Software Skills
Microsoft Excel
Microsoft Excel Macros
Microsoft Office
Microsoft PowerPoint
Microsoft Visio
Quickbooks
Sector Experience
Financial Services
Real Estate
Languages
English
French
Big 4 Accounting
Top Consulting Firms
Experience
YAD Capital
Finance
Managing Partner and COO / CFO
9/2017 - Present
I am the co-founder and COO/CFO of YAD Capital, an alternative asset management firm focused on private credit opportunities
HREV
Finance
COO / CFO
10/2014 - 9/2017
- Execute and manage real estate investments, including performing due diligence, developing financial models, negotiating agreements, structuring transactions and asset managing the investments.
- Responsible for implementing & managing all financial-related activities of the Firm, including accounting, budgeting, cash management, compliance and investors communication.
- Responsible for executing and managing over $650 million of real estate transactions.
- Responsible for implementing & managing all financial-related activities of the Firm, including accounting, budgeting, cash management, compliance and investors communication.
- Responsible for executing and managing over $650 million of real estate transactions.
Silverkey Capital
Finance
Founder
8/2011 - 10/2014
- Acted as interim CEO of Sheldon Good & Company – the oldest real estate auction company in the United States to steer the firm towards new growth opportunities
- Advised CW Financial Services on the sale of CWCapital to Walker & Dunlop creating the 2nd largest multifamily lender in the U.S. ($220 million), and the sale of Rockwood Real Estate to Auction.com
- Advised CW Financial Services on the sale of CWCapital to Walker & Dunlop creating the 2nd largest multifamily lender in the U.S. ($220 million), and the sale of Rockwood Real Estate to Auction.com
JEN Partners
Finance
Vice President
4/2006 - 5/2010
- Sourced, evaluated, executed and monitored private equity investments in real estate operating companies
- Responsible for screening deals, negotiating term sheets, executing due diligence, developing financial models, reviewing financing, negotiating purchase agreements and structuring transactions
- Responsible for screening deals, negotiating term sheets, executing due diligence, developing financial models, reviewing financing, negotiating purchase agreements and structuring transactions
Lehman Brothers
Finance
Associate
8/2004 - 4/2006
- Conducted valuation analysis: DCF valuation, LBO analysis, review of comparable companies and transactions
- Developed integrated merger and financing models to evaluate attractiveness of potential corporate strategies
- Prepared offering memoranda, management presentations and other written materials
- Developed integrated merger and financing models to evaluate attractiveness of potential corporate strategies
- Prepared offering memoranda, management presentations and other written materials
Deloitte
Management Consulting
Manager Restructuring
9/1997 - 8/2002
- Advised Unsecured Creditors’ committee and distressed companies that had filed for Chapter 11
- Developed financial models, budget forecasting and cash flow forecasts; conducted business plan review
- Evaluated business performance and formulated restructuring strategy
- Performed operational and financial due diligence for financial and strategic buyers
- Developed financial models, budget forecasting and cash flow forecasts; conducted business plan review
- Evaluated business performance and formulated restructuring strategy
- Performed operational and financial due diligence for financial and strategic buyers