etc.)
- Developed and executed sales & marketing strategy to create a 2-sided marketplace consisting of businesses and users
- Built and led a sales team that secured over 200 B2B partnerships (SMBs and Enterprise) spanning fitness, wellness, co-working, and transportation
- Established operational systems, tools and procedures for sales, marketing, engineering, support, and finance
- Sourced, interviewed, and hired all types of on-site and remote employees (engineers, designers, salespeople, marketers…etc.)
- Techstars accelerator (Class of '21)

Moelis & Company Finance
Investment Banking Analyst
1/2017 - 1/2019
- Worked on sell-side and buy-side M&A, leveraged buyouts, and restructurings; prepared valuation analyses, merger and LBO models and client presentations
- Selected Transaction Experience:
● Debt Restructuring of a Consumer Retailer — Prepared valuation of company assets and presented base case liquidation scenario to company management for consideration
● Sale of a Travel Company — Created operating model and prepared valuation including pro-forma merger analysis which was used as a tool to negotiate a final sale price — Scheduled road shows and managed all logistics and travel for company management team throughout the sell-side process
● Sale of a Portfolio of Renewable Energy Assets — Analyzed cash flows and constructed tax equity model which was used for valuation and negotiation — Conducted industry research and presented to senior bankers before pitch and due diligence process

Deloitte Management Consulting
Corporate Finance
1/2016 - 1/2017
Worked on 3 deals, including sell-side and buy-side M&A and debt financings; prepared valuation analyses, merger and LBO models and client presentations
•Selected Transaction Experience:
● Cross-Border Acquisition of an Aerospace and Defense Company — Researched Aerospace market and narrowed down acquisition candidates based on financial and non-financial criteria — Recommended 8 best candidates to client, leading to additional due diligence on potential acquisitions
● Capital Raise for a Fingerprinting Company — Prepared valuation analysis to secure financing ($10 Million Debt and $20 Million Preferred Equity) from Goldman Sachs' Specialty Lending Group at an implied equity value of $300 Million for two separate acquisitions — Assisted in the creation of the operating model displaying post acquisition projections through 2020 which was used in negotiations to lower annual preferred dividend rate from 11% to 8%

JPMorgan Chase & Co Finance
Energy Investments
1/2015 - 1/2016
Modeled cash flows to structure and analyze energy investment opportunities, including renewable energy tax credit transactions
•Analyzed financial statements, market data, and contract agreements to determine valuations, one of which resulted in a $150 million investment in a portfolio of solar assets
•Evaluated energy price forecasts of 3 different consulting firms and presented comparative analysis to Managing Directors, which resulted in a two year/$50,000 contract with one of the firms to provide forecasted energy prices for valuationpurposes
•Supported due diligence of a wind farm in California by performing risk assessment of a potential turbine manufacturer based on efficiency rate of completed projects

Morgan Stanley Finance
Wealth Management Analyst
1/2012 - 5/2015
•Lead analyst for The Silich Group, managing $1 billion in assets
•Create customized asset allocation models and perform comparative analyses to determine the optimal portfolio for clients
•Develop marketing campaigns, presentations and pitch books targeting high net worth individuals, corporations and other prospective clients