Managing Partner
2016 - PRESENT
Battery Alexander Partners
- Managed and set overall strategy for the firm; including setting investment criteria, negotiating real estate loans, and raising capital to provide loan funds from third parties.
- Identified, analyzed, and completed real estate investments.
- Provided advisory services to select clients. (Example assignments include raising equity for a multifamily development fund, rebalancing a family office's real estate portfolio, and analyzing value-add investments for a private equity firm).
- Managed and motivated Battery Alexander employees and contractors.
Focus areas: Advisory, Real Estate
Vice President
2011 - 2016
Marcus & Millichap | Hanover Financial LLC
- Sourced, negotiated, and closed $200 million in real estate investments.
- Managed an existing portfolio of investments, partnering with CEOs and senior staff of entities in which we had invested.
- Managed companies' outside and inside legal counsel, consultants, and other third party vendors.
- Led the internal staff to accomplish investment and asset management goals. This role included high-level management and review of ongoing project reporting and analysis, identification of asset management issues, and resolution of those issues with the senior management teams of our operating companies.
- Assisted in board-level reporting of results and business planning.
Focus areas: Strategy, Corporate, Acquisitions, Investing, Real Estate
Management Consultant
2004 - 2009
ZS Associates
- Led consulting engagements with Fortune 500 companies in the medical industry.
- Completed projects focused on sales, marketing, and commercial operations—leading teams of 2-4 consultants.
- Interfaced with senior client staff—delivering results of our work and analysis.
- Reorganized the 200 person commercial operations team (included sales, marketing, sales operations, and clinical support team) of a medical device manufacturer—allowing them to keep pace with a growing competitor.
- Completed sales force sizing and deployment planning for a pharmaceutical sales team, boosting sales by 15% year over year.
- Completed the launch plan and situation analysis for a new blockbuster biotech product, laying the groundwork for its launch and follow on R&D investment.
- Redesigned the forecast and FP&A models for a $500 million/year biotech product; working with a diverse team to collect data and qualitative inputs to drive assumptions and improve model accuracy.
Focus areas: Financial Planning & Analysis (FP&A), Forecasting, Sales Strategy, Marketing Strategy, Pharmaceuticals, Medical Devices, Biotechnology