Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Nick
Work Experience
Business Broker
2025
In my role as a Business Broker at First Choice Business Brokers San Francisco Bay, I spearhead strategic M&A initiatives, connecting business owners with buyers to facilitate successful business sales. By optimizing cash flow and fostering entrepreneurship, I help clients achieve positive financial outcomes in the San Francisco Bay Area.
Owner
2023
• Provided M&A advisory services to early stage startups and later stage companies, guiding them through sales, growth consulting, and operations strategies • Collaborated with clients to develop and implement finance strategies tailored to their specific needs and goals • Advised on key decisions and provided insights to help clients navigate the complexities of the business landscape
2024 - 2025
Vice President of Innovation
2024 - 2025
2020 - 2023
Innovation & Technology Ventures
2020 - 2023
Lincoln Property Company's innovation arm is focused on creating environments for entrepreneurs to scale and help penetrate the Commercial Real Estate ecosystem to facilitate and drive change utilizing technology.
Principal
2020 - 2023
Oversee the strategy for the strategic investments, corporate development and technology arm of Lincoln Property Company. We source and deploy strategic real estate technology investments for LPC. We look for companies that will radically change the way we build, buy, invest, manage and lease real estate. Investor: Amenify, Camino, Density, Gridium, Measurabl, Minnow, TradeHounds, Xeal
Tenant Representation
2020 - 2023
Work closely with growing tenants on their real estate strategy/goals and help execute on transactions to support their growth.
2018 - 2020
Associate Transaction Manager | Salesforce
2019 - 2020
Primarily focused on working directly with global real estate corporate clients on growth strategies, transactions, project management and workplace experience. Led various transactions, financial aspects as well as working directly on an end-to-end global real estate playbook and processes.
Finance Lead | Salesforce
2018 - 2019
2017 - 2018
Structured Products Specialist
2017 - 2018
Provided analyst support for all player types across Bloomberg’s Fixed Income clients by going through extensive training on Fixed Income, Structured Products (CMBS, RMBS, ABS, MBS), Portfolio Analysis and Excel to create efficient workflows for clients.