Strategic executive experienced in impacting business direction with successful leadership decisions and key plan development and implementation. Multi-talented executive leader bringing an array of financial & operational experience as successfulManaging Director, Consultant,COO, CIO, & CCO. Strategic problem solver and change manager. Visionary executive able to implement plans that meet current and future needs. Key expertise in almost any industry, with the capabilities of establishing an aggressive M&A strategy to further corporate growth.
Skills
Financial Analysis, SEC filing, Investment Banking, Capital Markets, M&A
Excellent interpersonal skills
Have established relationships with senior executives of multi-billion dollar firms & companies across all industries around the globe
Obtains information very quickly for any project or task at hand
Creation of pitch decks and detailed investor presentations
Drafting shareholder letters
Ability to multi-task different projects in various sectors
Heavy-data analysis; can transform metrics into sales
CRM development, data-management, and implementation
SEC filing/global regulation knowledge
Extensive experience in long/short and event-driven equity strategies
SEC filing
Investment Banking
Private Equity
Asset Management
Senior Leadership
Financial Report Writing
Business Development
Education and Training
Culver City High SchoolCulver City, CA, Expected in 06/2012:GPA:Status
Cal State Long BeachLong Beach, CA, Expected in :Applied Mathematics & PhysicsGPA:Status
Experience
Monarch Healthcare ManagementCOO
Northfield, MN, 06/2019Current
Oversight and planning of the financial health of the company, coordinating & reporting of SEC filings, collaboration with auditors and attorneys regarding financial compliance as well as global regulatory requirements
Oversight of Investor Relations; creating company presentations, prepping of press releases, correspondence with analysts & retail investors
Tracking of SEO and other ad analytics
Attendance of financial & sales trade shows for multiple industries
Leading M&A strategy for the holding company
Conducting financial analyses of companies for acquisition
Establishment of multi-strategy sales goals & targets across the globe
Coordinated $2M sale to Saudi Arabian Civil Defence; assisted with product & software implementation
Following up with clients throughout the entire sales process
Structuring of capital-investment & buyouts
Family OfficeChief Investment Officer~Advisor
City, STATE, 06/2018Current
Oversaw the entire fund's portfolio($1.4B aum approx.)
Led the team's Due Diligence and investment process by implementing certain industry investment prerequisites through heavy analysis(EBITDA, SWOT, PESTEL, & Porter's Five Forces)
Re-balanced real estate assets in excess of $110m
Structured financings for mixed-use, office, and hospitality acquisitions
Conducted financial analysis(forecast operating expenses, noi, and net cash flows, capex, returns on cash) of large R.E. portfolio acquisitions
Created single asset and portfolio financial presentations(Argus Models)
Provided financing solutions for real estate development firms, start-ups, middle-market companies, and other funds
Buy-out of distressed electronics manufacturer. Re-capitalization of the company, personally hired a new Sales VP, and implemented an M&A strategy which resulted in: a decrease in COGS(through vertical acquisition), expansion into China, raised prices on customized units, which resulted in an increase in profit margins by 35%
Growth of the portfolio companies from 19,000 to 30,000 employees
VSource1 Capital CorpInvestment Banking Analyst/Director
City, STATE, 02/201603/2018
Transformed the company to new capital levels; bringing in multiple-billion dollar funds along with NYSE & NASDAQ clients
Creating & editing term sheets
Gathering Fund/Data Lists and organizing into spreadsheets Creating teasers for private & public companies, tech start-ups, and A-List Actor's Movies
Streamlined processes and assisted funds with structuring of complex transactions
Overseeing pitch meetings from potential clients
Establishing relationships with clients on the "buy" and "sell" side
Assisting in negotiations on multi-million/billion dollar `PIPES', buyouts, and M&A deals
Increased institutional sales(investments) and deal flow from $1.5-5M to $150M-1.2B
Managed the day-to-day activities
Assessed conformance of potential adjustments with company structures and strategic goals
Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance
Researched market trends and developed strategies to capitalize on emerging opportunities
Improved operations by working with neighboring IB firms,interns & analysts, and clients to find workable solutions
Created agendas and communication materials for team meetings.
Recognized by client's senior management for ability to communicate ideas and provide very-detailed reports on investment deals/projects: market, financial & industry analysis. Led to interim exec. management, advisory, and board positions with asset management firms & various tech firms
Self-EmployedTrader/Hedge Fund Consultant
City, STATE, 07/201202/2016
Devised trading, option, or hedging strategies
Analyzed target companies or investment opportunities to inform executive members on investment decisions
Assisted in asset allocation strategy
Specialized in identifying "hot" biotech stocks
Generated alpha-focused day trading strategies while mitigating risk "longer term" holds based on fundamental and/or rigorous technical analysis
Established quantitative methods based on momentum and mean reversion that increased profits
Assisted in the monitoring of markets or positions
Trained & instructed developers and engineers how to simplify processes
Track and analyzed factors that affect price movement, such as trade policies, weather conditions, political developments, or changes in supply and demand
Mentored junior traders on strategies and best practices
Activities and Honors
Beach City Honors Scholar
Business Calculus design competition scoring a 97% green rating
Quantitative Competition 1st prize winner- was given a $50k account and placed 1st out of 35 other finance and mathematics majors & graduates from different colleges across the country
Designed algorithms in high school to begin trading stocks & options in class and at home
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.