Woodbridge Ventures owns, operates and advises companies in the Legal and Financing industries.

Private Equity• Evaluated, designed and implemented marketing channel strategies for urgent care centers in South Florida market• Designed/administered survey to understand thrift store landscape and buying habits of thrift store customers• Examined ERP software market and SaaS penetration in mid-size US manufacturing companies• Developed bottoms-up valuation to support foreign CPG company in pursuit of acquisition in footwear market• Estimated global smart meter adoption rates through expert conversations and government smart grid roll-outs• Reviewed company that provides fraudulent and identity management solutions to help banks mitigate risksGeneral Corporate• Investigated root causes of performance gaps and quantified opportunities for improvement within customer operations department of a B2C online advertiser• Categorized deferred infrastructure needs and prioritized most critical projects to match funding for municipality• Recommended negotiation strategies for newly enacted sales tax renegotiation process between county and cities• Identified and analyzed adjacency opportunities/strategies within prepaid debit cards including expansion into new products and verticals with a path to successful execution

• Examined and revised operating and management services agreements for a casino-related joint venture• Analyzed Bankruptcy Code for issues relating to vote designation; wrote a memorandum regarding spoliation under New Jersey Law; wrote a memorandum regarding civil liability for false trademark registrations; examined rights and duties associated with the conversion of a bankruptcy from Chapter 11 to Chapter 7

• Performed extensive company/industry research to support sales force resulting in purchase and sell orders• Created proprietary valuation models projecting income statements, balance sheets and cash flows• Wrote in-depth company-specific and industry-wide research reports to facilitate client trading• Built, maintained and monitored industry databases and comparables to analyze/exploit trading opportunities• Communicated with company executives and management teams to better understand business models• Marketed research and investment recommendations to firm’s sales force

• Analyzed and implemented managed strategies for a $600 million portfolio• Assisted Regional Managing Director with new business targeting/lead sourcing resulting in the procurement of several multi-million dollar clients• Advised 40 high-net-worth clients regarding portfolio strategy and investment product characteristics• Conducted due diligence of portfolio managers on platform resulting in lower risk, higher return portfolios• Selected by Business Unit Manager to train and mentor incoming full-time and summer analysts• Devised opportunistic trading ideas and traded stocks, bonds and currencies for actively managed accounts• Developed modeling strategy to reduce risk and increase yield for fixed income oriented portfolios• Utilized option strategies for speculation and hedging purposes to serve varying needs of clients• Determined risk profiles and examined tax implications for asset allocation/location purposes