Professional Journey
Founder & Real Estate Agent
Building Flowybooks, a modern accounting SaaS platform, while providing real estate services in New Jersey at a competitive 1.5% commission. Licensed with Premier Agent Network.
Chief Financial Officer at EAEF
Led financial operations for a $300 million quasi-sovereign wealth fund. Worked on 2 IPOs, 1 strategic acquisition, and flagged currency exposure that avoided over $30 million in potential losses without action. Diversified US banks to less than 1% of over $100 million in total liquidity to regional banks before the 2023 banking crisis.
Fund Controller at PineBridge Investments
Managed fund accounting and financial reporting across global markets at one of the world's leading asset managers.
Associate at JP Morgan
Accounting for JP Morgan's largest private equity fund, building expertise in institutional finance and risk management.
SS&C Technologies
Fund administration and technology solutions for investment managers.
Auditor at Smolin Lupin
Public accounting experience auditing financial statements for diverse clients.
Intern at GSC Group (Hedge Fund)
Worked full-time while taking 18 credits per semester. GSC declared bankruptcy at the height of the credit crisis—an experience that shaped my understanding of risk and resilience.
Education
MBA, NYU Stern School of Business
Accounting & Corporate Finance • 2008
BA in Economics
December 2006
Blog
Posts coming soon. Check back for my thoughts on accounting, finance, real estate, and technology.
Let's connect
I'm always happy to discuss finance, real estate, or technology over a virtual coffee.