Experience

Progress Residential®

• United States
• Real Estate
• 700 & Above Employee

• Senior Vice President, Chief of Staff

  • Nov 2022 - Present

  Atlanta, Georgia, United States Chief of Staff to the CEO; Progress Residential, wholly owned by Pretium ($50B+ AUM), is the leading single-family rental (SFR) platform in the United States, with over 90,000 homes across 30 markets.



ADS-TEC Energy

• Germany
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Head Of Business Development

  • 2022 - 2022

  Miami, Florida, United States Led Global Strategy and Business Development. ADS-TEC Energy (Nasdaq: ADSE) is a global B2B technology company that delivers ultra-fast EV charging and decentralized energy storage solutions, allowing for up to 320 kWh EV charging even in grid limited cities around the globe.



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Assistant to the Chairman - Executive Strategist

  • 2021 - 2022

  St Petersburg, Florida, United States Led special projects that shape the firm’s business development and ongoing success across capital markets, brokerage, asset management, and retail banking. Participated in all senior management meetings (e.g. Board of Directors, Executive Committee, Department Head, Budget) and collaborated with executive team on strategic initiatives, including merger and acquisition opportunities, operational improvements, and new product evaluations. Presented analysis and recommendations to… Show more Led special projects that shape the firm’s business development and ongoing success across capital markets, brokerage, asset management, and retail banking. Participated in all senior management meetings (e.g. Board of Directors, Executive Committee, Department Head, Budget) and collaborated with executive team on strategic initiatives, including merger and acquisition opportunities, operational improvements, and new product evaluations. Presented analysis and recommendations to the senior management team and directed the transition of approved recommendations into implementation. Show less



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • 2019 - 2020

  Dallas, Texas CIO of a multi-billion-dollar Private Wealth Management team, advising Fortune 100 CEOs and entrepreneurs across technology, retail, energy, real estate, logistics, and healthcare. Responsible for all investment decisions and portfolio implementation across global capital markets. Partnered with cross-divisional teams to secure new advisory mandates and design exit strategies for entrepreneurs and executives going through $100mm+ liquidity events.

• Associate

  • 2017 - 2019

  Dallas, Texas

• Financial Analyst

  • 2015 - 2017

  Dallas, Texas Financial Analyst on a top producing Private Wealth Management team with $6B AUM serving the Ultra High Net Worth segment across the Southwest Region.



Optimum Capital Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Financial Analyst - Global Macro Hedge Fund

  • 2014 - 2015

  Miami, FL / London, UK Optimum Capital Partners is an alternative asset manager and family office based in Miami, FL. Joined the team to focus on the launch of W1 Capital, the firm’s new global macro hedge fund of funds. I was responsible for the creation of the fund’s first asset allocation model, manager selection process, weekly attribution analysis, and monthly investor communication. In addition, led due diligence for private equity opportunities in the agribusiness sector, including site visits… Show more Optimum Capital Partners is an alternative asset manager and family office based in Miami, FL. Joined the team to focus on the launch of W1 Capital, the firm’s new global macro hedge fund of funds. I was responsible for the creation of the fund’s first asset allocation model, manager selection process, weekly attribution analysis, and monthly investor communication. In addition, led due diligence for private equity opportunities in the agribusiness sector, including site visits, research, and valuation. Given the global nature of the portfolio and investors, communicated with internal and external stakeholders in 4 different languages. Show less



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2013 - Aug 2013

  New York, NY Investment Banking Summer Analyst in the Latin America M&A group. Evaluated sell-side transactions in the footwear and telecom sectors, partnering with management teams to build financial projections and valuation models.