I serve as an active advisor and investor in seed stage technology and real estate ventures. Some time ago, I relocated to South Florida after having lived in Dallas, Texas.
Previously, I worked in a variety of operations and finance positions at the world’s largest accounting firm, airline, and bank. Most of my earlier professional experience is in commercial real estate capital project financing and construction management (especially, though not exclusively, in the aviation and hospitality industry verticals) and financial services (VC/PE fund taxation and cash/treasury management). To that end, I hold a number of finance, accounting, and tax credentials, detailed below, which empower me to offer substantive, frank advice to my portfolio companies and to others on an ad hoc basis.
Occasionally, I publish articles covering the taxation of startups. I also address politics, economics, and world affairs as they relate to my interests in airlines, technology, and commercial real estate. Some of my works are featured in Entrepreneur, Virgin‘s blog, Daily Mail (UK), as well as on my personal LinkedIn blog.
Please be sure to review the important notices and disclaimers at the bottom of this page, especially prior to contacting me.
You are welcome to contact me via LinkedIn, even if we have not previously met.
I am most interested in mentoring exceptionally talented, freethinking university-age small business creators. When appropriate, I am very happy to facilitate introductions to other founders, investors, accountants, attorneys, and industry leaders who I know and trust. I am also available for speaking engagements and interview requests pertaining to the broader startup ecosystem, intelligent tax planning for entrepreneurs, and other niche subjects identified above.
Pitch decks may be submitted directly to me by email, although I am most receptive to prior introductions and am regrettably unable to offer detailed feedback on unsolicited materials.
J.P. Morgan Chase & Co
Data scientist supporting the commercial division of the largest US bank by leveraging sophisticated multivariate forecast modeling
Accounting and Finance
Sr. Financial Analyst
Lead FP&A analyst for real estate division’s capital and operating budget for the world’s largest airline managing long-term facilities planning across ten hubs and over two hundred spokes
Accounting and Finance
Phlexable connects business owners with top-tier CPAs, bookkeepers, and financial analysts to deliver engagements that are collaborative and cost-effective
Consulting for a stealth mode aviation industry startup
Ad hoc consulting for small business startups, including business plan refinement, marketing strategy, financial modeling, capital considerations, and project management
Food on the Fly
Conceived, built, and marketed the first-to-market mobile food delivery and transactional analytics platform behind airport security
Private Equity/Venture Capital Tax
Engineered technical solutions to more effectively serve clients including Texas Pacific Group, Goldman Sachs, First Reserve, HGGC, and several other boutique investment firms