Functional Skills
Business Planning
M&A Support
Financial Modeling
Investor Relations
Forecasting / Projections
Software Skills
Microsoft Excel
Certifications
Series 63
Series 79
Sector Experience
Business Services
Consumer Goods
Financial Services
Technology
Transportation & Logistics
Languages
English
Bulge Bracket Investment Banks
Fortune 500
Experience
Hum Capital
Finance
Managing DIrector
6/2021 - Present
Hum Capital is a series A backed financial technology company that is utilizing data and artificial intelligence to disrupt traditional investment banking. We are developing a data driven, intelligent marketplace for fundraising, connecting great companies with the right capital.
As the senior managing director on the distribution team, I am responsible for all credit transactions on our platform.
As the senior managing director on the distribution team, I am responsible for all credit transactions on our platform.
EA Markets
Finance
Director
1/2018 - 6/2021
EA Markets is a boutique investment bank focused exclusively on corporate finance advisory and capital arrangement services.
I joined to build out and help lead the middle market practice where we facilitated strategic financings for several sponsor owned and privately held middle market businesses.
I joined to build out and help lead the middle market practice where we facilitated strategic financings for several sponsor owned and privately held middle market businesses.
SPP Capital Partners
Finance
Vice President
5/2013 - 12/2017
Successfully closed over 15 capital raising transactions for private-equity owned and privately-held companies, representing over $500 million in aggregate debt and equity capital. Responsibilities include transaction structuring, managing due diligence and preparation of offering materials, marketing opportunities to selected investors, term sheet negotiation, and driving the deal and closing process.
Goldman Sachs
Finance
Analyst and Associate
9/2008 - 5/2013
Analyst and Associate in Reinsurance Group