- Streetwise Advisors is a finance & investment consulting firm with clients in real estate, private equity, traditional, and crypto markets. - Streetwise Advisors offers financial modeling classes on YouTube and a course available at: https://streetwisemodeling.thinkific.com/

- Monthly fund valuation for a portfolio comprised predominately of life insurance policies- Credit analysis of insurance carrier counter parties - Compliance program development and training - Development of dashboard analytics and marketing materials

· Responsible for drafting investment memos, portfolio management duties and financial modeling of a $1B+ portfolio of opportunistic real estate acquisitions, loans, and ground-up development projects· Lead the creation of multiple real estate investment vehicles under Reg D 506(b), Reg S, EB-5 and Opportunity Zone Fund regulations, domiciled Delaware, Ireland, Luxembourg, Peru and Brazil, with over $150MM in AUM, in both closed-ended and open-ended formats · Coordination of PPM drafting, legal structuring, SEC/FINRA compliance, and service provider selection· Overseeing general fund administration, regularly interfacing with auditors, appraisers and legal counsel. · Supporting fund raising efforts through marketing material creation, investor relations, technical sales, investor reporting and team building

· Conducted market research for foreign and domestic development sites, determining: legal, political & economic risks; $/sqft, rents, occupancies, hotel ADRs and trends with programed data mining scripts· Analyzed investment opportunities using collected market data and, self-created excel models handling: multiple scenarios, ground-up development and complex capital structures · Created investment packages conveying market data, property information and investment analysis for the use of raising institutional LP equity and debt financing