Sector Experience

Energy
Financial Services
Technology
Telecom
Transportation & Logistics
Fortune 500

Experience

NEXT47 (INVESTMENT ARM OF SIEMENS) Finance
Principal
10/2016 - Present
€1bn fund: Focused on venture and growth equity investments ($5-30m) in industries such as cybersecurity, AI, supply chain & logistics, robotics, drones and data analytics sectors
• Responsible for leading investment committee discussions & due diligence with heavy sourcing focus
• Developed theses-driven investment presentations in operational technology (OT) cybersecurity, warehouse robotics, cyber insurance, and predictive maintenance topic areas
ADVEQ MANAGEMENT Finance
Vice President
12/2012 - 9/2016
Closed 7 venture and growth investments for a private equity firm with $7 billion AUM
• Responsible for leading investment committee discussions, due diligence, modeling, sourcing and monitoring
• Developed U.S. IT direct investment pipeline based on industry, revenue growth and return potential
Mastercard Operations
Vice President
8/2011 - 6/2012
Led investments, acquisitions and partnerships to expand capabilities for mobile payment solutions
• Explored opportunities within NFC, mobile as a POS, provisioning, mobile money and offers
• BOKU: Strategic partnership with a global provider of an online/mobile wallet, offers & carrier billing
HarbourVest Partners Finance
Associate - Direct Investments
8/2006 - 8/2009
Closed eight growth equity and buyout direct/co-investments for private equity firm with over $36 billion AUM
• Participated in all aspects of investment including sourcing, due diligence, modeling, negotiation, and presentation
JEFFERIES BROADVIEW Finance
Investment Banking Analyst
1/2005 - 6/2006
Participated in all aspects of transaction development and execution, including sourcing M&A opportunities, completing prospective client pitches, developing financial models, conducting due diligence and drafting information memoranda
• Managed communication equipment, semiconductor capital equipment and security software perspectives
• Selected Transaction Experience: Neustar, GuardedNet, Bilcare, eMeta, Simbhouli Sugar Mills, e-Security
Lockheed Martin Operations
Engineering Leadership Development Program
10/2001 - 12/2004
Rotations in engineering, international business development, international programs and program management