Functional Skills
Budgeting
Business Planning
Business Operations
Project Management
Business Development
Accounting
Risk Management
IT Asset Management
Communications
Leadership Development
Sales and Operations Planning (S&OP)
Operations Management
Process Improvements
Sales Operations
Portfolio Optimization
Software Skills
Monday
Salesforce
HTML
Microsoft Excel
Google Sheets
Certifications
Series 63
Series 65
Series 7
Sector Experience
Business Services
Financial Services
Social & Public Sector
Experience
Alden Investment Group
Start-Up
Chief Operating Officer & Co-founder
6/2018 - 2/2025
• Hired, developed, and significantly grew team across the US from 3 founders to 20 employees and 60 Investment Professionals to 130
• Oversee all organizational operations, including business development, accounting, compliance, operations, and legal teams–creating processes, writing agreements, negotiating economics, and managing projects
• Increased revenue from $1M to $20M by developing relationships and leading sales initiatives across multiple business lines
• Led VC Seed funding, raising several million dollars from a fintech fund
• Built and grew 1 broker-dealer, 3 registered investment advisors (RIAs) and several hedge funds
• Oversee all organizational operations, including business development, accounting, compliance, operations, and legal teams–creating processes, writing agreements, negotiating economics, and managing projects
• Increased revenue from $1M to $20M by developing relationships and leading sales initiatives across multiple business lines
• Led VC Seed funding, raising several million dollars from a fintech fund
• Built and grew 1 broker-dealer, 3 registered investment advisors (RIAs) and several hedge funds
Bluestone Capital Management
Finance
Director of Asset Management
2/2012 - 6/2018
• Evaluated new business opportunities aligned with sales channels to define strategies on providing clients with differentiated sources of alpha
• Led implementation of new business development projects, fostered and maintained relationships with key accounts and partners, and managed investment wholesaling team
• Led implementation of new business development projects, fostered and maintained relationships with key accounts and partners, and managed investment wholesaling team
Village Capital
Management Consulting
Impact Investment Fellow / Associate
11/2014 - 7/2015
• Evaluated 150+ East African FinTech startups for the world's largest organization supporting impact-driven seed-stage startups
• Partnered with 12 startup founders to develop business plans and financial models to launch companies
• Collaborated with cohort colleagues and investors, NGOs and other institutions, establishing strong relationships
• Partnered with 12 startup founders to develop business plans and financial models to launch companies
• Collaborated with cohort colleagues and investors, NGOs and other institutions, establishing strong relationships