Willie Ray, II
Palo Alto,CA
Summary
Technology Finance background including Sales and Software Development. Omni-Channel web/mobile solution knowledge DCF, Public Comps, Precedent Transactions, Returns Based Style Analysis, Mean Variance Optimization Applications: MS Office, Capital IQ, Hyperion, Essbase, Salesforce, Tableau Analytics Languages: Spanish, HTML, Java, Excel (including macros, vlookups); Access; and Cognos TM1 or PeopleSoft SAP, Oracle dBase
Overview
24
24
years of professional experience
Work History
Real Estate Fund Property Manager
TCO Capital Markets
Palo Alto, California
07.2022 - Current
- Conducted periodic inspections of properties to ensure compliance with safety regulations and tenant requirements.
- Developed and implemented effective leasing strategies to maximize occupancy rates.
- Assessed rental applications, conducted background checks, and approved or denied prospective tenants based on established criteria.
Private Equity Analyst
LAB Investment Technology LP
Palo Alto, CA
11.2016 - 06.2022
- Using financial statements, I built financial models to display the capital structure and valuation of various private companies and portfolios of companies held by Sequoia, KPCB, KKR, etc
- Prepared valuations for individual private companies
- Adhered to in-depth procedure documenting the PE manager selection process
- Complete detailed due diligence on managers being considered, especially with regard to risk and oversight controls
- Reviewed manager documents and work with Plan Counsel for contract review
- Conducted ongoing oversight for the 40+ PE managers currently in our client portfolios
- Prepared internal and clients reports
- These reports will include qualitative and quantitative analysis
Principal
LAB Investment Management
San Francisco, CA
11.2016 - 06.2022
- Principal Investing group responsible for overseeing LAB Technology Investments hardware & software product creations
M&A Specialist
WR & Co., LLC
Palo Alto, CA
04.2009 - 01.2014
- Select Transaction Experience | Sell-Side Engagement Developed deal flow relationships
- Produce management and industry specific pitch books
- Marketed our clients assets to both strategic and financial buyers
- Constructed three-tier buyer list segmented by industry, buyer type, strategic fit, and asset based interest
- Drafted management deck in prep for for company purchase negotiations
- Performed public company comparable valuation and precedent transaction analyses
- Employed advanced private equity portfolio analysis, including hands-on negotiations with potential investors, and built relationships with key industry insiders and partnered with business development partners to identify major account opportunities for
Product Manager, Retirement Web Services Platform
WebIMC Inc
Palo Alto, CA
04.2001 - 01.2009
- Worked with Stanford PhD's in Decision Analysis on Portfolio valuations
- Solicited Retirement Plans in digital format with online enrollment, investment selection and servicing capabilities
- Created Retirement Platform for Retail customers
- Implemented and evolved high-impact strategies to target new business opportunities, new markets, researched market competitors and industry trends to identify potential new products and services
- Supported the development of investor presentations and marketing tools and supplied necessary industry and market research to target new business
Education
Focused financial modeling and valuation training program, Cost Accounting, Managerial Accounting, Micro-Economics, Macro Economics, Financial Modeling & Decision Science
Investment Banking Institute
San Francisco, CA, United States01.2010
Bachelor of Arts - Social Science, Japanese Corporate Culture, Financial and Management Accounting
University of California at Berkeley
Berkeley, CA, United States01.1991
Skills
- Business Development
- Business Plans
- Contract Review
- Cost Accounting
- Derivatives
- Retirement Plan Direct Selling
- Due Diligence
- Economics
- Financial Analysis
- Financial Modeling
- Financial Planning Specialist
- Omni-Channel Product Integration
- Software Programmer
- Financial Statements
- Investment Advisor experience
- Java
- Macros
- Oracle
- PeopleSoft
- SAP
- Tableau
- 401k Plan expertise
Hobbies and Interests
- Youth Sports Coach
- Positive Coaching Alliance
Timeline
Real Estate Fund Property Manager
TCO Capital Markets
07.2022 - Current
Private Equity Analyst
LAB Investment Technology LP
11.2016 - 06.2022
Principal
LAB Investment Management
11.2016 - 06.2022
M&A Specialist
WR & Co., LLC
04.2009 - 01.2014
Product Manager, Retirement Web Services Platform
WebIMC Inc
04.2001 - 01.2009
Focused financial modeling and valuation training program, Cost Accounting, Managerial Accounting, Micro-Economics, Macro Economics, Financial Modeling & Decision Science
Investment Banking Institute
Bachelor of Arts - Social Science, Japanese Corporate Culture, Financial and Management Accounting
University of California at Berkeley