Experience

Southern Realty Trust

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Associate

  • Oct 2023 - Present

  Originating and underwriting $20-250mm real estate loans across the Southern U.S. Originating and underwriting $20-250mm real estate loans across the Southern U.S.



AFC GAMMA

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Associate

  • Jun 2021 - Oct 2023

  Originating and underwriting $10-100mm+ private real estate debt deals. Originating and underwriting $10-100mm+ private real estate debt deals.



New Fortress Energy

• United States
• Oil and Gas
• 400 - 500 Employee

• Senior Investment Associate

  • Jan 2019 - Jun 2021

  • New Fortress Energy (NASDAQ: NFE), a spin-off of the Fortress Investment Group private equity arm, is a global natural gas and infrastructure business that supplies integrated and customized energy solutions to customers in the Caribbean & Latin America. • Lead analyst in the formation & build-out of NFEs downstream LNG business, which today is forecast to generate ~$250mm in annualized revenue by end of next CY. • Perform due diligence on potential opportunities and construct financial models to determine the economic viability of a project through project financing and/or equity investment. Summarize opportunity through IRR, NPV, DCF, investment mults, etc. • Author and deliver investment memos to the investment committee monthly, based on analysis process listed above. • Supported senior management throughout the IPO process, including filing of the S-1, building out corporate IPO model and materials for roadshow & working with sell-side research analysts to understand the financials of our business and initiate coverage. • Consolidate all financial, commercial & market data into a weekly report for management via integrating models, SQL & Salesforce. • Manage team of four analysts, responsible for assisting in due diligence, analysis & reporting. Update c-suite weekly with progress. • Frequent travel to PR, Jamaica, Bahamas, Mexico, etc. to meet with key players at potential investment sites and support local teams. Show less



Fortress Investment Group

• United States
• Financial Services
• 700 & Above Employee

• Private Equity Analyst at New Fortress Energy

  • Apr 2016 - Dec 2018

  • New Fortress Energy (NASDAQ: NFE), a spin-off of the Fortress Investment Group private equity arm, is a global natural gas and infrastructure business that supplies integrated and customized energy solutions to customers in the Caribbean & Latin America. • Lead analyst in the formation & build-out of NFEs downstream LNG business, which today is forecast to generate ~$250mm in annualized revenue by end of next CY. • Perform due diligence on potential opportunities and construct financial models to determine the economic viability of a project through project financing and/or equity investment. Summarize opportunity through IRR, NPV, DCF, investment mults, etc. • Author and deliver investment memos to the investment committee monthly, based on analysis process listed above. • Supported senior management throughout the IPO process, including filing of the S-1, building out corporate IPO model and materials for roadshow & working with sell-side research analysts to understand the financials of our business and initiate coverage. • Consolidate all financial, commercial & market data into a weekly report for management via integrating models, SQL & Salesforce. • Manage team of four analysts, responsible for assisting in due diligence, analysis & reporting. Update c-suite weekly with progress. • Frequent travel to PR, Jamaica, Bahamas, Mexico, etc. to meet with key players at potential investment sites and support local teams. Show less



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Sales Associate

  • Jul 2015 - Mar 2016

  • Actively worked with Equity Research team to provide investment ideas to Hedge Funds & long only funds with AUM up to $250B • Formulated morning analytical write-ups of stocks in focus each today for senior salespeople to forward to their clients • Developed intra-day thought pieces to add value to client investment decisions & improve quality of sales pitch • Participated on daily phone calls with fund managers where I learned more about the inner-workings of their investment theses. • Created comprehensive excel database of stocks under coverage, financial data and related client accounts to keep team organized and quick to respond around data accounts cared on Show less



UCF Young Investors Club

• United States
• Financial Services
• 1 - 100 Employee

• President

  • May 2014 - May 2015

  -Prepare investment analyses on US equities, FOREX & derivatives to present at weekly meetings-Utilize a blend of fundamental, technical and global macro analysis to formulate short & long term price projections-Investment ideas and strategies are shared daily within a selective active traders group on Facebook-Plan and attend semi-annual investment conferences throughout the nation

• Head Market Analyst

  • Jan 2013 - Apr 2014

  -Prepare investment analyses on US equities, FOREX & derivatives to present at weekly meetings of 100+ students-Utilize a blend of fundamental, technical and global macro analysis to formulate short & long term price projections-Selected as one of 12 students to attend the Nationals Trader Expo at Caesars Palace in Las Vegas-Active role in sourcing funding to begin a club trading account-Share daily investment ideas and strategies within a selective active traders group on Facebook Show less



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Sales & Trading Summer Analyst

  • Jun 2014 - Aug 2014

  -Shadowed two seasoned Repo & Treasury traders for ten days running a $15B book, gaining practical working knowledge of proprietary/flow trading and hedging techniques deployed in these seats -Constructed one pagers every morning to provide the equity sales team with market color on macro news & stocks under coverage -Worked through and broke down various DCF models with research analysts to further improve my valuation skills -Created comprehensive database of mutual fund & hedge fund performance data and metrics, providing a valuable, time saving tool for the equity sales team to use while crafting their sales pitches. -Participated in a series of hour long daily teach-in’s that covered all of the business units within Guggenheim Securities Show less



Lambda Chi Alpha Fraternity, Inc.

