Bulge Bracket Investment Banks

Experience

JAMCAP LLC Corporate Strategy & Development
Managing Director
1/2011 - Present
Oversee all strategic and financial operations of the business as well as client management, retention, and development. Registered investment advisor and financial advisory platform to HNW families and institutionally-backed growth enterprises.
Carlease.com Operations
COO/CFO
7/2014 - 5/2018
COO/CFO/Co-founder - Successfully launched, scaled, and sold a tech-enabled service platform engaged in the pricing and fulfillment of vehicle leasing to businesses customers and consumers.
Early Growth Financial Services Operations
CFO / Midwest Region Lead
2/2014 - 4/2016
Hired as the initial CFO in the market overseeing a team of senior accountants and book-keepers and serving as an outsourced CFO for the region's top Seed & Series A/B venture backed enterprises.
Yorkville Alliance / Ritchie Capital Management Finance
Director
9/2007 - 12/2011
Member of 5 person restructuring team tasked with the orderly wind-down of a $4.0B AUM multi-strategy fund. Administration and investment oversight on behalf of a multi-generational single family office.
ABN Amro Finance
Senior Associate
7/2005 - 3/2007
Midwest and Eastern US leveraged finance / CMBS / Securitized underwriting & lending.
Credit Suisse Finance
Associate
9/2000 - 7/2005
Private Banking and Leveraged Finance