Although there is much to master, you can rely on my passion and 16 years of experience in finance. After graduating from U.C. Davis with a degree in Managerial Economics, I spent seven years in corporate finance at Citibank in San Francisco. Next, I spent nine years as a trusted M&A advisor for tech companies here in Silicon Valley, where we helped owners buy or sell over 15 companies ranging from 1 million USD to 45 million USD.
In early 2017, he started his own real estate development company and later joined Keller Williams Realty.
16+ years of combined experience in investment banking, advisory services, corporate finance, business planning, and SEC reporting
proven ability to work closely with C-level executives, build and lead winning teams, and simultaneously manage multiple projects.
Chartered Financial Analyst (CFA) charterholder with working knowledge of financial principles across core areas of the investment industry, from quantitative analysis and economics to portfolio management and asset valuation.
"You make money when you buy, not when you sell."
Finding the right deal is paramount when investing. Finding the right partner is a close second. Partner with an agent that understands ARV, cash flow, cap rates, hard money versus private money, and profit potential.
How do I understand these important concepts? by being a real estate investor and developer myself. This past year, I have dedicated my entire focus to understanding the exciting world of real estate by completing several "flips" in Sacramento and the Bay Area.
Partner with someone who fully understands the importance of relationships above all else. Partner with someone who was born in Oakland, lived in the Bay Area for over 35 years, and after several years living abroad in Hong Kong and Hawaii, has come home.
I’m eager to meet you and discuss our partnership going forward. Thank you.
My Mantra:
Reputations are earned over many years but can be lost in seconds.