Contributed to successful raise of over $2.5 million on behalf of Colorado-based water rights startup projected to generate over $130 million.Established partners with agriculture entities to secure $12 million in assets to date, procuring nearly 250+ acres of land to date with option to increase size of acquisition by 300%.Developed structured investment documentation including 90+ page memorandum and business plan, outlining market opportunity, risk factors, and adjudication process.

Directed operations of Manhattan-based market and catering company which generated more than $1 million in annual revenue, serving thousands of loyal customers each month.Personally raised $1.2 million in capital to launch upscale restaurant, strategically pivoting during pandemic to focus offerings on high-end meal service and retail products.Managed $500,000 budget for build-out of retail location spanning nearly 2,000 square feet, working with vendors throughout all phases of space planning and construction. Launched catering offerings representing 40% of overall revenue, with company achieving 800% sales growth since initial year.Planned and executed quality catering services for clients including investment banks, industry trade shows, and institutional events with up to 2,000 attendees.Introduced home delivery options which successfully attracted nearly 1,000 customers each month, ‘Dinner at Home’ initiative. Implemented POS and CRM platforms to streamline sales operations, expanding reach by integrating Uber and Grubhub apps.Established company website featuring e-commerce capabilities, curbside delivery, advance ordering, and loyalty offerings. Led business operations, developing organizational budgets, financial projections, and obtaining permits and licenses with government agencies (DOB, DOH, DOT, FDNY).Trained and supervised more than 35 employees during tenure including Director of Catering and General Manager.

Provide financial analysis, business planning, strategic planning services and operations management support.

Worked with executive team of production studio that has served 10,000 clients since inception including Apple, Target, Vogue, Dolce & Gabbana, and L’Oréal. Collaborated with commercial developers to expand studio facilities utilized for hundreds of film and television productions each year including CNBC, The Today Show, and 30 Rock.Recruited by Company President to devise financial models, construction estimates, and architectural drawings for planned build out of $110 million, 235,000-sq.-foot production space.

Hired by Chief Executive Officer to oversee strategy and financial planning for two JH Capital Group portfolio companies.JH Capital Group (Metropolitan Partners Group affiliated company) is a vertically integrated consumer financial services company.

Contributed to sourcing, evaluation, and execution of firm-wide investments on behalf of private financial firm with $100 million in assets under management. Implemented online investor portal and CRM solution, improving stakeholder access to fund documentation, performance metrics, quarterly and annual reporting.Interfaced with 80+ investors throughout development of first captive fund, serving as core member of investment committee while reporting to Chief Investment Officer.

Directed key aspects of public offerings and private placements on behalf of investment bank.Promoted transparency of deal origination and investment evaluations for offerings valued at up to $45 million, interfacing with attorneys, investors, and financial institutions.Engaged institutional investors managing hundreds of billions of dollars, leading deal negotiations.Trained and supervised 10+ specialized staff including Senior Associates and Senior Analysts, reporting directly to CEO.