Functional Skills
Business Development
Business Operations
Business Planning
Risk Management
Strategic Planning
Real Estate Investing
Acquisition Target Identification
Commercial Strategy
Financial Due Diligence
Financial Management
Growth Strategy
Investor Relations
Leadership Development
M&A Deal Sourcing
M&A Support
Software Skills
Microsoft Excel
Microsoft Excel Macros
Microsoft Project
Certifications
PMPProject Management Professional
Sector Experience
Financial Services
Real Estate
Travel & Hospitality
Case Study
Case Studies
Acquisition of an Automotive Supply Chain Manufacturer
Automotive
Acquisition Target Identification
Business Analysis
Commercial Due Diligence
Notable Clients
ArcelorMittal
Clarios
Ford Motor Company
General Motors
Saputo
Experience
Private Family Office
Corporate Strategy & Development
Chief Investment Officer & Strategic Advisor
1/2020 - Present
• Lead the development and execution of a multi-sector investment strategy, including acquisitions totaling over $50M.
• Structure capital allocation, risk management frameworks, and performance monitoring systems.
• Advise on portfolio balancing, exit planning, and investor reporting as a trusted partner to principal stakeholders.
• Coordinate external legal, compliance, and tax advisors on cross-border deals.
• Provide ongoing strategic oversight to select partners and principals on a fractional basis.
• Structure capital allocation, risk management frameworks, and performance monitoring systems.
• Advise on portfolio balancing, exit planning, and investor reporting as a trusted partner to principal stakeholders.
• Coordinate external legal, compliance, and tax advisors on cross-border deals.
• Provide ongoing strategic oversight to select partners and principals on a fractional basis.
Family Real Estate & Development Firm
Operations
Vice President, Development
1/2009 - 1/2023
• Directed acquisition, permitting, design, and delivery of residential and mixed-use projects (6–120 units).
• Managed budgets of $2M–$50M, structured financing, and collaborated with lenders, municipalities, and design firms.
• Implemented project controls, reporting tools, and governance frameworks that improved schedule and cost discipline.
• Oversaw entity structures and financing for select cross-border investments, enhancing capital efficiency.
• Managed budgets of $2M–$50M, structured financing, and collaborated with lenders, municipalities, and design firms.
• Implemented project controls, reporting tools, and governance frameworks that improved schedule and cost discipline.
• Oversaw entity structures and financing for select cross-border investments, enhancing capital efficiency.
Luxury Dining Concepts
Operations
Operations Manager, Hospitality
1/2005 - 1/2009
• Managed operations, staff development, and service execution.
• Built SOPs, training frameworks, and customer experience protocols supporting brand expansion.
• Built SOPs, training frameworks, and customer experience protocols supporting brand expansion.