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Work Background
LBX InvestmentsManaging Director, Head of Investor Relations
Dec. 2023Los Angeles, California, United States
LBX InvestmentsSenior Vice President, Investor Relations
Mar. 2018 - Dec. 2023Los Angeles, CA
Big V Capital LLC | Big V Properties LLCSenior Vice President
Jun. 2017 - Mar. 2018Los Angeles, California
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.
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.
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.
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.
Forest City RatnerInvestment Management
Jan. 2008 - May. 2008Brooklyn, NY
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.
The Weitzman Group, Inc.Associate
Jan. 2005 - Oct. 2005New York, NYConducted appraisals, market research and feasibility analyses for institutional real estate owners and developers.
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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