Functional Skills

Business Unit Strategy
Business Planning
Financial Modeling
Finance Transformation
Competitive Landscaping

Software Skills

Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Salesforce
Hubspot
Trello

Certifications

Series 3
Series 63
Series 7

Sector Experience

Financial Services

Experience

Invictus Advisors LLC Corporate Strategy & Development
Chief Executive Officer
8/2014 - Present
Globally positioned C-Level strategic business development and operating executive with broad and deep experience in alternative financing and investment across the full spectrum of structures and investments ranging from private markets, spanning leveraged finance, structured finance, private equity, mezzanine financing, private debt and credit, and infrastructure and project finance, to an extensive array of hedge fund strategies.

Invictus Impact Capital Partners LLC Finance
Chief Executive Officer
4/2021 - Present
Capital Markets and Strategic Business Development and Advisory for Alternative Investment Managers, Growth Companies, and Investors
Origination and Placement of Alternative Investment Capital Raising Mandates
Private Markets | Impact Investments | Hedge Funds
Invictus Advisors d/b/a, Invictus Impact Capital Partners LLC, an Affiliate Partner of Stonehaven, LLC