Founder & CEO of Bundled Management Solutions.Delivering best-in-class residential experiences that enhance the value of our clients' properties and lifestyles nationwide.

L719 Group invests in and partners with established businesses to reinvigorate and revitalize for growth.

Financial Sponsor CoveragePrimary relationship manager for large cap and middle market private equity clientsLed teams of investment bankers and product partners to develop content and advise clients on strategic M&A, carve outs / divestitures, capital structure improvements, derivatives transactions, treasury services, and other opportunitiesCo-founder of Mizuho’s Middle Market Advisory Team (2016 – 2018), which was created to advise Japanese clients on cross-border M&A opportunities in the technology and industrial sectorsPromoted three times by Mizuho's talent development committeeAwarded global business development honors by HQ two years in a row for executing landmark transactions Brokered connectivity between banking teams and client stakeholders to deliver seamless deal executionLed transactions from origination through due diligence, technical analysis, document negotiation, deal committees, final commitments and executionRecruited, trained and mentored over 25 junior investment bankers

Awarded global business development honors by HQ two years in a row for executing landmark transactions Led investment banking transactions from origination through due diligence, technical analysis, document negotiation, deal committees, final commitments and execution

Ran the mandate to assess the fair value of the $5.0 billion Lehman Brothers Commercial Bank corporate loan portfolio consisting of distressed debt and illiquid investmentsCreated complex financial models for restructuring, M&A, capital adequacy / solvency, and fairness opinion mandates for both regular-way and distressed transactionsCrafted dispute resolution valuation exhibits for arbitration case for a distressed business services firmConducted portfolio valuations for debt and equity positions held by asset managers and hedge funds, including prepayment, recovery and default risk assessments

Specializations in Finance, Entrepreneurship and Business LawMember of Stern Private Equity Club