University of Southern California

Commercial Real Estate

Los Angeles Metropolitan Area

Private company

Head of Global Acquisitions

Argentic Investment Management LLC

Vice President

Deutsche Bank

Associate

- Worked with various middle market companies ranging from $10MM - $70MM in senior secured debt financing
-  Created detailed financial models, forecasted P&L impact, and ultimately provided senior executives with recommendations
-  Perform operational financial analysis to determine risk and sensitivity of key business drivers
-  Led in evaluations of companies cash, accounts receivable, inventory, fixed assets, accounts payable, taxes and other general ledger accounts

PNC Business Credit

Business Credit Analyst

- Performed financial valuation analyses to forecast financial growth, define capital raising scenarios, and value entities:
-  Analysis included: discounted cash flows, leveraged buyouts, IPO valuations, and trading/transaction comparables
-  Prepared comprehensive information packages, pitch-books, management presentations and marketing materials
-  Interacted extensively with clients, senior bankers, legal, tax and accounting advisors during transaction execution
-  Established and maintained effective relationships with new and existing clients, advising on the suitability of services
-  Developed advertising strategies for new products and services to attract investors

Harbor Ridge Capital, LLC

Analyst-Intern

- Evaluated and updated mutual fund matrices on a monthly basis
-  Formulated a myriad of strategic portfolios for clients, ranging from very aggressive to very conservative
-  Monitored wholesaler presentations and facilitated use of mutual funds
-  Analyzed financial information obtained from clients to determine strategies for meeting clients’ objectives
-  Engaged in day-to-day administrative duties

Merrill Lynch

wealth management-Intern

Mark Morkos

Mark Morkos