Functional Skills
Financial Modeling
Bulge Bracket Investment Banks
Experience
Impresa Products
Start-Up
CEO/Co-Founder
12/2014 - Present
e-Commerce company specializing in a variety of consumer products
Bowerbird
Start-Up
CEO/Co-Founder
8/2013 - 10/2014
Bowerbird provides end-to-end software and services for high net worth individuals/families and institutions/organizations.
- Built small team of engineers and designers
- Acquired several early customers
- Developed partnerships
- Pitched and received commitment for angel funding
- Built small team of engineers and designers
- Acquired several early customers
- Developed partnerships
- Pitched and received commitment for angel funding
ArtistCommons
Start-Up
CEO/Co-Founder
3/2013 - 8/2013
ArtistCommons connects artists with local venues who are looking to show their work. Artists get exposure to show and sell their work and venues get the ability to display high-quality local art with no cost to them. We provide payment tools to improve and simplify the art buying experience for everyone involved - buyer, artist and venue.
- Managed product design and development
- Successfully launched product, acquiring 10 venues and 50+ artists in network
- Managed product design and development
- Successfully launched product, acquiring 10 venues and 50+ artists in network
Serent Capital
Finance
Associate
8/2010 - 8/2012
- Evaluated hundreds of investment opportunities in an array of industries with a diverse set of business models
- Performed a wide variety of analyses and built financial and operating models
- Completed business, accounting and financial diligence, including working extensively with accounting and legal advisors
- Worked with financing providers to secure senior and mezzanine debt
- Developed and pursued various investment themes
- Performed a wide variety of analyses and built financial and operating models
- Completed business, accounting and financial diligence, including working extensively with accounting and legal advisors
- Worked with financing providers to secure senior and mezzanine debt
- Developed and pursued various investment themes
JPMorgan Chase & Co
Finance
Analyst
7/2008 - 6/2010
- Ranked #1 in industry coverage and M&A analyst class during both first and second years
- Participated in pitches for and executions of strategic analysis assignments, debt issuances and exchanges, credit amendments, equity issuances, IPOs, asset sales and takeover defenses, often involving regular contact with client CFOs
- Managed junior analyst and intern resources (directing research, modeling, presentation development, etc.)
- Participated in pitches for and executions of strategic analysis assignments, debt issuances and exchanges, credit amendments, equity issuances, IPOs, asset sales and takeover defenses, often involving regular contact with client CFOs
- Managed junior analyst and intern resources (directing research, modeling, presentation development, etc.)