Bio
Credentials
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Fundamentals of Alternative Investments
CAIA AssociationApr, 2023- Apr, 2026 -
Blockchain Technologies: Innovation and Application
MIT Sloan School of ManagementJan, 2022- Apr, 2026 -
Series 7 & 63
FINRA
Experience
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VP, Business Operations and Strategy
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Mar 2018 - Present
Co-Founding Team Member: Played a pivotal role in the founding team of RealBlocks, contributing to its strategic direction, revenue generation and platform development.Led the Creation of Essential Infrastructure:• Broker Dealer: Directed the creation of RealBlocks' Broker Dealer entity across 50 states, ensuring compliance with regulatory requirements and facilitating business operations.• Registered Investment Advisor: Orchestrated the formation of RealBlocks' Registered Investment Advisor, enhancing the company's service offerings and credibility in the financial services industry.• SOC II Type II Cybersecurity Audit: Led the successful completion of a SOC II Type II Cybersecurity Audit, underscoring RealBlocks' commitment to data security and client trust.• International Expansion: Pioneered the expansion of RealBlocks' operations into international markets, driving strategic growth initiatives and tapping into new business opportunities.Roles and Responsibilities:• Strategic Planning and Prioritization: Played a key role in driving prioritization of product features and enhancements, aligning product development efforts with market demand and business objectives.• Cross-Functional Collaboration: Collaborated across various departments including product, marketing, sales, and operations to ensure alignment of strategies and seamless execution of initiatives, fostering a cohesive and integrated approach towards achieving organizational goals.• Market Research and Analysis: Collaborated with business development and product teams to identify market needs and competitive landscape, gathering insights to inform product development and commercialization strategies.• Client Engagement and Relationship Management: Leveraged expertise in the alternative investments industry to understand client pain points and preferences, fostering strong client relationships and tailoring solutions to meet their needs.
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Ten-X
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New York, NY
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Analyst
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Feb 2017 - Feb 2018
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New York, NY
Ten-X is the nation’s leading online real estate marketplace, having sold $50 billion+ of residential and commercial properties since 2007. We bring quality assets to the market and attract prospective investors from around the world. By virtue of our best-in-class marketing and scalable technology platform, buyers and sellers are able to conduct transactions in a transparent, efficient manner – entirely online.The company is headquartered in Irvine and Silicon Valley, CA, and has offices in key markets nationwide. Investors in Ten-X include Thomas H. Lee Partners and Capital G (Formerly Google Capital)
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Stan Johnson Company
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New York, NY
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Net Lease Brokerage
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May 2016 - Aug 2016
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New York, NY
• Member of top producing SJC brokerage team in New York.• Developed thorough understanding of sales process by conducting research of net lease industry and preparing pricing analyses and offering memorandums. • Analyzed and evaluated real estate property and market data as part of due diligence process for project deliverables.
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Federal Reserve Bank of Atlanta
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Atlanta, GA
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Supervision and Regulation
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May 2015 - Aug 2015
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Atlanta, GA
• Strategically restructured budget consisting of 15 business lines through extensive research, informational interviews and applicable resources. • Enhanced business process tool intended for implementation of operational change with cross-divisional reach. • Initiated design and structure for application aimed to enhance career long learning opportunities. • Independently formulated comprehensive learning tool providing an efficient way to increase specified leadership competencies on a daily basis.
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Education
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2012 - 2016University of Georgia - Terry College of Business
Finance and Real Estate -
2014 - 2014Istituto Lorenzo de' Medici
Florence, Italy
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References
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