Former IBanker, venture and private equity investor and senior executive with a portfolio of assisting family businesses, start-ups, middle market, and Fortune 1000 companies.
Experienced private equity professional with 5+ private experience in the middle market and take-private space.
Assisting companies with pitch decks and strategy to compel VC and institutional investors to invest in your company (pre-revenue through mature companies)
Former investment banker, investor, advisor to business owners & CEOs and is an owner of numerous Small-Medium Sized and commercial real-estate properties.
Manager of finance and asset for large family with large expenditures and finances (i.e. mortgages)
Assisted 10+ founders start small businesses (grocery stores, real estate, retail shops, financial services, sports, and other) and technology startups