Skills
CORPORATE CREDIT ANALYSIS PORTFOLIO MANAGEMENT CREDIT RISK MANAGEMENT CAPITAL MARKETS RESTRUCTURING & WORKOUTS BRIDGE LENDING HEDGE FUNDS PRIVATE EQUITY STRUCTURED FINANCE ALTERNATIVE INVESTMENTS TRADING M&A VALUATION CREATIVE DEAL STRUCTURING DISTRESSED & SPECIAL SITUATIONS BESPOKE COMMERCIAL REAL ESTATE BRIDGE LENDING FUNDRAISING FINANCIAL MODELING NEGOTIATING CAPITAL RAISING PUBLIC SPEAKING TEACHING / TRAINING RELATIONSHIP DEVELOPMENT | TECHNICAL: MICROSOFT OFFICE / TEAMS, ZOOM, WEBEX, BLOOMBERG
About
Strategic leader who combines 20+ years’ experience in bankruptcy and special situations investing as well as deep industry knowledge of private and public credit, equity, and real estate trades to assess and structure quality deals. Leverage expansive investment background stemming from work as portfolio manager, senior corporate credit analyst, and operational leader with Wall Street experience to assess risk and advise on potential investments, business strategies, and corporate / capital structures. Blend vast knowledge of legal impacts and financial aspects of operating companies to connect with stakeholders, legal and financial advisors, rapidly evaluate situations, and innovate strategies that secure successful workouts and restructurings. Established history of leading geographically dispersed offices and working remotely with extensive experience leading teams in-office. Select career highlights include:
• Expanded upside income at investment firm 229% in just 2 years, overcoming bankruptcy industry slowdown while working remotely
• Nurtured, grew network including hundreds of attorneys/financial advisors. Sat on creditors’ committees & advised on bankruptcies.
• Established & expanded niche firm connecting institutional capital providers to hard money / bridge lenders that drove investment opportunities for clients.
• Trained industry professionals while teaching corporate credit and related courses for two of the world’s largest credit rating firms (Moody’s & Fitch Investor Services).
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