Experience

Westward Capital Group

• United States
• Investment Management
• 1 - 100 Employee

• Principal

  • May 2016 - Present

  Austin, TX



Impact Multi-Family Investments

• United States
• Real Estate
• 1 - 100 Employee

• President

  • Jun 2016 - Oct 2017

  Austin, Texas Area



Tishman Speyer

• United States
• Real Estate
• 700 & Above Employee

• Associate - Corporate Strategy

  • Sep 2015 - Mar 2016

  Greater New York City Area

• Analyst - Asset Management

  • Apr 2014 - Sep 2015

  Greater New York City Area



Great Stuff Inc. Makers of RoboReel

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Dir. of Business Operations

  • Jun 2011 - Dec 2013

  • Executed day-to-day operational activities for consumer products start-up with over $50 million invested • Built bottom-up financial models during company’s budgeting process to forecast cash flows, anticipate future capital needs and identify potential cost savings • Managed time-sensitive projects such as implementing product testing standards and overseeing web development project • Led effort to get firm products into $2.8 billion dollar retailer by devising a… Show more • Executed day-to-day operational activities for consumer products start-up with over $50 million invested • Built bottom-up financial models during company’s budgeting process to forecast cash flows, anticipate future capital needs and identify potential cost savings • Managed time-sensitive projects such as implementing product testing standards and overseeing web development project • Led effort to get firm products into $2.8 billion dollar retailer by devising a strategy to circumvent the retailer's bureaucratic product selection process; resulted in a personal meeting with the CEO and getting the products on the network for the 2013 holiday season • Reduced company’s annual patent costs by 50% by analyzing the international patent portfolio based on maintenance costs, patent importance, and national market size; resulted in a $240,000 annual savings in patent related fees • Traveled to China, Taiwan, Canada, and Mexico to qualify vendors, manufacturers, and toolmakers and to help determine sourcing decisions impacting lead-times, product costs, pricing, and logistics Show less



Viant Group, LLC

• United States
• 1 - 100 Employee

• Summer Analyst

  • Jun 2010 - Aug 2010

  San Francisco Bay Area • Conducted industry M&A-related research for boutique investment bank serving middle-market clients across a range of industries including technology, healthcare, financial services and business services • Identified approximately 150 corporate acquisition targets in the healthcare software industry; subsequently narrowed the list down to five companies based on valuation metrics, business model and end-market exposure; resulted in additional due diligence on three companies by… Show more • Conducted industry M&A-related research for boutique investment bank serving middle-market clients across a range of industries including technology, healthcare, financial services and business services • Identified approximately 150 corporate acquisition targets in the healthcare software industry; subsequently narrowed the list down to five companies based on valuation metrics, business model and end-market exposure; resulted in additional due diligence on three companies by financial sponsor client • Drafted memorandum on the emerging rare earth mineral industry and assessed Viant’s ability to provide advisory services to firms in this sector Show less



UBS Wealth Management

• Banking
• 1 - 100 Employee

• Summer Analyst

  • Jun 2009 - Aug 2009

  Greater New York City Area • Executed day-to-day activities related to team of four professionals allocating assets for a $5 million portfolio based on the client required rate of return and risk tolerance • Utilized Bloomberg terminal to monitor news, research and price movement related to portfolio holdings