Expert Details
Entrepreneurship, Real Estate, and Manufacturing
ID: 739733
New York, USA
Throughout his storied career and his multiple CEO and Co-Founder roles, Expert's deliverables have included financial valuation modeling and forecasting; database systems developed from zero; inventory management; revenue management; and ERP rollouts.
Expert has been recognized for skills in financial modeling and analysis; industry research; attention to detail; private equity; M&A; financial structuring; negotiations; inventory management; and numerous related industry fields.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2019 | Degree: Masters' Degree | Subject: Strategic Management and Real Estate | Institution: Harvard University |
| Year: 2009 | Degree: Bachelor's Degree | Subject: Accounting and Finance | Institution: St. Edward's |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2021 to Present | Employer: Undisclosed | Title: Principal | Department: |
Responsibilities:Expert is Principal of his firm, where he specializes in private equity, investment banking, and real estate.He has managed the transactions, analysis and underwriting of $205 million in mixed-class commercial real estate assets. A total of 23 deals have ranged up to $47 million. In this capacity, Expert sped deal analysis by >150% through standardized analysis. He also sourced over $30 million in debt capital placements for a commercial real estate debt brokerage facility. |
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| Years | Employer | Title | Department |
| Years: 2021 to Present | Employer: Undisclosed | Title: CEO and Co-Founder | Department: |
Responsibilities:Expert is Co-Founder and CEO of this real estate lending platform, which affords real estate investors the opportunity to review multiple network quotes. The network encompasses investment lenders, who in turn enjoy easy access to deal flow fitting their lending criteria, which Expert's marketplace pre-screens and pre-qualifies.Expert's group automates underwriting schemes, folding best practices into proprietary AI market analytics, to broker each deal between real estate investors and funding partners who fit criteria speedily and efficiently. |
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| Years | Employer | Title | Department |
| Years: 2010 to Present | Employer: Undisclosed | Title: Founder | Department: |
Responsibilities:Expert founded this real estate private equity firm -- handling multiple asset classes -- which deals in investments up to $40 million.Among other achievements, Expert has underwritten $70 million in real estate assets. Additional critical responsibilities have included conducting a financial SWOT analysis applying to projection modeling and target assets, as well as economic analyses pertaining to multiple regions. |
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| Years | Employer | Title | Department |
| Years: 2019 to Present | Employer: Undisclosed | Title: Head of Real Estate Investment Banking | Department: |
Responsibilities:Expert manages a group of junior bankers who analyze investment opportunities. The team also explores capital raising opportunities for general partners in real estate. Targets include equity and debt capital. |
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| Years | Employer | Title | Department |
| Years: 2018 to 2020 | Employer: (Undisclosed) | Title: CEO and Co-Founder | Department: |
Responsibilities:Expert co-founded and served as CEO of this commercial real estate investment-serving machine learning analytics company. His specialties included undervalued assets identification, as well as growth prediction. |
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| Years | Employer | Title | Department |
| Years: 2017 to 2018 | Employer: (Undisclosed) | Title: CMO and Director of Business Operations | Department: |
Responsibilities:Developed the marketing campaign for this diabetes management platform, which leveraged distinctly new and innovative methods to ease the financial burden of medical care for diabetic patients. |
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| Years | Employer | Title | Department |
| Years: 2015 to 2016 | Employer: Greystar | Title: Financial Analyst | Department: |
Responsibilities:Expert created and used models -- and developed and leveraged financial projects -- for clients who included first- and third-party beneficiaries. |
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| Years | Employer | Title | Department |
| Years: 2011 to 2015 | Employer: Brand FX | Title: Operations Analyst and Production Control | Department: |
Responsibilities:Working as Operations Analyst and key player in Production Control, Expert provided guidance and assistance in buyout valuations; created production processes; designed reporting; and supported operations decisions at the senior managerial level. |
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| Years | Employer | Title | Department |
| Years: 2009 to 2011 | Employer: GM Pharma | Title: Financial Analyst | Department: Sales and Inventory Management |
Responsibilities:Providing financial analysis in Sales and Inventory Management, Expert stewarded financial reports and looked after team efficiency. He helped adjust processes to maximize returns. |
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Fields of Expertise
financial analysis, commercial real estate, commercial real estate appraisal, corporate real estate, real estate, real estate development, real estate economics, real estate finance, real estate investment, pharmaceutical industry, investment banking, finance, finance industry, financial service, inventory, inventory management, financial model, financial modeling, financial forecasting, database, database management, database development, database file management, database management system, Revenue Management, enterprise resource planning, ERP rollout, M&A, private equity, private equity fund, financial structure, financial structuring