Functional Skills
Cost Accounting
Operations Management
Real World Data (RWD) Strategy
Revenue Cycle Optimization
Acquisition Target Identification
Brand Strategy
Forecasting / Projections
Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Sector Experience
Financial Services
Real Estate
Travel & Hospitality
Languages
Hebrew
Big 4 Accounting
Top Consulting Firms
Experience
Elevation Hospitality Partners LLC
Other
Managing Partner
2/2021 - Present
Co-founder of a real estate operating partner investment vehicle and advisory firm with a focus on unique lodging-related investments in select high-growth US markets.
Edge Principal Advisors LLC
Finance
Managing Director
7/2018 - 1/2021
Oversee all hotel-related acquisitions, investment and asset management initiatives.
Waterton
Other
Chief Investment Officer
2/2011 - 4/2018
Oversaw the hotel investment vertical. Sourced, identified and executed (acquisition, debt/equity capitalization, asset management and disposition) on over $400 million in hotel acquisitions (select and full service properties) across the united states. Realized exits average 45% IRR and 2.6x equity multiple
Chartres Lodging Group LLC
Other
Senior Vice President Acquisitions
1/2006 - 2/2011
Oversaw the acquisitions team and led investment origination efforts. Sourced over $18.0 billion of potential opportunities and executed on over $1.0 billion of
transactions alongside global equity partners including Dubai Investment Group, Goldman Sachs and Morgan Stanley. Key involvement in all dispositions, refinancing and loan work out efforts on behalf of platform and its investors.
transactions alongside global equity partners including Dubai Investment Group, Goldman Sachs and Morgan Stanley. Key involvement in all dispositions, refinancing and loan work out efforts on behalf of platform and its investors.
CNL Hotels and Resorts
Finance
Senior Manager
11/2003 - 1/2006
Financial Planning & Analysis portfolio oversight to track and monitor portfolio performance trends comprised of 135 hotel assets (resorts, full-service and limited service hotels). Performed investment analyses and presented investment structuring recommendations on over $3 billion of lodging assets including single assets, portfolios and corporate-level merger
valuations including the $750MM acquisition of the JW Marriott and Ritz-Carlton Orlando.
valuations including the $750MM acquisition of the JW Marriott and Ritz-Carlton Orlando.
Ernst & Young (EY)
Management Consulting
Senior Consultant
7/2001 - 11/2003
Performed feasibility studies, debt underwriting procedures, return on investment analyses, and fairness opinion assessments on commercial assets in excess of $20 billion.
Pacific Islands Club Saipan
Operations
Club Mate/Accounting Generalist
8/1996 - 11/1998
Hotel guest services team member as well as accounting team generalist