Josh Kalish

Director (Originations)

2024

Principal

2021 - 2024

Senior Vice President

2017 - 2021

Vice President

2015 - 2017

Senior Associate

2013 - 2015

Associate

2011 - 2013

Inventory Planning Analyst

2010 - 2011

•Owned creation and evaluation of sales and inventory plans; have worked under a variety departments that range up to $165MM annual revenue, all in the Gap Brand Women's division. •Built style color plans while reconciling to high level targets to ensure brand goals and merchandising strategies are supported. •Worked closely with cross functional teams to balance the art and science of fashion and finance. •Created and executed sizing, packing and allocation strategies in effort to maintain size level in stock at each store. •Persisted in ongoing tracking of product to ensure these strategies are carried out accurately and effectively. •Recaped weekly business through evaluation of various metrics, focusing on retail, gross margin and cost sales. •Forecasted monthly sales and inventory position through open to buy process. •Developed both long and short term strategies to maximize opportunities and mitigate risk. •Strategized and executed pricing changes that maximize profit, from initial markdown to clearance. •Utilized a variety of company supported tools, as well as creating ad hoc reporting for large data sets in Excel. •Worked closely with store planning team to support and recommend strategies for opening, closing and remodeling.

Assistant Account Executive

2009 - 2010

•Assisted with pitches, presentations and briefings with fortune 500 companies. •Worked productively in a team oriented setting with top tier executives at Ogilvy worldwide. •Produced reports for highly regarded and diverse corporations in both the consumer and technology industries. •Successfully crafted and pitched top tier publications including The Wall Street Journal and the New York Times. •Managed client expectations regarding important deliverables, became adept at constructing original articles for clients in a demanding atmosphere.

Service Center Representative

2008 - 2009

(Advisory and Brokerage accounts) •Provided service to high net worth advisors and helped guide them through various financial software packages and different financial needs, which included an assortment of financial trades. Also, explained the benefits of certain account types, especially managed accounts and fee-based accounts. •Assisted both high net worth advisors and lower net worth advisors in cost basis, trading inquiries, transferring accounts and realized gains and losses, as well as FDIC insurance inquiries. •Continued to prosper during the financial crisis and provided support to both clients and advisors during the recession. •Consulted with clients when they were unable to reach their financial advisor, and provided assistance with their financial needs, which included financial trades and inquiries regarding failing banks.

Intern

2007 - 2007

•Obtained valuable experience in the field of financial planning. Prospected throughout the greater Boston Area with various business owners and high net worth individuals. •Utilized Microsoft Word and Excel to form proposals and presentations.

Intern

2006 - 2007

•Performed daily prospecting tasks for financial advisor teams at UBS •Completed cost base analysis for high net worth clients with greater than 3 million dollars in assets. •Established contacts with high net worth prospects.

Associate Financial Analyst / Intern

2006 - 2006

•Provided research information to support strategic planning on prospective client in underwriting. •Reviewed perspective opportunities related to their restructuring, debt structure and financial planning. •Assessed inventory, assets, liabilities and equity when reviewing a companies balance sheet.