Experience

Avila & Company Transaction Advisory Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Founder - Managing Director

  • Apr 2018 - Present

  I'm provide bespoke M&A and transaction advisory services with a goal to increase the value of clients lives. In fact 100% of my M&A strategies start from the question "How do you want your life to look 5 years post-transaction"? I'm dedicated to providing customized solutions to all my clients. I'm provide bespoke M&A and transaction advisory services with a goal to increase the value of clients lives. In fact 100% of my M&A strategies start from the question "How do you want your life to look 5 years post-transaction"? I'm dedicated to providing customized solutions to all my clients.



ShareNett

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • May 2021 - Sep 2021

  ShareNett is a fully regulated private global investment platform, providing 360-degree solutions for private investors. Opportunities are sourced through the collective global relationships of members and various industry relationships built over the past 30+ years. Family Offices, institutional investors and advisors seeking private placements, yield solutions, trading and liquidity options for secondaries or advisory services can learn more by contacting the investor relations team at IR@sharenett.com. All securities and securities transactions offered by and through ShareNett Securities LLC, member FINRA / SIPC and SEC registered broker-dealer. For additional information, please visit ShareNett’s website at www.sharenett.com Show less



Crystal & Company

• Associate Director, Mergers & Aquisitions

  • Dec 2017 - Apr 2018

• Transactional Risk Advisor

  • Dec 2017 - Mar 2018



Agostino & Associates (NJ)

• United States
• Law Practice
• 1 - 100 Employee

• Tax Associate

  • Sep 2017 - Feb 2018



Business and Taxation

• Yonkers, NY

• Consultant

  • Jan 2015 - Dec 2017

  Provide Business and Taxation Consulting for sole practitioners, start-ups, small to medium size business and Non-Profit Organizations. Some of the recent client engagements and activities include: ~ Negotiated a 2 for 1 franchise sale saving the client over $75,000 in franchise fees. ~ Drafted a 10 state sale tax research and analysis project, for an internet startup, to be used as the main content in their tax advisory website. ~ Advised client on federal and state requirements for Non-Profit Organization startup with emphasis on initial capital and operating cost. ~ Assisted with trademark application for the client company. ~ Co-authored taxation Comment letter to IRS analyzing negative tax consequence for international reinsurance companies ~ Managed capital interest transaction to avoid negative tax consequences for client company. Show less



Westchester Community Opportunity Program

• Non-profit Organizations
• 1 - 100 Employee

• Service Advocate

  • Sep 2014 - Jan 2015

  ~ Provided homeless crisis case evaluation and management for veterans ~ Maintained a 90 % procurement and housing retention success rate for homeless veteran-clients ~ Provided expert financial counseling and precise individualized financial plans to veteran clients ~ Reduced a client’s past due rent obligation by $5,000 by expertly negotiating arrears repayment plan ~ Negotiated rental agreements and mediated landlord – tenant conflicts ~ Provided homeless crisis case evaluation and management for veterans ~ Maintained a 90 % procurement and housing retention success rate for homeless veteran-clients ~ Provided expert financial counseling and precise individualized financial plans to veteran clients ~ Reduced a client’s past due rent obligation by $5,000 by expertly negotiating arrears repayment plan ~ Negotiated rental agreements and mediated landlord – tenant conflicts



BARBRI Global

• E-Learning Providers
• 200 - 300 Employee

• Student Representative

  • Sep 2011 - May 2014



Washtenaw County Public Defender's Office

• Ann Arbor, Michigan

• Student Attorney

  • Jan 2014 - Apr 2014

  ~ Revered by peers and clients as extremely professional and effective student counsel ~ Managed a caseload of up to 40 clients per day in extremely high stress environment ~ Guardian ad Litem for child victims of Domestic Violence, ~ Defense Counsel for clients facing misdemeanor charges for theft, retail fraud, DUI, and assault ~ Negotiated plea agreements, and made recommendations in probation and sentencing hearings ~ Participated in jury selection ~ Revered by peers and clients as extremely professional and effective student counsel ~ Managed a caseload of up to 40 clients per day in extremely high stress environment ~ Guardian ad Litem for child victims of Domestic Violence, ~ Defense Counsel for clients facing misdemeanor charges for theft, retail fraud, DUI, and assault ~ Negotiated plea agreements, and made recommendations in probation and sentencing hearings ~ Participated in jury selection



Cordell & Cordell

• Law Practice
• 200 - 300 Employee

• Legal Intern

  • May 2013 - Jan 2014

  ~ Saved client $2.7 million in a contract dispute involving Statute of Frauds ~ Drafted legal documents including discovery request and various motions ~ Evaluated clients’ business assets, financial records, and property interest ~ Saved client $2.7 million in a contract dispute involving Statute of Frauds ~ Drafted legal documents including discovery request and various motions ~ Evaluated clients’ business assets, financial records, and property interest



U.S. Coast Guard

• Armed Forces
• 700 & Above Employee

• Electronic Technician

  • Jul 2007 - Jul 2011

  Third Class Petty Officer, ~ Managed Unit navigation and communications equipment with a value of $5,000,000 ~ Managed equipment procurement budget of $70,000 for staff of 10 people ~ Reviewed, analyzed, and preapproved purchase and fund request ~ Reported directly to unit Commanding Officer regarding budget. ~ Monitored various civilian contracts; reviewed and analyzed bids for contract approval ~ Regularly conferred with unit leaders to monitor unit’s financial status and budget. Earned commendations and awards for devotion to duty, adhering to the Coast Guard Core Values, educational achievements, work ethic, and exceptional service to fellow service members Show less