Preferred Sectors

 
Healthcare
Fintech
Telecom
Energy

Expertise

 
Private Equity
Other
Hedge Fund

Languages Spoken

 
Spanish
$354.9K

Total Earnings

9

Avg Response Time

97

Jobs Completed

2116

Total Hours Logged


Experience

 
 
Private Equity
BRIC Advisory - Project Consultant
09/2010 - Present
- Assisted in business development and deal execution efforts of financial advisory firm specializing in development bank lending
- Helped funds and project companies raise debt and equity capital
- Participated in and managed all aspects of deal execution including creation of financial models, investment memoranda and borrower presentations

 
Other
Bloomberg, L.P. - Contributing Writer & Editor
10/2010 - 11/2013
- Regularly wrote on business subjects covering economics, finance, investment and international trade for Bloomberg Institute
- Edited work of writers ensuring well written, logically structured content, consistent with Bloomberg’s editorial standards

 
Hedge Fund
MD Sass - Portfolio Manager
07/2006 - 06/2010
- Analyzed investments for $800 million hybrid private equity/hedge fund targeting undervalued companies and securities
- Created valuation models based on liquidation values, asset values, sum-of-parts, and underlying cash flows
- Evaluated spin-offs, liquidations, undervalued equities, turnarounds, and balance sheet restructurings
- Conducted due diligence into company prospects by speaking with management, competitors, suppliers, and customers

 
Private Equity
JP Morgan Partners - Vice President
06/1999 - 05/2006
- Built sophisticated models to evaluate returns for leveraged buyouts, recaps, growth capital, and add-on investments
- Developed strategic and financial criteria with portfolio companies to identify candidates for future acquisition
- Worked closely with CEOs of portfolio companies to extend product lines, improve profitability and enter new markets