Functional Skills

Financial Modeling
Bulge Bracket Investment Banks

Experience

Seaport Capital Finance
Senior Associate
4/2018 - Present
Analyze potential equity buy-out investments for $230 million fund focusing on telecom, communications infrastructure, media, business services, and platforms with a recurring revenue business model
North Castle / Revelstoke Capital / Sagewind Capital Finance
Senior Associate (Contracted Work)
7/2016 - 4/2018
Assess new investments and monitor portfolio companies for North Castle Partners (Turnbridge), Revelstoke Capital, and Sagewind Capital

On-site portfolio company work at Turnbridge (sober rehab in CT) evaluating add-ons and negotiating in-network pricing
Irving Place Capital Finance
Associate (MBA Intern)
6/2015 - 8/2015
Evaluated investments in the consumer and industrial sectors
Turnspire Capital Finance
Associate
1/2014 - 6/2014
Joined Turnspire Capital founders, former investors at KPS Capital and Trilantic, to execute firm’s inaugural investment
Castle Harlan Finance
Associate
6/2012 - 12/2013
Evaluated investments for a $1 billion generalist private equity fund
Deutsche Bank Finance
Investment Banking Analyst
8/2010 - 6/2012
Media and Telecom Group