• United States
• Civic and Social Organizations
• 200 - 300 Employee

• President

  • Dec 2012 - Dec 2013

  -Youngest president in UCF chapter’s 40-year history at 19 years old -Run the second largest fraternity chapter at the largest undergraduate university in the United States -Manage & control 15 executive committee members as well 115 current active members -Organize & conduct officer meetings, general chapter meetings, brothers meetings & executive committee meetings on a weekly basis -Oversee communication with 1,700+ alumni through networking, planning alumni events & soliciting donations to the chapter -Manage an annual budget of over $150,000 -Implemented new comprehensive financial programs to maximize the collection of dues from past and current members. -Provide direction and guidance regarding events, budgets, community service and more. Show less



Fortress Investment Group

• United States
• Financial Services
• 700 & Above Employee

• Hedge Fund Summer Analyst

  • Jun 2013 - Aug 2013

  • Nine week summer internship that provided integration and exposure to various groups within the Fortress global macro and credit funds. Provided a valuable hands-on experience with high value, high volume deal-flow across a wide range of teams • Prospective $250MM strategic structured finance deal with major textbook rental company • Conducted market analysis due diligence on the rapidly growing $13.2B textbook industry • Analyzed industry trends and competitive landscape to further evaluate the market risk associated with the financing of the deal • Analyze a $101MM UPB Pool of 377 Residential Whole Loans to: • Evaluate monthly performance of portfolio though formation of a financial model and stratification tables • Increase efficiency on the desk through consolidation and organization of data in a more analytical manner • Saved time, allowing group to analyze more investment opportunities on a daily basis Show less



The Mad Hatter

• Retail
• 1 - 100 Employee

• Service Support

  • Oct 2012 - Apr 2013

  -Current job to make money to help fund my personal trading account -Complement bartenders and kitchen staff to ensure the bar & restaurant are operating at maximum efficiency -Assist in counting, organizing and distributing an average of $5,000+ sales per night. -Current job to make money to help fund my personal trading account -Complement bartenders and kitchen staff to ensure the bar & restaurant are operating at maximum efficiency -Assist in counting, organizing and distributing an average of $5,000+ sales per night.



PumpOne

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Operations Intern

  • Jun 2012 - Aug 2012

  -PumpOne LLC creates fitness applications for iPhone and Android. -Worked directly with allocating capital for R&D as well as creating a new version of the app. -Assisted in making phone calls to private gym owners selling our subscription. -Headed an e-mail marketing campaign promoting a new service that was coming out. -Assisted in putting together a pamphlet to present to a venture capitalist. -PumpOne LLC creates fitness applications for iPhone and Android. -Worked directly with allocating capital for R&D as well as creating a new version of the app. -Assisted in making phone calls to private gym owners selling our subscription. -Headed an e-mail marketing campaign promoting a new service that was coming out. -Assisted in putting together a pamphlet to present to a venture capitalist.



UCF Athletics Association Inc.

• United States
• Spectator Sports
• 100 - 200 Employee

• Marketing & Promotions Intern

  • Jun 2011 - Apr 2012

  -Worked during both Football and basketball season. -Attended UCF athletics events and sold season ticket packages. -Took an active role in many marketing campaign brainstorming meetings. -Also worked with finance department with budgeting for the marketing campaigns. -Worked during both Football and basketball season. -Attended UCF athletics events and sold season ticket packages. -Took an active role in many marketing campaign brainstorming meetings. -Also worked with finance department with budgeting for the marketing campaigns.



DECA Inc.

• United States
• Education Administration Programs
• 400 - 500 Employee

• Vice President

  • Aug 2010 - May 2011

  -Assisted president in preparing for club meeting's bi-weekly -In charge of helping any students prepare for the role-play portion of their individual competition categories -Oversaw the creation and implementation of different committee's to help plan various events throughout the year including our state and international competition trips. -Assisted president in preparing for club meeting's bi-weekly -In charge of helping any students prepare for the role-play portion of their individual competition categories -Oversaw the creation and implementation of different committee's to help plan various events throughout the year including our state and international competition trips.



Parkland Basketball/Football Club

• Parkland, FL

• Basketball/Football Referee

  • Sep 2010 - Apr 2011

  -Refereed Football & Basketball games for kids between the ages of 8-14 -Refereed Football & Basketball games for kids between the ages of 8-14



Timber Lake West Camp

• Roscoe, NY

• Junior Counselor

  • Jun 2010 - Aug 2010

  -Worked with children 24/7 for a two month period. -Helped improve decision making skills -Gained a lot of maturity from this experience. -Worked with children 24/7 for a two month period. -Helped improve decision making skills -Gained a lot of maturity from this experience.