Experience
Private Equity (Private)
Corporate Strategy & Development
Operations, Strategy & Business Development
8/2014 - 4/2016
Spearheaded Innovation Center strategic development from conceptualization to execution; comprised of an accelerator program, 3D print lab, prototyping lab and technical continuing education platform creating a flagship commercialization facility in the Northeast. Constructed and authored an award winning proposal securing over $560,000 in NJEDA grant funding. Developed content messaging for public relations campaign, advertising assets, pitch decks, proposals and promo videos.
ND20 Capital
Marketing
Manager, Strategic Partnerships & Business Development
1/2009 - 8/2014
Responsible for marketing of investment strategies and development of marketing materials, digital assets, financial models, pitch decks, presentations and proposals. Focused on over $1BLN in deal flow management and presentation, between originators and investors within commercial real estate and technology startup investments (FinTech, Telco, Internet, Consumer Product).
Shift Forex
Marketing
Senior Advisor, Managed Funds
7/2009 - 8/2012
Fintech startup, responsible for growing the asset management arm and managing global investor relationships including retail clients, high net worth individuals, technology providers and wealth advisors raising over $350,000 of AUM in Q1 2011 for our algorithmic based managed funds. Vetted trading programs and on boarded quantitative managers. • Built internal operative processes and marketing strategies with executives, including investment memorandums, proposals and digital asset literature.
Halcyon Asset Management
Finance
Associate, Trading & Operations
6/2006 - 1/2009
Responsible for coordination in achieving balance and maintaining integrity of trading activities within equities, swaps and asset backed securities for a hedge fund whose managed assets grew by $6B to $14B from 2006-2008. Supported senior traders to maintain daily communication with counter parties and prime brokers, including Goldman Sachs, Smith Barney, Merrill Lynch and Deutsche Bank regarding trade details and settlement issues. Reconciled portfolios daily.
Bloomberg LP
Marketing
Associate, Financial Analytics Consulting & Sales
6/2004 - 5/2006
Managed client accounts, prospected for new business and maintained client relationships with traders and market data contacts at major buy-side and sell-side firms through analytical problem solving, financial analysis, training, consultation and proactive communication on the Bloomberg platform.