Software Skills
C#
LinQ
.NET
Visual Studio
Datatables
Experience
Belmont Owners Corp.
Finance
Chief Financial Officer
1/2017 - Present
Serve as CFO of real estate firm that owns and manages multifamily and commercial properties. Oversee day-to-day operations of property management and leasing. Implemented new property management/accounting software, instituted electronic payment processing for lessees, moving toward paperless office with cloud-based document storage, improved budgeting and forecasting procedures, manage treasury functions, and oversee capital improvements at property level.
Lucent Advisors
Finance
Managing Director
1/2011 - 1/2017
Independent contractor to boutique investment banks. Originated and managed deal execution for ESOPs, M&A and debt capital raising. Clients have included SaaS provider, leading student transportation company, a furniture retailer, a consumer electronics wholesale supplier, a commercial bank debt collector, an environmental services company, a computer hardware government contractor, and an IT solutions provider.
New York Life Investments
Finance
Investor and Restructuring Advisor
5/2007 - 1/2011
Led investment in distressed bank debt and bonds in the secondary market. Headed firm negotiations to restructure troubled fixed income investments. Served on unofficial creditor committees to complete out-of-court restructurings. Industries invested in include transportation, food, print, building materials, retail, and homebuilding.
Miller Tabak Roberts Securities
Finance
Senior Credit Analyst
7/2005 - 5/2007
Developed long and short trade ideas, and published extensive coverage reports recommending debt investments.
Greenwich High Yield
Finance
Senior Credit Analyst
10/2003 - 7/2005
Analyzed and recommended investment in off-the-run corporate debt in support of sales and trading.
Phoenix Consulting
Management Consulting
Turnaround Consultant
9/1999 - 10/2003
Advised management teams of distressed PE portfolio companies on operational and financial restructurings.
In Focus Contacts
Start-Up
Founder
5/1992 - 11/2002
Founded, built and sold national contact lens mail-order company that provides overnight delivery at reduced prices.
SG Cowen Securities
Finance
Vice President
6/1997 - 7/1999
Invested in Series A and B financing rounds in the technology, telecommunications and healthcare sectors.
Bear Stearns & Co.
Finance
Financial Analyst
7/1988 - 6/1990
Specialized in financial restructuring and reorganization of troubled and bankrupt companies. Corporate finance transactions included private placements, acquisitions, leveraged buyouts and exclusive sales.