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2017
Ocean Azul Partners is an early stage technology angel/venture capital investment fund with a mission to: ~ empower, support, advise and back entrepreneurs in bringing disruptive solutions to market ~ diversify investor capital into private, early-stage companies across numerous technologies, platforms, geographical locations and industries.
2003
2003
Financial strategic planning and implementation and Private Wealth Management 20+ years through present • CEO + CFO for high-wealth family, with oversight of $100 MM in assets. • Analyzing real estate investment and strategic alliance opportunities, including finding, initiating, financial stress-testing, supervising the due diligence process, and closing transactions, monitoring financial and operating results, and executing exit strategies. • Analyzing and monitoring financial market performance by money-managers, and establishing asset allocations and rebalancing strategies for portfolios of stocks, bonds, hedge funds and private equity investments. • Retaining and coordinating the team of outside professionals, including CPA’s, attorneys, trustees and money-managers to formulate and execute income, estate, gift and trust tax compliance, planning, strategies and implementation. • Overseeing the financial accounting function, including formulating budgets, managing cash-flow and preparing financial reports for management and tax return purposes. • Established office procedures and policies for effective corporate governance and risk management
2012 - 2015
2012 - 2015
♦ Responsible for Financial Reporting/Metrics/Visibility, Budgeting and Forecasting, Cash Management, and Accounting Oversight. ♦ Constructing the pre-development operating budget, strictly managing cash flow, and communicating partner capital calls. Providing suggestions to improve efficiency and information to support decision-making. ♦ Creating financial models inclusive of costs, income and expenses projected for the predevelopment, construction, and operating phases and return on investment projections for prospective investors, responding to due diligence inquiries, reviewing letters of intent and proposed joint venture agreements, coordinating the work of investment bankers, and overseeing the appraisal process to value the development rights under a long-term ground lease. Analyzing the financial implications to the project, and the Founders, of various development program plans, and differing strategic business partners. ♦ Reviewing all legal documents, inclusive of the long-term ground lease, the State waiver, contracts with professional advisors, outside service providers, subcontractors and vendors, and reporting on the financial, accounting, tax, logistics and compliance implications. Working with general counsel and outside attorneys to defend against legal challenges and to secure all governmental and agency consents.
1985 - 1997
1985 - 1997
Senior Manager, Tax Consulting Division PwC (Price Waterhouse, LLP) Arthur Andersen, LLP KPMG, LLP • Progressive responsibilities from entry-level to senior management-level tax consultant with “Big Four” international public accounting firms. • Supervised a staff of 12+ consultants in providing income tax consulting services including global tax planning for multi-national companies, and planning and compliance issues relative to partnerships, corporations, Subchapter S corporations, estates, trusts and individuals. Specific projects included addressing issues relative to an investor’s purchase of financial institution distressed assets from the RTC/FLSIC; issues relative to an initial public offering (IPO) of a Latin American company on the New York Stock Exchange (NYSE), and compliance and valuation issues relevant to a $200 MM estate.