Experience

Glacier Global Partners

• United States
• Real Estate
• 1 - 100 Employee

• Senior Associate

  • Feb 2023 - Present

  New York, New York, United States Global Glacier Partners - Real Estate Private Equity Glacier Global Partners is a fully-integrated commercial real estate investment firm focused on debt and equity investments secured by all property types. We provide first mortgage loans, mezzanine financing, preferred equity and JV equity investments. Glacier's owned real estate portfolio includes data centers, multifamily properties, office buildings, hotels, and retail properties. We strive to create value by taking an… Show more Global Glacier Partners - Real Estate Private Equity Glacier Global Partners is a fully-integrated commercial real estate investment firm focused on debt and equity investments secured by all property types. We provide first mortgage loans, mezzanine financing, preferred equity and JV equity investments. Glacier's owned real estate portfolio includes data centers, multifamily properties, office buildings, hotels, and retail properties. We strive to create value by taking an active hands-on approach in all aspects of our business including risk analysis, financing, operational assessment, property management and portfolio asset management. Our expertise in real estate valuation, deal structuring, operations, and ground-up development enables us to be opportunistic in our investment approach, and achieve outsized returns on a risk-adjusted basis. Show less



Hamptons Coconuts

• Chief Executive Officer

  • May 2022 - Present

  Supplying premium cobranded coconuts to the best poolside and beachside venues in New York City, the Hamptons, and beyond.



White Fox Scooters

• Founder and CEO (Acquired)

  • Jun 2018 - Apr 2023

  Greater New York City Area • Proptech micromobility startup that is the first dock-to-dock e-scooter company in the US, catering to walkable cities and microcommunities through partnerships with universities, private properties, and local governments • Currently operating in 3 cities in NJ (Jersey City, Hoboken, Weehawken), a university in Oklahoma (Oklahoma Baptist Unversity) as well as the surrounding downtown Shawnee, OK area. (Signed exclusive contracts with 30+ private properties, 1 university, 2… Show more • Proptech micromobility startup that is the first dock-to-dock e-scooter company in the US, catering to walkable cities and microcommunities through partnerships with universities, private properties, and local governments • Currently operating in 3 cities in NJ (Jersey City, Hoboken, Weehawken), a university in Oklahoma (Oklahoma Baptist Unversity) as well as the surrounding downtown Shawnee, OK area. (Signed exclusive contracts with 30+ private properties, 1 university, 2 governments) • Added our micromobility amenity to properties by some of the top developers, owners, and property managers in the market such as Mack-Cali/Roseland, Greystar, Bijou Properties, and many more • Hit peak monthly revenue of $30k and over $100k in revenue last year • Raised $300k+ from angels and strategic investors • Hired and managed 15+ employee team consisting of several operations teams in multiple markets as well as an in-office MBA intern teams from HBS and CBS • Stabilized management and operations team to run independently Show less



My EventMate

• IT Services and IT Consulting

• Founder and CEO

  • Aug 2016 - Aug 2018

  • EventMate is a one-stop shop for events that consolidates ticketing, networking, and Q&A in one seamless app. Attendees love the app because it fosters meaningful relationships by allowing them to pre-plan their meetings before going to events through swiping, matching, and messaging. We solve the problem of event organizers having to coordinate many different applications as well as attendees being dissatisfied by not meeting relevant people at events. • In only a few short months of… Show more • EventMate is a one-stop shop for events that consolidates ticketing, networking, and Q&A in one seamless app. Attendees love the app because it fosters meaningful relationships by allowing them to pre-plan their meetings before going to events through swiping, matching, and messaging. We solve the problem of event organizers having to coordinate many different applications as well as attendees being dissatisfied by not meeting relevant people at events. • In only a few short months of launching, we achieved 70% month-over-month MAU growth, started generating revenue, and landed partnerships with many huge events (with over 1,000 people) hosted by WeWork, Young President's Organization (YPO), Black Expo America, and Houston Black Film Festival. • Managed a team of 3 full-time and 12 part-time interns (including developers, UI UX designers, marketing, Bus. Dev.) • Selected for the WeWork Labs (Area 51) Incubator Program Launched on the App Store in July 2017 Show less



Saxena Properties, LLC

• Managing Member

  • Jan 2016 - Aug 2016

  Greater New York City Area • Ran financial modeling and entire acquisition process of 4 single family properties strategically placed on outskirts of downtown Charlotte • All properties have almost doubled in value since purchase and have had consistently high rent/purchase ratios throughout hold period



