Managing Partner & Founder

• Apr 2022 - Present

Portfolio Manager | Investor

• Oct 2020 - Present

Successfully constructed & manage a $1.1M rental portfolio, producing over $600K in capital gains within a 16-month timeframe, 5% cap rate, with less than 20% LTV. Key Accomplishments: - Devised an automated tenant management system and streamlined processes, ensuring scalability and risk minimization. - Conducted comprehensive macroeconomic research, facilitating the strategic acquisition of high-upside properties ahead of the housing market rally during the pandemic-induced low interest period. - Orchestrated strategic decisions concerning capital and operational expenses to foster long-term value. An exemplary initiative involved terminating a long-term tenant lease to invest $20K in renovations, subsequently driving a $1K increase in monthly rent for a single property. - Consistently explored prospective opportunities in diverse markets, conducting feasibility studies for future real estate development projects in collaboration with developers from my personal network. Show less

Financial, Marketing Strategist & Tax Strategist | Family-Owned Auto Business

• Jan 2018 - Present

Played a pivotal role in transitioning family-owned auto business into absentee model that's been owned for 20 years. Oversee financial management, marketing strategy, and tax planning for a venture that consistently generates over $25,000 in monthly gross receipts. Key Accomplishments: - Successfully spearheaded a trio of roles encompassing financial management, tax strategy, and marketing in a dynamic business environment, significantly enhancing the financial performance and market footprint of the company - Developed sophisticated financial and data models by utilizing more than 15 years’ worth of operational data and over 120,000 transactions. This enabled the effective visualization of business performance and spurred the development of optimization strategies - Formulated and executed a comprehensive tax strategy aimed at maximizing deductions and ensuring total regulatory compliance, yielding considerable cost savings. -Initiated and guided marketing campaigns while forging strategic alliances with local car dealerships and small businesses. This resulted in a notable increase in customer loyalty and an expansion of the company’s regional market share. Show less

Director of Finance And Operations

• Jul 2021 - May 2022

Financial Director with tech start-up that was at the tome the largest GPU Blockchain management company in Atlanta. Successfully scaled the company to $3 Million in Revenue, 100+ Clients, and $3 Million in computing AUM in the first 12-months of the Company's existence. Oversight and execution of Financial and Investment strategy, Modeling, and Forecasting of business as it transitioned to Phase II of business model into Data Analytics and Cloud Computing services. Implement and initiate company-wide processes to improve organizational efficiency, company credibility, and brand value in order to optimize valuation benchmarks in anticipation of VC Investors and Capital raising prospects projected to start by the end of 2022 to Q1 of 2023. Show less

Industrial Associate

• Jan 2020 - Jan 2021

Lead Finance Intern

• May 2017 - Nov 2017

• Produced and assisted on campaign financial statements including donor forms, disclosure reports, budgeting, ect. • Worked and assisted with the Finance team that raised $2.1 million during the campaign cycle. • Analyzed databases, contacts, and other spreadsheets for the purpose of identifying prospective donors. • Worked with the finance team to create strategy, generate leads, and create finance committees • Produced and assisted on campaign financial statements including donor forms, disclosure reports, budgeting, ect. • Worked and assisted with the Finance team that raised $2.1 million during the campaign cycle. • Analyzed databases, contacts, and other spreadsheets for the purpose of identifying prospective donors. • Worked with the finance team to create strategy, generate leads, and create finance committees