Functional Skills
Business Planning
M&A Support
Financial Due Diligence
Collateral Development
Competitive Landscaping
Software Skills
Adobe Premier Pro
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
Sector Experience
Business Services
Financial Services
Healthcare
Real Estate
Retail
Languages
English
Bulge Bracket Investment Banks
Experience
Growth Advisory Partners
Management Consulting
Managing Partner
1/2018 - Present
Work with business owners and management, private equity sponsors, and family offices spanning a wide array of industries. Specialize in business development, growth strategies, transaction origination, due diligence, and financing.
Element78 Advisors
Management Consulting
Managing Director
9/2015 - 12/2017
Led the firm’s strategic advisory and direct investment practices
JPMorgan Chase & Co
Other
Private Banker
7/2010 - 4/2014
Worked with high net worth business owners to plan, invest, borrow, and manage risk across both personal and business balance sheets.
Banking Syndicators of America
Product Management / Strategy
Managing Director
8/2006 - 7/2010
Advising business owners, family offices and franchise organizations around raising capital and acquiring middle market companies.
Deutsche Bank Asset Management
Operations
VP Direct Client Sales and Services
1/2004 - 4/2006
Led the firm’s $20 billion direct (no-load) sales and client service fund division.
Deutsche Bank Asset Management
Operations
Assistant VP, Sales and Service
8/2000 - 12/2004
Led integration and ongoing management of acquired sales and service division.
Deutsche Bank Asset Management
Operations
Sales Support Manager
8/1997 - 8/2000
Managed team of representatives who supported sales of mutual fund products to intermediary channel financial advisors.
Kemper Funds
Customer Service
Sales Support Representative
1/1996 - 8/1997
Inside sales representative of mutual fund products.