Private equity firm, focused on private debt and equity investments & nation-wide real estate acquisitions (including multi-family residential, self storage facilities, and mobile home communities).

Real estate advisor serving as subject matter expert for mainstream media content and quotes.

Strategy & operations consultant specializing in M&A (mergers, acquisitions & divestitures) and business model transformation

Provided project management, business analytics, financial forecasting, growth strategy and marketing recommendations to start-ups and small businesses across the U.S. and Australia. Helped clients achieve:- Six years of continued, double digit revenue growth for a regional inspection business- $10 million government funding for a cancer drug research start-up- Funding and launch of an anti-counterfeit technology for luxury goods- Creation of a company-wide project management dashboard for a child welfare services company- Increased profit margins by 20% for a renewable energy broker via tax minimization strategy

Strategy & Decision Sciences concentrationsConsulting Club Board Member, Lead Career Fellow, Habitat for Humanity Board Member, Marketing TA, Accounting Tutor, Admissions Ambassador and Special Olympics organizer.

Mergers & Acquisitions Management Consulting- Provided M&A integration advice for an international banking client which included re-planning of timeline, milestones and deliverables resulting in over $200 million of integration cost savings.- Developed a proprietary framework for unlocking top-line synergy value in banking M&A deals based on statistical analysis of historical deals. Deliverables used in multiple client proposals and iPad sales application.- Developed robust new-hire training materials for MBA hires nationwide to improve recruiting process.

Private Equity Tax Structuring and Management- Successfully managed transition of tax consulting between third party service providers for over $40 billion in global private equity fund investments. Gained technological process efficiencies while maintaining costs.- Developed proprietary model for complex investment partnership allocations resulting in correction of historical errors and substantial savings to equity partners.- Successfully negotiated with IRS to abate over $1 million in proposed interest and penalties for the company.

Financial Services, Real Estate and M&A Tax Consulting- Managed multiple concurrent engagements including two of the firm’s largest international financial services clients by delegating projects to more than six direct staff reports, organizing work flows, reviewing deliverables and building relationships with clients while generating over $4 million in revenue per year.- Recommended and ran an outsourcing project by managing foreign office staff resulting in a 55% reduction in project labor cost from $350,000 to $150,000 for a $1 million project.- Appointed by head partners as sole Management Advisory Committee representative for over 70 employees resulting in substantial changes to global annual review process.

Technology, Media and Entertainment Auditing