Bulge Bracket Investment Banks
Fortune 500

Experience

Terravion Finance
Consulting CFO
2/2017 - Present
Building operational model to raise venture debt.
Health IQ Corporate Strategy & Development
Strategy Consultant
11/2016 - 11/2017
Strategic review for management of life insurance industry landscape and mid term opportunities for Health IQ.
Groupon Operations
Operations Consultant
9/2014 - 4/2015
Worked on the mobile operations team to develop and monitor KPIs for the business.
Lions Path Finance
Technology PM
4/2011 - 9/2014
Forecasted/budgeted financials and key operating metrics of investments in technology companies, then analyzed variances against actuals. Investments were across entire technology supply chain and focused on Hardware, Storage, Internet, and Software/SaaS.
Credit Suisse Finance
VP and Technology PM
7/2008 - 9/2010
Managed technology investments for $1 billion fund.
Morgan Stanley Finance
VP and Research Analyst
3/2002 - 9/2007
Top ranked research analyst on Morgan Stanley technology team.