Functional Skills

Financial Modeling
Bulge Bracket Investment Banks

Experience

Self-employed Corporate Strategy & Development
Independent Consultant
8/2016 - Present
Advise small-to-medium sized businesses on strategy, marketing, product development and capital raising.
Nomura Finance
Vice President
10/2015 - 7/2016
Senior VP in charge of 3 Associates and 8 Analysts. Covered PE firms and advised on acquisitions, leveraged finance, and other products.
RBC Capital Markets Finance
Vice President
5/2013 - 8/2015
Sponsor Coverage Vice President. Covered PE firms and advised on acquisitions, leveraged finance, and other products. Promoted to Vice President.
JPMorgan Chase & Co Finance
Associate
6/2011 - 5/2013
TMT Associate. Helped execute M&A, ECM and DCM deals and pitches across the TMT space.
US Navy Operations
Lieutenant
1/2004 - 2/2009
Served as a warfare officer and then as a nuclear engineer. Led divisions of 30+ men and women and millions of dollars’ worth of machinery and equipment.
• Ranked #1 of 3 surface warfare officers by the commanding officer in 2005
• Ranked #2 of 3 nuclear officers by the commanding officer in 2009