Highly skilled and experienced entrepreneur and manager with a record of success developing and growing businesses in competitive markets. Dynamic leader with well-developed communication and leadership abilities and the demonstrated ability to manage effectively in high-pressure situations with rapidly shifting priorities. Strong finance background with operations experience that encompasses strategic vision, execution and business development.
Strategic Advisory Expertise: Provided comprehensive business, financial & strategic advice to publicly & privately-held businesses, family offices and not-for-profit organizations. We help our clients clarify and exceed their goals by developing targeted solutions specifically designed and executed for them.
Customized Problem-Solving: Delivered innovative, client-specific strategies by identifying critical challenges, developing actionable solutions, and overseeing their seamless execution, resulting in measurable performance improvements and enhanced operational efficiency.
Holistic Client Engagement: Built trusted relationships with a diverse portfolio of clients by offering personalized, results-driven advice and strategic partnerships that clarified objectives and consistently exceeded expectations.
Financial and Personal Mastery and Executive Coaching
Empower people with the skills to prosper in the face of adversity through next-generation leadership, sensemaking, and anti-fragility training.
Targeted neuroscience based performance coaching to accelerate your personal and financial evolution, and to help you develop and deploy your gifts to become strong leaders for your families and communities.
Performed at a top level in various roles including proprietary trader, analyst and portfolio manager for various hedge funds and trading firms.
Was one of the top ranked traders & PMs at several firms before starting my own multi-strategy fund in 2007 called Incremental Capital.
Helped companies raise capital through numerous debt and equity offerings. Worked on a host of significant transactions including representing Goldman Sachs’ Whitehall Funds, Vornado and Starwood in various real estate related acquisitions and dispositions. Analyzed clients’ corporate structures, prepared defensive profiles and recommended remedies to the Board of Directors of corporations subject to a potential hostile takeover. Represented acquirors and targets in all aspects of merger and acquisition transactions, including purchases and sales of stock, assets and divisions, management buy-outs, roll ups and Chapter 11 dispositions. Representation included both public and private companies on buy-side and sell-side across a wide range of industries including, financial services, telecommunications, health care, technology and energy