Telos Advisors

• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst

  • Sep 2015 - Aug 2016

  Mergers and Acquisitions in the Technology space • Financial modeling: Performed operating models, precedent transactions, and public comps for mandates and pitches in various sectors within the technology industry such as digital media, online content, etc. (Telos was ranked in the top 10 by number of deals closed in these sectors according to 451 Research in 2015) • Research and pitch book: Conducted Capital IQ and online research on public and private companies, compiled potential… Show more Mergers and Acquisitions in the Technology space • Financial modeling: Performed operating models, precedent transactions, and public comps for mandates and pitches in various sectors within the technology industry such as digital media, online content, etc. (Telos was ranked in the top 10 by number of deals closed in these sectors according to 451 Research in 2015) • Research and pitch book: Conducted Capital IQ and online research on public and private companies, compiled potential buyers lists, completed public information books (PIBs) as well as various other projects on emerging industries such as virtual reality and augmented reality • Live transaction: Was the only junior team member on deal teams for two separate $50MM sell-side mandates in the technology industry, assisted VP in every step of the deal from the pitch, engagement agreement, financial model, executive summary, management presentation, go-to-market strategy, data room, and buyer tracking documents Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jun 2013 - Aug 2015

  Greater Los Angeles Area Los Angeles East Regional Commercial Banking Office; July 2014-September 2015 • Manage all aspects of the Bank's underwriting process for senior relationship managers for one of leading revenue-generating RCBOs in the U.S. • Financial modeling and underwriting: Completed full underwriting memorandums and annual reviews which included analysis of the following: Risk Rating, Industry, Borrower/Management, Collateral, Financial Statements, and Projections • Research and pitch book:… Show more Los Angeles East Regional Commercial Banking Office; July 2014-September 2015 • Manage all aspects of the Bank's underwriting process for senior relationship managers for one of leading revenue-generating RCBOs in the U.S. • Financial modeling and underwriting: Completed full underwriting memorandums and annual reviews which included analysis of the following: Risk Rating, Industry, Borrower/Management, Collateral, Financial Statements, and Projections • Research and pitch book: Created all documents necessary for prospecting efforts including initial sniff test, pricing document (Pricer), term sheet, and covenant analyses Commercial Strategies Group; June 2013-July 2014 • Group was created to bring investment banking mindset to the commercial bank • Attended two weeks of accelerated credit training at San Francisco headquarters, which included accounting and credit fundamentals • Financial modeling: Performed a variety of analyses including benchmarking, working capital, sustainable growth, debt capacity, and WACC models • Research and pitch book: Performed extensive industry and company-specific research, created pitch books (referred to as discussion books that include industry and company-specific sections, coupled with the financial analyses) for Relationship Managers Show less



Consilium Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst Intern

  • Jun 2012 - May 2013

  Greater Boston Area • Financial modeling: Performed DCF analysis, precedent transactions, public comps, and basic LBO investor model for mandates and pitches in various sectors including healthcare, IT, manufacturing, and retail (average size ~US$10MM) • Research and pitch book: Conducted Capital IQ and online research on public and private companies, compiled potential buyers list, collected and analyzed company financials for a prospective deal in flow control and building products industry • Live… Show more • Financial modeling: Performed DCF analysis, precedent transactions, public comps, and basic LBO investor model for mandates and pitches in various sectors including healthcare, IT, manufacturing, and retail (average size ~US$10MM) • Research and pitch book: Conducted Capital IQ and online research on public and private companies, compiled potential buyers list, collected and analyzed company financials for a prospective deal in flow control and building products industry • Live transaction: For a US$10MM sell-side mandate in technology industry, assisted Associate in developing teaser; performed financial analysis and due diligence on 5 prospective buyers; expected to participate in buyer calls and managing the data room Show less



STS Capital Partners

• Canada
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst Intern

  • Nov 2012 - Apr 2013

  • Working on a US$500MM-1Bn buy-side mandate for a Chinese oil company seeking acquisition target in the U.S. or Canada • Expected to participate in various phases including: NDAs, target profiling, due diligence, valuation and financing analysis



Gerstein Fisher

• Private Wealth Management Intern

  • May 2011 - Aug 2011

  New York, New York



Santa Cruz Capital

• Merger & Acquisition Intern

  • May 2010 - Aug 2010

  • Built a database of C-level contacts within target corporations which resulted in at least 1 acquisition • Identified over 500 acquisition targets with bios and completed ahead of schedule • Researched and delivered investment briefings complete with financial summaries • Participated in meetings with middle market investment advisory services • Interacted with Co-founder and CEO on a regular basis



Rosenthal Baker Berman & Associates

• Accounting Audit Intern

  • Mar 2010 - May 2010

  • Prepared Tax Forms for personal and corporate tax returns • Consulted and presented information to clear client of corporate IRS audit • Worked closely with CPA’s to provide research for the audits and created financial excel spreadsheets for the accounting requirements