Experience

Berkshire Capital Securities LLC Finance
Investment Banking Associate
9/2015 - 9/2017
? Top-ranked associate with deal execution experience across Investment Management, Securities and Financial Technology sectors
? Lead junior banker on 38 exclusive engagements, including 9 valuations, 23 sell-sides and 6 buy-sides
- 14 deals executed or in final stages of execution over last two years (the most in the firm)
? Built first firm-wide public-to-public merger model template

Jefferies LLC Finance
Investment Banking Analyst
5/2014 - 3/2015
? Assessed company valuations via DCF, LBO, comparable companies and precedent transactions analyses
? Select transactions
- Joint Lead Advisor / Active Bookrunner – Dual track process for Amplify Snack Brands, Inc. (NYSE: BETR) (SkinnyPop)
- Joint Lead Agent – $450M placement of a Credit Facility for Flavors Holdings’ acquisition of Merisant

Canaccord Genuity Group Inc. Finance
Investment Banking Analyst
2/2013 - 5/2014
? Lead analyst in the New York Investment Banking group, directly supporting the establishment of the Consumer & Retail, Leveraged Finance and Restructuring practices