Experience

Winterleaf Investments

• United States
• Financial Services
• 1 - 100 Employee

• Fund Administration Director

  • Jan 2023 - Present

  - Monthly fund valuation for a portfolio comprised predominately of life insurance policies - Credit analysis of insurance carrier counter parties - Compliance program development and training - Development of dashboard analytics and marketing materials - Monthly fund valuation for a portfolio comprised predominately of life insurance policies - Credit analysis of insurance carrier counter parties - Compliance program development and training - Development of dashboard analytics and marketing materials



Streetwise Advisors

• United States
• Financial Services

• Consulting Director

  • Feb 2020 - Present

  - Streetwise Advisors is a finance & investment consulting firm with clients in real estate development, private equity, traditional, and crypto markets. - Streetwise Advisors offers financial modeling classes on YouTube and a course available at: https://streetwisemodeling.thinkific.com/ - Streetwise Advisors is a finance & investment consulting firm with clients in real estate development, private equity, traditional, and crypto markets. - Streetwise Advisors offers financial modeling classes on YouTube and a course available at: https://streetwisemodeling.thinkific.com/



Bitcoin Mining Fund

• Director of Operations

  • Nov 2021 - Dec 2022



Participant Capital

• United States
• Investment Management
• 1 - 100 Employee

• Senior Associate

  • Jan 2019 - Dec 2019

  · Responsible for drafting investment memos, portfolio management duties and financial modeling of a $1B+ portfolio of opportunistic real estate acquisitions, loans, and ground-up development projects · Lead the creation of multiple real estate investment vehicles under Reg D 506(b), Reg S, EB-5 and Opportunity Zone Fund regulations, domiciled Delaware, Ireland, Luxembourg, Peru and Brazil, with over $150MM in AUM, in both closed-ended and open-ended formats · Coordination of PPM drafting, legal structuring, SEC/FINRA compliance, and service provider selection · Overseeing general fund administration, regularly interfacing with auditors, appraisers and legal counsel. · Supporting fund raising efforts through marketing material creation, investor relations, technical sales, investor reporting and team building Show less



Royal Palm Companies

• United States
• Real Estate
• 1 - 100 Employee

• Acquisition Analyst

  • Jan 2017 - Dec 2017

  · Conducted market research for foreign and domestic development sites, determining: legal, political & economic risks; $/sqft, rents, occupancies, hotel ADRs and trends with programed data mining scripts · Analyzed investment opportunities using collected market data and, self-created excel models handling: multiple scenarios, ground-up development and complex capital structures · Created investment packages conveying market data, property information and investment analysis for the use of raising institutional LP equity and debt financing Show less