Functional Skills
Post-Merger Integration
M&A Support
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Certifications
Series 7
Series 79
Sector Experience
Business Services
Consumer Goods
Financial Services
Real Estate
Travel & Hospitality
Bulge Bracket Investment Banks
Fortune 500
Experience
BrightSpire Capital
Corporate Strategy & Development
Senior Vice President: Head of Corporate Finance
4/2021 - Present
Lead finance team overseeing strategic transactions, capital raising, investor relations, corporate financial analyses and treasury functions
Manage relationships with institutional investors, research analysts and investment banks
Develop capital structure and dividend policy for management and the board of directors
Collaborate with all parts of the business including originations, asset management, legal and accounting
Manage relationships with institutional investors, research analysts and investment banks
Develop capital structure and dividend policy for management and the board of directors
Collaborate with all parts of the business including originations, asset management, legal and accounting
Colony Capital
Corporate Strategy & Development
Senior Vice President
12/2014 - 4/2021
Lead finance & capital markets team for Colony Credit Real Estate, a publicly traded commercial mortgage REIT with $5 billion in assets
Integral in building the platform through tri-party merger, direct listing, roadshow and new credit facilities
Oversee all financial analysis, modeling and development of business strategy
Evaluate, structure and execute on strategic capital raising and M&A
Integral in building the platform through tri-party merger, direct listing, roadshow and new credit facilities
Oversee all financial analysis, modeling and development of business strategy
Evaluate, structure and execute on strategic capital raising and M&A
Morgan Stanley
Finance
Associate (Real Estate Group)
4/2014 - 11/2014
Investment banking associate with experience advising public and private real estate companies on capital raising and strategic alternatives across property types
Praesidian Capital
Finance
Private Equity Investor
1/2013 - 3/2014
Identified, evaluated and executed $10 to $40 million senior and subordinated debt investments supporting growth financings, leveraged buyouts and recapitalizations for middle market companies across a variety of sectors
UBS
Finance
Analyst
2/2010 - 12/2012
Investment banking analyst with experience in the Real Estate and Leverage Finance teams
Valuation and financial modeling expert with DCF, M&A, LBO modeling expertise
Valuation and financial modeling expert with DCF, M&A, LBO modeling expertise