- Acted as head of finance at Greenwise, a consumer finance fintech company, leading the execution of a $3 to $5 million series A equity investment and a $10 million debt raise.
- Led AGI Partners' successful investment in One Inc, a private insurtech company, assisting with operational improvements and financial modeling and executing the sale for $170 million in January 2020.
- Advised and became a shareholder in Versured, an insurtech company and insurance agency, handling financial modeling and fundraising assistance.
- Co-founded Six Peak, a $400 million real estate firm focused on innovative and tech-enabled strategies such as co-living.
- Managed projects for private companies, including helping turn around a fintech-enabled transportation company impacted by COVID-19.
- Created a hedge fund replication product using ETFs, which tracked the HFRI equity index for over ten years.
Focus areas: Accounting, Value Investing, Investing, Research, Modeling, Mergers & Acquisitions (M&A), Valuation, Investments, Equity Raises, Advisory, Deal Advisory, Deal Structuring, Dashboards, Financial Reporting Dashboards, Financial Planning & Analysis (FP&A), Forecasting, Strategy, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Investor Relations, Credit Underwriting, Excel Expert, Subscriptions, Online Media, Business Strategy, Wealth Management, United States, Seed Fundraising, Venture Capital, Startup Funding, Early-stage Startups, Early-stage Venture Capital, Pitch Decks, Startups, Staffing, Equity Markets, Equity Research Analysis