Functional Skills
Business Unit Strategy
Financial Modeling
Financial Due Diligence
Forecasting / Projections
Financial Statement Preparation
Sector Experience
Business Services
Consumer Goods
Real Estate
Retail
Bulge Bracket Investment Banks
Experience
Thombre Property Group
Finance
Managing Partner
12/2014 - Present
• Founded real estate investment firm to acquire core and value-add properties, including single-family and multifamily assets in target cities nationwide
• Perform key management functions including sourcing and due diligence of potential properties, marketing, execution of value-add strategies, and oversight of third-party property management. Additionally, perform all accounting and financial functions
• Perform key management functions including sourcing and due diligence of potential properties, marketing, execution of value-add strategies, and oversight of third-party property management. Additionally, perform all accounting and financial functions
JPMorgan Chase & Co
Finance
Vice President
9/2012 - 6/2014
• Led coverage of beauty and retail companies alongside senior management, evaluating various financing and strategic alternatives
• Managed teams across groups on analytically intensive transactions, including creation of pitch books, models and live deal work
• Developed initiative with senior management to seek out niche, emerging companies, resulting in several new clients for the firm
• Managed teams across groups on analytically intensive transactions, including creation of pitch books, models and live deal work
• Developed initiative with senior management to seek out niche, emerging companies, resulting in several new clients for the firm
Simply Sweet Arrangements
Start-Up
Owner and Founder
4/2011 - 7/2012
• Founded e-commerce gourmet chocolate company, specializing in arrangements, gift boxes and favors, selling retail customers nationwide
• Won corporate accounts (major hotels, car dealerships, Broadway theaters and real estate brokerages) through presentations/cold calls
• Executed PR campaign by pitching and securing press coverage
• Designed e-commerce website, wrote product copy and self-taught programming code and Photoshop
• Managed all accounting and financials using Quickbooks
• Won corporate accounts (major hotels, car dealerships, Broadway theaters and real estate brokerages) through presentations/cold calls
• Executed PR campaign by pitching and securing press coverage
• Designed e-commerce website, wrote product copy and self-taught programming code and Photoshop
• Managed all accounting and financials using Quickbooks
Flexis Capital
Finance
Vice President
2/2010 - 3/2011
• Evaluated new deals, primarily in the media industry, by conducting company and industry due diligence
• Built operating, buyout and sensitivity models to analyze historical financials and develop projections
• Contributed to investment committee meetings for new deals by presenting recommendations, financial analyses and industry due diligence
• Participated in numerous investor pitches to institutional and high net worth individuals to garner their participation in the Flexis Club deals
• Built operating, buyout and sensitivity models to analyze historical financials and develop projections
• Contributed to investment committee meetings for new deals by presenting recommendations, financial analyses and industry due diligence
• Participated in numerous investor pitches to institutional and high net worth individuals to garner their participation in the Flexis Club deals
Quad-C Management
Finance
Associate
7/2007 - 1/2010
• Evaluated new deals in various industries (consumer, food, packaging, distribution) by conducting company and industry due diligence
• Responsible for portfolio company management, including preparing and maintaining operating/leveraged buyout models, evaluating add-on acquisitions, assisting with budget preparation, analyzing weekly financials and developing financial analyses to evaluate companies
• Worked closely with both target company and portfolio company management
• Responsible for portfolio company management, including preparing and maintaining operating/leveraged buyout models, evaluating add-on acquisitions, assisting with budget preparation, analyzing weekly financials and developing financial analyses to evaluate companies
• Worked closely with both target company and portfolio company management
Bear Stearns
Finance
Analyst
7/2005 - 6/2007
•Performed extensive leveraged buyout financial modeling (bank/high yield debt transactions), transaction due diligence and financial analysis
• Evaluated potential financing and strategic alternatives for companies across a variety of industries
• Evaluated comparable companies/precedent transactions; performed cash flow/liquidity analyses to determine leverage/capital structure
• Drafted capital commitment memoranda, offering memoranda, rating agency, sales force and roadshow presentations
• Evaluated potential financing and strategic alternatives for companies across a variety of industries
• Evaluated comparable companies/precedent transactions; performed cash flow/liquidity analyses to determine leverage/capital structure
• Drafted capital commitment memoranda, offering memoranda, rating agency, sales force and roadshow presentations