Functional Skills
Market Penetration
Real Estate Investing
Marketing Operations
Supply Chain Integration
Innovation Management
Go-to-market Strategy
Brand Strategy
Business Operations
Marketing Strategy
Organization Development
Process Improvements
Sales and Operations Planning (S&OP)
Risk Management
Sales Strategy
Venture Capital Investing
Software Skills
ADP
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Business Services
Consumer Goods
Financial Services
Real Estate
Social & Public Sector
Experience
LEGRANDCOURTÂGE
Product Management / Strategy
Founder & Chief Executive Officer
12/2009 - 10/2024
• Built and sold a nationally distributed brand in the top 5% of US wineries in terms of volume. Achieved #5 French ranking in the U.S. per Nielsen in our price point. Awarded Wine Enthusiast's 'Best Buy' 90+ point scores
• Moved to France to create a differentiated, highly scalable premium French sparkling wine brand to address market gaps. Led product development and branding. Secured trademarks, licenses, and functioned as importer
• Despite a 79% drop in gross profit in '20 due to pandemic and being primarily a restaurant/hotel brand, I spearheaded a restructuring, and turned around a significant YE loss to become profitable in '21
• Developed partnerships with marquee organizations (Virgin, MGM, Disney, Cosmopolitan Hotel Vegas, Wynn Hotel, Universal). Featured in the likes of Vogue, The Today Show, Martha Stewart, Architectural Digest
• Led production, supply chain, P&L, financial planning, capital procurement, managed tariffs, and human resources
• Created an annual give-ba
• Moved to France to create a differentiated, highly scalable premium French sparkling wine brand to address market gaps. Led product development and branding. Secured trademarks, licenses, and functioned as importer
• Despite a 79% drop in gross profit in '20 due to pandemic and being primarily a restaurant/hotel brand, I spearheaded a restructuring, and turned around a significant YE loss to become profitable in '21
• Developed partnerships with marquee organizations (Virgin, MGM, Disney, Cosmopolitan Hotel Vegas, Wynn Hotel, Universal). Featured in the likes of Vogue, The Today Show, Martha Stewart, Architectural Digest
• Led production, supply chain, P&L, financial planning, capital procurement, managed tariffs, and human resources
• Created an annual give-ba
AEGON USA Asset Management (Investment Division)
Finance
Director
12/2007 - 4/2009
• Structured $300M+ of deals involving Low-Income Housing Tax Credits, New Market and Historic Tax Credits
• Assessed real estate deals for viability from construction through to occupancy and evaluated from design, financial, and community development perspectives. Led due diligence and reported to Investment Committee.
• Initiated and developed an investment manual with guidelines for underwriting, return metrics, and best practices
• Evaluated community investments in tax credit arena for economic development and affordable housing projects
• Assessed real estate deals for viability from construction through to occupancy and evaluated from design, financial, and community development perspectives. Led due diligence and reported to Investment Committee.
• Initiated and developed an investment manual with guidelines for underwriting, return metrics, and best practices
• Evaluated community investments in tax credit arena for economic development and affordable housing projects
Domus Development
Other
Principal/Partner
4/2004 - 7/2007
• Managed full-cycle real estate development: acquisition, design, negotiations, due diligence, entitlements, architecture, budgets, capital raising, syndication, legal and regulatory negotiation, and construction supervision
• Negotiated with cities, governmental agencies, and non-profit partners to fulfill the mission of creating affordable communities, revitalizing under-performing areas, and fostering urban renewal efforts to create award-winning homes
• Secured financing >$200M through 14 competitive programs, including low-income housing tax credits, tax exempt bonds, and federal grants for multi-million-dollar initiatives.
• Syndicated tax credits and facilitated public/private partnerships
• Negotiated with cities, governmental agencies, and non-profit partners to fulfill the mission of creating affordable communities, revitalizing under-performing areas, and fostering urban renewal efforts to create award-winning homes
• Secured financing >$200M through 14 competitive programs, including low-income housing tax credits, tax exempt bonds, and federal grants for multi-million-dollar initiatives.
• Syndicated tax credits and facilitated public/private partnerships
SDS Capital
Management Consulting
President/Co-Founder
12/2001 - 4/2004
• Co-founded an economic development and housing consultancy firm
• Consulted on real estate development and public policy projects, focusing on sustainable practices which could serve as an economic catalyst to drive returns, create jobs, and offer housing for various income levels
• Advised on double and triple bottom-line funds and early iterations and impact investing and ESG.
• Assembled the financial team and secured the first phase of bond issuance through a creative financial structure for a $150M adaptive reuse, historic, mixed use, mixed income project in downtown Los Angeles
• Represented government agencies, non-profits, developers, and corporations on enterprise, policy creation, best practices and securing monetary resources to foster community revitalization
• Formulated various structures and proformas for perspective deals that included: air rights, land leases, vertical subdivisions, expiring regulatory agreements as well as retail, for sale and rental components
• Consulted on real estate development and public policy projects, focusing on sustainable practices which could serve as an economic catalyst to drive returns, create jobs, and offer housing for various income levels
• Advised on double and triple bottom-line funds and early iterations and impact investing and ESG.
• Assembled the financial team and secured the first phase of bond issuance through a creative financial structure for a $150M adaptive reuse, historic, mixed use, mixed income project in downtown Los Angeles
• Represented government agencies, non-profits, developers, and corporations on enterprise, policy creation, best practices and securing monetary resources to foster community revitalization
• Formulated various structures and proformas for perspective deals that included: air rights, land leases, vertical subdivisions, expiring regulatory agreements as well as retail, for sale and rental components
Thomas Safran & Associates
Sales
Senior Project Manager
8/1998 - 1/2001
• Oversaw $100M of award-winning redevelopment projects and coordinated all aspects from concept to occupancy
• Managed development lifecycle: design, budget preparation, planning commission and city council presentations, construction, legal, and structuring complex issues (regulatory agreements, reciprocal easements, joint use)
• Managed development lifecycle: design, budget preparation, planning commission and city council presentations, construction, legal, and structuring complex issues (regulatory agreements, reciprocal easements, joint use)