Costa Mesa, California, United States
Conduct financial modeling, valuation analysis, and market research to support acquisition strategy. Coordinate due diligence efforts, assist in structuring transactions, and evaluate strategic alignment to ensure accretive growth and operational scalability.
Founder of a private investment firm specializing in equity and derivatives trading. Develop and execute options-based strategies focused on risk-adjusted returns, volatility analysis, and capital preservation. Conduct technical and macroeconomic research to identify asymmetric opportunities across public markets.
Structured and facilitated revenue-based financing solutions for small and mid-sized businesses. Analyzed cash flow performance, assessed risk exposure, and matched clients with appropriate working capital products to support growth, inventory expansion, and operational scaling.
Managed daily sales operations for a consumer debt resolution firm, overseeing pipeline performance, compliance standards, and conversion optimization. Implemented workflow improvements, monitored KPIs, and trained sales representatives to ensure ethical client acquisition and regulatory adherence.
Facilitated equipment financing solutions for small and mid-sized businesses, structuring asset-backed funding to support operational expansion and capital expenditures. Analyzed financial statements, assessed collateral value, and coordinated underwriting to deliver customized financing terms