Dynamic executive with impressive history of reorganizing businesses utilizing advanced financial analysis, legal and negotiation skills. Goal-oriented leader and team-builder focused on integrated staffing solutions that deliver superior results. Effective communicator with proven ability to market services to a diverse range of businesses.
Specialtlies: Investment banker, restructurings, distressed companies, financial restructuring, high net worth individuals, middle market companies.
Founding Principal @ Bankruptcy and Financial Law firm.
Managing partner for NYC based firm and confirmed over 80% of chapter 11 cases by engaging creditors, formulating feasible plans and performing turnaround management services as needed.
Litigated and settled large tax debt with the IRS and NYS.
Currently, serving as consultant to the firm and advising defendant in large bankruptcy ponzi scheme defense. From September 1994 to Present (21 years 4 months) Managing Director @ Sourced platform accounting firm for industry rollup to be funded by public company parent.
Performed turnaround consulting for NYC based woman's retail firm, negotiated with vendors and engaged liquidation firm From January 2014 to March 2015 (1 year 3 months) Greater New York City AreaDirector @ Worked on US Coal Rollup, Peru iron ore deal, energy trades and reorganizations. From September 2005 to December 2011 (6 years 4 months) Greater New York City AreaTreasurer @ Worked to stabilize finances, drafted budgets and secure construction loan and unsecured line of credit.
Resolved dispute with sponsor and bonding company and worked to build parking garage close to $1M coming in on budget.
Values increased close to 9x during tenure. From January 1992 to December 2010 (19 years) Greater New York City AreaDirector @ We worked on the following deals- Kings Supermarket acquisition, Legend Airlines Bankruptcy Acquisition, National Airlines Financing in Bankruptcy,Gear Magazine Business Plan. From January 1999 to December 2002 (4 years) Greater New York City AreaTax Associate @ Researched new mark to market rules, hedging rules, prepared corporate tax returns, tested reporting system for mutual funds. Clients included large international banks, broker dealers, real estate partnerships and high net worth individuals. From October 1992 to August 1995 (2 years 11 months) Greater New York City AreaSenior Accountant @ Audited broker deals and investment banks, managed audit team, prepared corporate tax returns and projections for real estate investment companies.
Specialized in broker dealers and commercial real estate. From October 1986 to August 1989 (2 years 11 months) Greater New York City Area
LLM, Taxation @ New York University School of Law From 1993 to 1996 JD, Law @ Maurice A. Deane School of Law at Hofstra University From 1989 to 1992 BBA, Accounting, 3.85 @ Hofstra University From 1984 to 1986 Stephen LLM is skilled in: Bankruptcy, Restructuring, Mergers & Acquisitions, Tax Law, Corporate Tax, Mergers, Tax, Chapter 11, Real Estate, Due Diligence, Chapter 7, Accounting, Courts, Creditors' Rights, Private Equity