Software Skills
Microsoft Excel
Microsoft PowerPoint
Adobe InDesign
HTML
CSS
PHP
MySQL
Sector Experience
Agriculture
Consumer Goods
Manufacturing
Retail
Travel & Hospitality
Languages
English
Experience
Clase Azul Asia
Finance
Director of Finance & Legal
7/2023 - Present
Lead finance and legal operations for Clase Azul Asia. Management of financial statements (including capital structure management), logistics planning, and forecasting for Asia region of tequila brand's operations.
Three Star Lane
Corporate Strategy & Development
Director of Finance & Legal
7/2023 - Present
Member of the founding team of Three Star Lane, a restaurant / hospitality group based out of Tokyo. We have successfully launched multiple restaurants globally, receiving Michelin accolades for one location. Currently run all finance and legal operations for the group.
Imperial Capital, LLC
Finance
Director
7/2021 - 7/2023
Led experiential hospitality and cannabis groups at investment bank, focused on debt and equity capital raises, along with M&A transactions.
The Inception Companies
Finance
Vice President
7/2016 - 7/2021
Source, execute, and analyze investment opportunities for a Private Equity and Venture Capital firm focused on the consumer and real estate industries.
The Yucaipa Companies, LLC
Finance
Associate
10/2014 - 7/2016
Private Equity Associate at a Consumer, Retail and Hospitality-focused private equity firm based out of Los Angeles. Responsibilities include modeling / analyzing investment opportunities, building presentations for potential investments, and managing portfolio companies through both operational and financial advisory.
Imperial Capital, LLC
Finance
Associate Research Analyst
12/2013 - 9/2014
Analyzed investment opportunities for Imperial Capital's trading floor and Imperial Capital Asset Management. Built valuation models to effectively determine investment theses for fixed income and equity investments, primarily in the distressed / special situations space.
Imperial Capital, LLC
Finance
Investment Banking Analyst
6/2012 - 12/2013
Significant financial modeling, presentation preparation and diligence management experience through a wide range of fixed income financing and M&A transactions.