Experience

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  AlgoReturns, LLC

  • Westfield, NJ

  • CFO

    • Apr 2020 - Present
    • Westfield, NJ

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  Investment Services

  • New York, NY & Chester, NJ

  • Principal, Executive Advisor/Consultant

    • 2008 - Apr 2020
    • New York, NY & Chester, NJ

    General management and financial consulting firm; buy/sell-side advisory, business plan review, and valuations. Source, screen, and assess private equity opportunities. Work with portfolio company and lead teams in in-depth industry/company-specific research, financial modeling/valuation, and reporting. Advise clients on business planning, budgeting/forecasting, and asset valuation. • Negotiated high-volume win-win strategy between FinTech client and Retail partner after modeling revenue split versus volume scenarios, gaining agreement to move more product with higher revenue percentage.• Identified optimum transition strategy and created transition plan for client company after analyzing client needs and options, capturing client agreement to minority sale.

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  Huff Alternative Fund II

  • Morristown, NJ

  • Partner, Research Director – Business Development

    • 2003 - 2008
    • Morristown, NJ

    Promoted to drive growth of Huff startup specializing in alternative investments. Directed team of 10 analysts in complex, detailed research projects across multiple asset classes to identify attractive investment opportunities and convince clients to accept new investment possibilities. Typically managed up to 10 concurrent research projects, delivering all on time. Raised $2B.• Principal member of marketing team pitching clients, sourcing and screening private equity and distressed debt deals in TTM, energy, chemical, healthcare, cable, paper, and forest products, as well as mineral and mining industries. Built client relations and collaborated with portfolio company leaders, including interim CEO and board positions.• Collaborated in development of proprietary research methodology that gained company stellar reputation throughout investment industry.• Served as CEO of portfolio company driving 50% profit increase after completely reorganizing infrastructure and leadership teams, updating accounting systems, and implementing new sales/pricing model in 18 months.• Immediately increased profits for portfolio companies by enhancing synergies through consolidated operations and reconfigured distribution system.

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  WR Huff Asset Management

  • Morristown, NJ

  • Research Director, Domestic High Yield & Emerging Market High Yield

    • 1998 - 2003
    • Morristown, NJ

    Domestic High Yield (2000-2003) • Promoted to lead team of 25 analysts in freeing up backlog by identifying and evaluating new investment opportunities for $16B fund. Directed new issue research projects, ongoing maintenance coverage of assigned credits, and idea/report generation. Pitched research strategy to clients and prospects to support large AUM growth. Improved analyst training.• Streamlined and standardized research process cycle from deal screening to buy/sell agreements, enhancing productivity, accelerating flow of needed information, and improving relations between research staff, portfolio managers, and traders.Emerging Market High Yield (1998-2000)• Key member of marketing team pitching potential clients and raising $1B in funds. Led team of five analysts specializing in emerging market credits, as well as team focused on domestic high yield fund. Ensured issuance of needed reports.

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  WR Huff Asset Management

  • Morristown, NJ

  • Senior Analyst, Alternative Assets Fund - High Yield Analyst

    • 1992 - 1998
    • Morristown, NJ

    Senior Analyst, Alternative Assets Fund (1996-1998)• Researched and analyzed potential investment opportunities with focus on mezzanine-level securities. Led research projects, applying quantitative and qualitative analysis to identify investment candidates. Created reports for decision-makers.• Collaborated with Huff partners and directors in deal structuring, valuation analysis, and financial modeling/projections. High Yield Analyst (1992-1996)• Researched high yield credits across wide array of industries. Managed research projects for new issues using quantitative and qualitative industry and credit analysis, asset protection/valuation analysis, and financial modeling/projections.• Managed 25+ credits in multiple industries. Performed modeling and led projects in continual collaboration with partners in subject companies.

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  Deloitte Consulting

  • Greater New York City Area

  • Senior Consultant - Valuation Group

    • 1989 - 1992
    • Greater New York City Area

    Performed value analyses of intangible assets for purchase price allocations; valued privately-held businesses for estate and tax planning. Applied discounted cash flow, comparable company, and comparable transaction analyses.