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Work Background
Managing Director, Head of Investor Relations
LBX InvestmentsManaging Director, Head of Investor Relations
Dec. 2023Los Angeles, California, United States
Senior Vice President, Investor Relations
LBX InvestmentsSenior Vice President, Investor Relations
Feb. 2018 - Dec. 2023Los Angeles, CA
Senior Vice President
Big V Capital LLC | Big V Properties LLCSenior Vice President
Jun. 2017 - Feb. 2018Los Angeles, California
Investor Relations
RealtyMogul.comInvestor Relations
Jan. 2014 - May. 2017West Los AngelesHead of Investor Relations Team at RealtyMogul.com, an early pioneer in the real estate crowdfunding space.
Advisor
Evercar.Advisor
Aug. 2013 - Mar. 2016Venice, CAFormer advisor at Vision Fleet Capital, LLC. Worked full-time on a variety of start-up projects (recruiting, onboarding, customer development, implementation of back office/financial functions, and software product development) to help CEO get Vision Fleet Capital up and running before transitioning to an advisory role in January, 2014.
Business Development / Operations
Private ConsultingBusiness Development / Operations
Apr. 2012 - Jan. 2014Provided "C" level services to high-growth companies. Representative projects included - Vision Fleet Capital (see above) - Built fully-integrated financial model and performed extensive data analysis for Drybar. - Performed financial audit and analysis, and restructured operational model for local gym (TD Fitness). - Conducted market research for Spokeo on potential B2B applications for their data. - Restructured Ritter Pharmaceuticals’ presentation materials for $100MM+ prospective corporate partnerships. - Developed sales campaign and financial and operational controls for HiroLabs (web/mobile development firm). - Acted as outsourced COO for RideApart.com and restructured company pitch materials.
Investment Representative
Barclays WealthInvestment Representative
Jun. 2009 - Mar. 2012Los Angeles, CADeveloped a commercial real estate-focused ultra-high net worth strategy that raised $40MM in assets and financed an additional $15MM. Transitioned to run operations for largest team in Barclays' LA office.
Investment Management
Forest City RatnerInvestment Management
Jan. 2008 - May. 2008Brooklyn, NY
Equity Research Analyst
UBS Investment BankEquity Research Analyst
Oct. 2005 - Oct. 2007New York, NYWas integral member of UBS REIT Team from '05-'07, building and running team's operational models. Team rose from unranked to #4 in Institutional Investor rankings.
Associate
The Weitzman Group, Inc.Associate
Jan. 2005 - Oct. 2005New York, NYConducted appraisals, market research and feasibility analyses for institutional real estate owners and developers.
Investment Sales Broker
Colliers ABRInvestment Sales Broker
Sep. 2002 - Dec. 2004New York, NYCold called commercial property owners in Manhattan. Represented both buyers and sellers in transactions.
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