Experience

FactRight, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Chief Operating Officer and Principal at FactRight, LLC

  • Oct 2020 - Present

• Vice President - Due Diligence Services

  • Dec 2007 - Oct 2020

  Key Accomplishments• Oversaw department revenue growth of more than 350%• Technical work product has directly generated approximately $2 million in revenue• Created firm’s investment due diligence procedures to improve deliverable timeframes and profit margins• Drove incremental improvement of products and services to win key clients• Developed firm's employee engagement strategies• Standardized firm’s performance evaluation professional development processes• Promoted from Research Analyst (2008) and Due Diligence Director (2012)Leadership and Relationship Management• Oversaw operations of alternative investment due diligence review platform (non-traded REITs, DSTs, private placements, ‘40 Act funds, Regulation A offerings) • Perform quality control on firm’s due diligence/analysis reports before issuance to clients• Manage analyst team of 5• Chaired firm's continuous improvement committee• Represent company to securities issuer executives and clients• Grow firm’s relationships Research, Analysis and Writing• Review and synthesize information from broad range of legal, financial, and third party sources, to assess regulatory, compliance, and investment risk and advise clients on illiquid securities offerings • Composed more than 80 due diligence reports on syndicated real estate investments and other private placements for securities broker dealer clients, representing transaction volume in excess of $1 billion, and more than 20 reports on public, non-traded offerings • Conducted approximately 10 operational due diligence site visits (including executive interviews) with issuersCommunication and Presentation• Given approximately 15 investment product webinar presentations to clients• Compose and edit company marketing pieces and press releases• Chair of editorial board of AI Quarterly, official publication of Alternative & Direct Investments Securities Association (ADISA)• Articles published in AI Quarterly and Wealth Management Business



FMHC Corporation

• Telecommunications
• 1 - 100 Employee

• Site Acquisition Specialist

  • Apr 2007 - Dec 2007

  • Oversaw and coordinated telecommunications facility installations from site identification and analysis through due diligence, leasing and land use permitting • Completed extensive site candidate identification packages after assessing local geography and topography, infrastructure, zoning and planning regulations, technical requirements, and landowner cooperation, in designated search radius • Met with local zoning authorities to discuss proposed installation sites • Audited and abstracted approximately 100 commercial real estate leases for special projects for national wireless carriers