Financial and strategic consulting: outsourced CFO/COO.* Automotive Acquisition Operator (2021-present)Strategic advisory engagement for operations, acquisitions, and fundraising for high-growth private automotive company.* Supercar Social Club (2022-2023)Consulted on finance/operations.* Augmented Reality Video Application (2018-2021)Consulted for a new augmented reality social video technology startup, providing advice with strategy, channel development and capital raising. Worked with the company to launch an Initial Coin Offering (ICO), with a completely unique structure blending components of a utility token with those of an investment token.* Artificial Intelligence Long/Short Hedge Fund (2016-2018)Designed all aspects of a long/short equity strategy using the client's artificial intelligence stock selection engine. Provided portfolio construction and risk management structure for the fund, as well as drafting of extensive due diligence questionnaire (DDQ), including planning for and laying out all aspects of the fund and fund manager's operations. Collaborated to create the structure and write the white paper for an Initial Coin Offering (ICO) to raise both operating and fund capital. * Venture Debt Fund (2013-2016)Created proposals for SF-based private equity/venture funds to design and launch a synergistic venture credit funds, to leverage existing deal sourcing network and industry knowledge/contacts in order to expand their existing businesses in a highly complementary asset class.* Emerging Manager Fund of Funds (2013-2015)Collaborated with major family office to explore the launch of a new seed/accelerator fund of funds for emerging hedge fund managers in the following strategies: relative value, quant/quantimental, market neutral, global macro, systematic strategies, credit.

Advisor to CFO.

Fin.Solutions is a fintech technology company providing solutions to bridge the gap between lenders and consumers in default. The patented technology offers safe and secure methods to restore financial prosperity using technology to resolve disputes and negotiate settlements completely fee-free to consumers.

Led research for the firm’s global macro, high yield, and equity index funds. Senior member of investment committee. Oversaw trading of all products, including equities and equity futures; currencies (spot and forward) and currency futures; corporate and government bonds; commodity futures; single name, index and sovereign CDS.• Purchased maturing distressed bonds trading at significant discount, despite prevailing market view that company would not be able to refinance and meet obliagations. Bonds were ultimately taken out at par, resulting in 42% annualized return in less than one week.• Purchased Greek bonds immediately before and after default (PSI), based on view that even after restructuring, the bonds were highly undervalued and the Greek economy would be on a stable path in the near term due to the restructuring. Greek bonds went on to be the best performing asset of 2012.• Successfully identified short-term FX trading patterns; e.g., noticed JPY trading pattern that enabled shorting JPY near the close of US markets and then covering during Asian markets, with an 80% trade success rate over several weeks.• Successfully identified relative value opportunities amongst global equity indexes; e.g., executed long DAX/short EUROSTOX trade that resulted in 3.5% gain in under two weeks.• Created and managed a very low-risk short-dated high yield fund (average duration <1 year) that returned 5%/year.Enjoyed working with one of the world's preeminent economists.

Led the fund’s research and credit analysis efforts, including trade idea generation, capital structure analysis, risk-reward profile, position management, and desired exposure levels. Investment analysis consisted of evaluating the entire capital structure, assessing equity valuations, estimating appropriate credit spreads, determining recovery values, and identifying potential catalysts.• Created detailed models to assess credit quality/trends, share value, recovery value, and capital structure arbitrage opportunities.• Launched the firm’s distressed debt investment activities.

• Provided independent event driven and relative value credit and equity research for the alternatives investment industry.• Managed a private portfolio of long/short global equities and options.

Responsible for security selection, position management, setting desired exposure levels, determining purchase and sale timing, managing the portfolio’s credit volatility, and assisting arbitrage traders with hedging decisions. Performed fundamental equity and credit valuations across numerous industries; estimated recovery values; assessed and managed dividend risk and cash takeout risk; and interpreted quantitative credit model outputs and their applicability. Determined credit protection levels for individual positions and type of instrument best suited (e.g., equity puts, credit default swaps, asset swaps) to provide credit support.• Managed a $900MM long market value distressed/busted convertible portfolio that was the primary driver for the fund’s positive performance in 2004, as falling volatility dramatically impacted convertible arbitrage returns.• Launched the firm’s fundamental analysis efforts; previously, the firm had been entirely quantitative.• Created an advanced and semi-automated financial model to standardize firm credit and equity analysis.

Software as a service (SAAS) company, offering full community-based commerce websites to businesses, thus requiring only content and design.

• Tapped to run sales for the Century City office, one of the commercial bank’s largest offices in terms of AUM.• Generated over $1bn in financing opportunities through custom credit facilities.• Youngest commercial banking sales executive in the franchise.

Performed business, credit, and market analyses and underwriting activities in the middle market ($20mm-$500mm revenue). Credit responsibilities included detailed reviews of financial statements and business plans, evaluation of management and competitive position, preparation of financial projections and sensitivity analyses, reviewing loan documents, analyzing quarterly borrower performance, performing annual term loan reviews and maintaining correct risk ratings• Exempted from two-year credit training program and MBA requirement for position, based on performance and demonstrated mastery of credit analytics. • Promoted to AVP six months after starting position.