-Performing investment analysis on high-yield municipal bonds in the primary and secondary markets and communicating investment recommendations to portfolio managers and traders-Primarily responsible for continuing credit surveillance on portfolio investments-Specializing in project revenue-backed high-yield and distressed bonds financing Charter Schools, Economic Development, Healthcare, Higher Education, Senior Living, and Utilities-Writing “credit story” pieces to… Show more -Performing investment analysis on high-yield municipal bonds in the primary and secondary markets and communicating investment recommendations to portfolio managers and traders-Primarily responsible for continuing credit surveillance on portfolio investments-Specializing in project revenue-backed high-yield and distressed bonds financing Charter Schools, Economic Development, Healthcare, Higher Education, Senior Living, and Utilities-Writing “credit story” pieces to assist the business development team in marketing the strategy Show less

IDCA is a startup consultancy and financial advisory firm operating as a single-member LLC. As an individual, I am a CFA Charterholder and a CPA.

-Prepared assessment dispute arguments and presentations for properties in New York City, New York State, and New Jersey.-Performed pre-acquisition due diligence, projecting future property tax liabilities for property acquisitions ranging in size from tens of millions up to multibillion dollar portfolio sales. -Gained experience in all the different major real estate asset classes- Hospitality, Multifamily, Retail, Office, and Industrial. -Maintained responsibilities… Show more -Prepared assessment dispute arguments and presentations for properties in New York City, New York State, and New Jersey.-Performed pre-acquisition due diligence, projecting future property tax liabilities for property acquisitions ranging in size from tens of millions up to multibillion dollar portfolio sales. -Gained experience in all the different major real estate asset classes- Hospitality, Multifamily, Retail, Office, and Industrial. -Maintained responsibilities for Houston clientele and managed responsibilities remotely across the two different geographies. -Took on an active role in supervising and teaching a newly-hired staff helping me remotely. Show less

-Disputed property tax valuation assessments on a real estate portfolio assessed at over $1 Billion -Developed Microsoft Excel based valuation models implemented by my team for preparation of disputes-Performed pre-acquisition due diligence for clients by modeling estimated property tax liabilities over the next 5 to 10 years for potential property acquisitions-Provided clients with budget projections for anticipated property tax liabilities -Prepared and… Show more -Disputed property tax valuation assessments on a real estate portfolio assessed at over $1 Billion -Developed Microsoft Excel based valuation models implemented by my team for preparation of disputes-Performed pre-acquisition due diligence for clients by modeling estimated property tax liabilities over the next 5 to 10 years for potential property acquisitions-Provided clients with budget projections for anticipated property tax liabilities -Prepared and defended valuation arguments against counterarguments from county appraisers at appeal hearing presentations made to independent panels of citizens, who decide the final assessed value of each property Show less

-Performed quarterly reviews and a year-end audit for a publicly held construction company -Performed quarterly review and a year-end audit for a subsidiary of a multinational conglomerate-Areas audited include: Receivables, Payables, Fixed Assets, Prepaid Expenses, Journal Entry Testing and Work-In-Process

-Performed year-end audits and quarterly reviews of publicly held as well as large privately held banks and commercial companies-Areas audited include: Cash, Receivables, Payables, Fixed Assets, Prepaid Expenses, Other Income & Expense, Benefit Plans, Other Assets & Liabilities, etc.