Financial adviser to ultra high net worth clients with assets of $10m+.

Head of family office. Managed large liquid portfolio investments, corporate real estate holdings, and estate planning. Prepared performance reports, cash flow projections, liquidity schedules, and consolidated reports. Coordinated financial efforts with family owned business and family foundation. Other ad hoc projects.

Co-head of private investments at multi-family office. Oversaw due diligence of client opportunities in private equity, venture capital, real estate, and other non-public security related investments.

Buy side financial due diligence for strategic and financial business acquisitions. Prior to M&A, financial statement auditor.