Involved in all aspects of G4’s operations and business origination. Involved in deal processing, analysis, fund formation, financials and operations, and a member of G4’s underwriting team.

Involved in all aspects of G4’s operations and business origination. Involved in deal processing, analysis, fund formation, financials and operations, and a member of G4’s underwriting team.

Involved in all aspects of G4’s operations and business origination. Involved in deal processing, analysis, fund formation, financials and operations, and a member of G4’s underwriting team.

Involved in all aspects of G4’s operations and business origination. Involved in deal processing, analysis, fund formation, financials and operations, and a member of G4’s underwriting team.

Represented financial institutions, private equity funds, energy and real estate companies, as well as other lenders and borrowers in all types of secured and unsecured credit transactions. Drafted relevant documents in connection with a variety of capital transactions, including acquisition financing, project financing, real estate financing, syndicated loans, debt restructurings, terms loans, working capital loans and securitizations. Analyzed target companies’ financial statements, key-employee contracts, license agreements and creditor agreements for investment purposes. Summarized credit agreements, inter-creditor agreements and lien priority documents.

Researched and analyzed fund managers, equities, fixed income alternatives, and real estate investments to provide client recommendations for estate planning. Prepared and recommended specifically tailored comprehensive financial plans for high net worth clients. Obtained Series 7 & Series 66 licenses.