Vice President
2019 - PRESENT
MUFG
- Led deal teams to structure and support various acquisitions in the energy sector.
- Trained a team of analysts to support origination and underwriting activities.
- Built an extremely loyal customer base, creating a solid base of recurring business.
Focus areas: Market Assessment, Banking & Finance, Equity Research, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Models, Loan Valuation, Energy Storage, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Project Finance, Budgeting, Financials, Modeling, Operating Models, Cost Modeling, Pitch Decks, Operations, Strategic Planning & Execution, Credit Ratings, Investment Ideas, Decision Modeling, Investment Cases, Investments, Investment Funds, Equity Investment, Modeling Cases, United States, Credit/Debt, Credit Risk, Equity Valuation, Equity Financing, Investment Thesis, Credit Investing, Specialty Finance, Underwriting, Strategy, Evaluation, Market Research & Analysis, Impact Investing, Integrated Financial Statements, Risk, Forecasting, Renewable Energy, Market Research, Market Sizing, Strategic Planning
Vice President
2018 - 2019
ING Capital
- Underwrote, managed, and restructured US oil and gas assets.
- Presented monthly and quarterly status updates on each asset and proposed key investment decisions to internal and external stakeholders.
- Built and managed several financial models for internal income and cash projections and investment decisions, such as upsizing, downsizing, and divestitures.
Focus areas: Mergers & Acquisitions (M&A), Investments, Credit Underwriting, Equity Research, Financial Modeling, Three-statement Modeling, Models, Loan Valuation, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Project Finance, Budgeting, Financials, Modeling, Operating Models, Cost Modeling, Pitch Decks, Operations, Strategic Planning & Execution, Credit Ratings, Investment Ideas, Decision Modeling, Investment Cases, Investment Funds, Equity Investment, Modeling Cases, United States, Credit/Debt, Credit Risk, Equity Valuation, Equity Financing, Investment Thesis, Credit Investing, Specialty Finance, Capital IQ, Underwriting, Strategy, Evaluation, Market Assessment, Market Research & Analysis, Impact Investing, Integrated Financial Statements, Risk, Forecasting, Renewable Energy, Market Research, Market Sizing, Strategic Planning
Assistant Vice President
2014 - 2018
GE Energy Financial Services
- Underwrote, managed, restructured, and sold more than $1 billion of assets located in the U.S., Mexico, Europe (France, Italy, Ireland), and Asia (Turkey, Jordan, Japan)—focusing on the solar, wind, and power sectors of the energy industry.
- Co-led a successful sale of a more than $400 million international portfolio of infrastructure assets—leading the valuation, structuring, closing, and stakeholder management.
- Managed the restructuring—refinancing, management reshuffle, change in strategy—of assets in Southern Europe and supported a successful restructuring of U.S. assets.
- Presented monthly and quarterly status updates on each asset and proposed key investment decisions to internal and external stakeholders.
- Oversaw the day-to-day activities of several assets worth $1.3 billion in Japan, Europe, and the Middle East.
- Built and managed several financial models for internal income and cash projections and investment decisions, such as upsizing, downsizing, and divestitures.
- Led a specially created task force that successfully launched a $300 million solar distributed generation fund.
Focus areas: Strategy, Project Finance, Investment Thesis, Private Equity, Underwriting, Equity Research, Financial Modeling, Three-statement Modeling, Models, Loan Valuation, Energy Storage, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Budgeting, Financials, Modeling, Operating Models, Cost Modeling, Pitch Decks, Operations, Strategic Planning & Execution, Pricing Models, Equity, Credit Ratings, Investment Ideas, Decision Modeling, Investment Cases, Investments, Investment Funds, Equity Investment, Modeling Cases, United States, Italy, Credit/Debt, Credit Risk, Equity Valuation, Equity Financing, Specialty Finance, Equipment Finance, Europe, Capital IQ, Evaluation, Market Assessment, Market Research & Analysis, Equities, Impact Investing, Integrated Financial Statements, Risk, Forecasting, US GAAP, Fundraising, Renewable Energy, Market Research, Market Sizing, Strategic Planning
GE Corporate
- Led a team to support the financial, IT, and operational integration of a more than $3 billion acquisition with sites across tax jurisdictions in the U.S., the U.K., Ireland, the Netherlands, India, Brazil, and Switzerland.
- Co-led the set up of a multi-million dollar service shop in the Middle East in the form of a joint venture with the local government.
- Performed a bottom-up and top-down global market size analysis for an energy service business to redefine its go-to-market strategy and regional focus areas.
- Built the valuation model for a company in the silicone industry to assess whether structural market changes would result in a potential impairment.
- Completed a financial management program and corporate audit staff, two of GE premier leadership programs for personal and professional growth worldwide recognized for developing leaders through extensive training and practical leadership roles.
Focus areas: Evaluation, Risk, Valuation, Financial Planning & Analysis (FP&A), Integrated Financial Statements, Mergers & Acquisitions (M&A), Financial Modeling, Three-statement Modeling, Models, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Budgeting, Financials, Modeling, Investment Consulting, Operating Models, Cost Modeling, Pitch Decks, Operations, Strategic Planning & Execution, Business Consulting, Pricing Models, Equity, Credit Ratings, Decision Modeling, Investment Cases, Investments, Equity Investment, Modeling Cases, Italy, Corporate Finance, Consulting, Accounting, Credit/Debt, Credit Risk, Europe, United Kingdom, France, Hungary, Qatar, Strategy, Market Assessment, Market Research & Analysis, Equities, Forecasting, US GAAP, Fundraising, Market Research, Market Sizing, Strategic Planning