A highly motivated and results-oriented finance professional with a proven track record of success in financial planning, analysis, and operations. Strong analytical and problem solving skills.
valuation, consulting, capital markets, management, real estate
customer service, business plan, real estate, and sales, operations, satisfaction, strategy, operating systems
Responsible for valuation and management of the investment portfolio of over $1 billion in assets. Managed the financial due diligence process for the acquisition of a private equity firm.
Worked with the real estate team to develop and implement a new consulting firm for the acquisition of a private equity firm.
Created and implemented a new Finance department to ensure the company was compliant with the company's policies and procedures. This included the creation of a new venture capital structure.
Responsible for the development of the investment portfolio of the company. Also, the equity, bond, and equity markets.
Developed and implemented a new venture capital markets and the investment portfolio. Successfully negotiated a $1.5 million deal with the bank.
Develop and implement a new business model for the company. Oversee the development of the annual operating plan. Analyze and report on the financial performance of the company.
President and Chief Executive Officer
Cavalry Portfolio Services
Manage the operations of the company, including the development of a new business plan, the creation of a new brokerage firm, and the development of a new client base.
Led the development of a new business development program that resulted in a successful marketing plan for the company. Developed a communications system to facilitate the maintenance of the client base.
Oversaw the development of a new business and maintenance of the company, including the development of a multi-million dollar joint venture, a real estate developer, a private equity firm, and a public company.
Responsible for the development of a new product launch and the creation of a new product line. Led the team to develop a web-based application that increased the number of customers and services.
Developed and implemented a new customer service strategy and sales team to improve customer satisfaction and profitability. Negotiated and managed a $1.
Negotiated and managed a $1.5M contract with a major supplier. This resulted in a 10% reduction in costs.