About
Highly accomplished Strategic Investment Partner with over 10 years of experience driving capital operations, cross-border M&A, and equity investments across diverse sectors, including fintech, healthcare technology, fashion, and beauty. Proven expertise in identifying high-growth opportunities, optimizing portfolio performance, and mitigating market volatility to deliver significant value creation. Adept at forging strategic partnerships, leading cross-functional teams, and providing executive-level guidance to foster sustainable business growth and maximize investor returns.
Work
Independent Strategic Investor (Fashion & Beauty)
|Strategic Investment Partner
New York, NY, US
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Summary
Strategically invested in and managed diverse portfolios within the fashion and beauty industries, focusing on mitigating market volatility and driving sustainable growth.
Highlights
Led strategic investments across multiple fashion and beauty ventures, achieving robust portfolio growth and mitigating market volatility.
Directed comprehensive operational management and financial performance, optimizing cash flow and enhancing profitability for partner businesses.
Cultivated key partnerships and identified value creation opportunities, ensuring long-term sustainability and asset appreciation across diverse asset classes.
Independent Financial Asset Risk Management Consultant
|Founder & Lead Consultant
New York, NY, US
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Summary
Founded and led a financial asset risk management consultancy, providing sophisticated portfolio risk analysis and investment strategy support to clients.
Highlights
Developed and implemented advanced financial modeling and portfolio risk analysis solutions, enhancing client decision-making effectiveness.
Guided capital allocation strategies for client portfolios, achieving optimized returns while significantly minimizing exposure to market volatility.
Provided strategic financial leadership, translating complex risk insights into actionable investment strategies for high-net-worth clients.
Cardiomo Care, Inc.
|Strategic Investment Partner
New York, NY, US
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Summary
Partnered with Cardiomo Care, Inc., a pioneering healthcare technology company, collaborating with the CEO to identify high-potential investment opportunities and drive corporate growth.
Highlights
Identified and cultivated high-potential investment opportunities, directly contributing to the company's strategic expansion and market positioning within healthcare technology.
Structured and negotiated strategic partnerships, enhancing market reach and fostering long-term value creation for the digital patient care firm.
Provided executive-level guidance, influencing key strategic decisions and growth initiatives to accelerate corporate development and market adoption.
Plaid Inc.
|Data Risk Analyst
San Francisco, CA, US
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Summary
Analyzed complex financial and transactional data at Plaid Inc. to identify emerging risks and enhance investment decision processes within a rapidly evolving fintech environment.
Highlights
Developed and deployed advanced data analytics models to proactively identify emerging financial risks, enhancing data-driven decision-making for investment processes.
Designed and implemented robust risk assessment frameworks that fortified data security and ensured compliance for scalable financial operations.
Collaborated with engineering and product teams to integrate risk insights, contributing to the development of secure and compliant fintech solutions.
HSBC UK
|Asset and Liability Management / Investment Advisor
London, England, UK
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Summary
Managed asset and liability portfolios and provided strategic investment advisory services for HSBC UK, ensuring robust financial health and client growth.
Highlights
Optimized balance sheet structures and liquidity positions, ensuring stringent regulatory compliance across a multi-billion-dollar portfolio.
Delivered strategic investment guidance to a diverse client base, leading to enhanced portfolio diversification and superior risk-adjusted returns.
Executed advanced risk assessment and capital allocation strategies, consistently supporting high-value financial decision-making and mitigating market exposure.
Education
California State University, Los Angeles
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Bachelor of Science
Finance
Languages
English
Skills
Investment Management
Strategic Investment, Portfolio Management, Capital Allocation, Equity Investments, Cross-Border M&A, Multi-Asset Investment, Diversified Investment, Value Creation.
Financial Analysis & Risk Management
Risk Assessment, Financial Analysis, Financial Modeling, Data Risk Analysis, Liquidity Management, Balance Sheet Optimization, Regulatory Compliance, Market Volatility Mitigation.
Business Development & Strategy
Strategic Partnership Development, Corporate Growth Initiatives, Executive Relationship Management, Investment Decision Support, Operational Management, Cash Flow Optimization, Emerging Market Opportunities.
Industry Expertise
Fintech, Healthcare Technology, Fashion Industry, Beauty Industry.
Interests
Outdoor Activities
Traveling, Skiing, Camping, Skydiving, Scuba Diving, Beach Activities.
Sports & Wellness
Golf, Yoga, Swimming.
Culinary Arts
Cooking, Food Appreciation.
Personal Enrichment
Reading.