Lead finance and accounting team for rapidly growing proptech company serving the multifamily residential real estate market. Manage all financial reporting, budgeting, cash management, and investor relations. Successfully led two capital raises in first 15 months in the role. Manage vendor relationships, evaluate enterprise technologies to support our accounting and billing infrastructure, develop incentive compensation plans, support Sales team with decisions on acceptable pricing proposals and contract teams.

Formed investment firm to deploy capital in residential real estate. Making direct investments to acquire and remodel condominium and single-family homes in the Boston area. Partnering with local developer to pursue the acquisition and redevelopment of off-market properties. Investing in multi-family real estate opportunity funds with seasoned fund managers.

Leveraged my volunteer experience in non-profit management to join this growing non-profit that serves as a center for Jewish culture and communal engagement in Boston. Responsible for all aspects of financial and operations management. The Vilna is the last remaining immigrant era synagogue building (built in 1919) in Boston and offers a wide range of programs focused on arts, culture, and Jewish life. The Vilna is akin to a 100-year-old "start-up" with an entirely new staff since late 2020, growing success in fundraising through individual and foundation philanthropy, and a revitalized strategy and programming portfolio.My areas of responsibility are wide-ranging and include: monthly financial reporting and analysis, budgeting, audit oversight, cash management, payroll and human resources, information systems and technology, facilities and project management, vendor management, and security. I serve as a thought partner to the Executive Director and the staff liaison to three committees of the Board with an overarching goal of professionalizing the organization.

Founder, Managing Member & Portfolio Manager: Formed independent investment firm to manage limited partnerships executing long/short strategy focused on domestic small-cap and micro-cap equities. Generated substantial long alpha – 2x the return of the Russell 2000 – over 16 years managing the LPs. Grew partnership assets under management from approximately $1 million to a peak of $140 million.Managed separate account serving as sub-advisor to multi-manager ’40 Act long/short mutual fund.Served as sole portfolio manager since 2017. Researched and executed investment ideas with fundamental, bottom-up security selection process. Industries covered included Industrials, Technology (Software), and Business Services. Built extensive network of relationships with corporate executives, sell-side brokerage and research firms, other fund managers, and investor relations firms.Oversaw all marketing activities and led client communications. Authored all quarterly letters over the fund’s life and continually engaged with existing and prospective investors via one-on-one meetings. Managed all aspects of management company operations, including recruiting investment and operations staff, selecting service providers, and procuring office space. Negotiated seed capital financing to fund start-up operations of management company. Led a team of six professionals with particular focus on training financial analysts. Converted limited partnership vehicle to registered mutual fund in January 2020 with the same small-cap long/short strategy. Managed all aspects of being an SEC-registered investment adviser. The mutual fund was liquidated in December 2020.

Founding member of hybrid public/private equity investment firm focused on making strategic block investments in small-cap and micro-cap public companies and sponsoring "go private" transactions. co-manages all aspects of $150 million pledge fund sponsored by BancBoston Capital (subsidiary of Bank of America) with primary emphasis on identifying investment opportunities and directing the firm's research activities. Strategy was predicated on managing a concentrated portfolio of investments with an active ownership approach.

One of eight professionals who managed $180 million private equity investment portfolio for GC Companies, Inc. (parent to General Cinema Theatres). Made late-stage minority equity investments as lead or co-lead investor in growth companies with particular emphasis on business and financial services, telecommunications and media distribution. Served as a director on several boards.

Served on several case teams at strategic management consulting firm. Assisted in efforts to create an in-house principal investing business.

Worked on team conducting wireless telecommunications strategy study for BellSouth which helped shape the company’s bidding strategy in PCS spectrum auction.

Provided due diligence and execution support for later-stage private equity investments.  Monitored portfolio company performance and assisted management teams through corporate finance and consulting projects.