- Co-founded investment firm targeting small cap assets within growth markets - Responsible for all portfolio operations including financial reporting

- Founded data-driven private equity operating and strategy consulting firm - Led investments and operations in over $200M diversified portfolio, targeting long-duration assets within segmented markets, which generated industry leading returns - Managed investment and operating teams which were responsible for all aspects of the business including marketing, capital raising, investment, strategy, finance and operations

- Led restructuring of multi-billion-dollar real estate portfolio - resulting in industry leading returns; scaled team to 25 finance and operations professionals- Led operating teams including finance, analytics, technology, marketing, legal, accounting across two regions to deliver on operational and financial targets such as Project NPVs and ROIs, NOI growth, customer retention, and asset IRR/EM - Led budgeting and financial planning for RE portfolio and developed quarterly KPIs for the business; prepared Quarterly Business reviews for Executive team and Board including portfolio analytics, valuation, and unit economics

- Led 15x growth in AUM to $1.5BN and 10x growth in total employee count - Led transaction teams in all phases of investment process including targeting, LOI, due diligence, definitive documents/PSA and post-acquisition integration- Worked with finance, legal, accounting, and operations functions and managed team of 6 investment professionals - Responsible for forecasts, annual budgets and analytics for existing portfolio and new / follow on transactions; developed internal financial models, operational and cash management controls, valuation processes, investment committee memorandums and investor relations materials

- Partnered with CFO to provide financial forecast for $300M of distressed assets during the GFC - Led team reporting to CIO to source and structure $280M financing- Managed finance, accounting, legal, operations and investor relations teams through acquisitions, capital raising, and divestitures

- Partnered with operating company CFO to restructure debt on $260M real estate development- Managed cross-functional teams including finance, marketing, sales, legal, construction through acquisitions and asset management

- Performed portfolio analysis and financial and operational due diligence across private equity, venture capital, and hedge fund investments

- Executed global trading strategies (including hedging and cash management) across industry sectors and financial instruments