Financial Writer and Analyst with Private Equity Experience.

Offering Memorandum for 158 Wooster Street, New York
Offering Memorandum for 158 Wooster Street, New York

The offering memorandum provides an in-depth analysis of the property, including detailed financials, high-quality images, and a comprehensive market study.

Real Estate
Financial Analyst
Researcher
Flipsnack
Microsoft Excel
Microsoft Word

SBA-Approved Business Plan for Roofing Company Aquisition
SBA-Approved Business Plan for Roofing Company Aquisition

The business plan is a real-world business plan (in which the identifying names and business have been changed) that was used by a client to receive a $2,800,00

Financial Projections
Financial Analyst
Business Analyst
Microsoft Excel
Microsoft Word

ETF Tax Efficiency
ETF Tax Efficiency

I wrote an in-depth article on the tax efficiency of Exchange-Traded Funds (ETFs) in the U.S., explaining how their unique creation and redemption process minim

Financial Analyst
Investor
Researcher
Microsoft Word