Expert Profile
I have over 10 years of venture capital, private equity and financial advisory experience.
I can help you and/or your company are looking to accomplish one or more of the following objectives:
• Develop a Detailed Business Plan Supported by a Detailed Set of Financial Projections (I can work with you to either modify the existing business plan or rework one from scratch);
• Perform Historical Financial Performance Analysis;
• Prepare Presentation Materials for Investors, Customers and/or Conferences;
• Perform a Detailed Valuation on the Company;
• Adequately Prepare the Company and Develop a Strategy to Raise Capital;
• Identify the Company’s Core Strengths and Weaknesses and Develop Strategies to Capitalize on the Strengths and Eliminate the Weaknesses;
• Market Research and Analysis; and
• Competitor Research and Analysis.
SG Cowen Securities Corp.; NY, NY: *****; Financial Analyst
North Bay Equity Partners; Miami, FL; *****; Associate
Ladenburg Thalmann & Co. Inc.; Miami, FL; *****; Associate - Investment Banking Group
North Bay Equity Partners; Miami, FL; *****; Principal
The University of Miami School of Business, Miami, FL
Graduated May 2006
Masters in Business Administration (M.B.A.); Finance concentration. (President – MBA Finance Club).
The George Washington University, Washington, DC
Graduated December 1999
B.A. in Political Science: Concentrations in International and Comparative Politics.
Other Activities: Semester abroad in London with studies focused on international finance and banking.