Functional Skills
Private Equity Investing
Venture Capital Investing
Corporate Finance
Investor Relations
Financial Modeling
M&A Deal Sourcing
M&A Support
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Office
Bloomberg
Capital IQ
Certifications
Series 63
Series 7
Series 79
Sector Experience
Business Services
Consumer Goods
Financial Services
Media & Entertainment
Technology
Big 4 Accounting
Bulge Bracket Investment Banks
Top Consulting Firms
Experience
UBS
Finance
Managing Director, Head of Tech Private Placements
7/2022 - 4/2024
Key Responsibilities: BuildIng a consistent pipeline of technology private placement opportunities annually representing $25 million in gross fees, train junior bankers on origination and execution of private placements, brand UBS active in private capital markets Develop business selection framework for private capital opportunities in the technology sector Build regular engagement with active investors in structured equity, private credit and regular way clean equity private capital transactions Originate private placement mandates from investors in the technology sector
Citi
Finance
Vice President, Private Capital Markets
10/2020 - 5/2022
Founded Private Capital Markets at Citi within Americas Equity Capital Markets Grew de novo product to $10 billion+ in gross capital raised
RBC Capital Markets
Finance
Associate, Private Capital Markets
7/2017 - 9/2020
Origination and execution of private capital markets transactions
JMP SECURITIES
Finance
Associate, Convertible Capital Markets
6/2015 - 6/2017
Origination and execution of convertible capital markets transactions
PricewaterhouseCoopers (PwC)
Corporate Strategy & Development
Senior Consultant
9/2009 - 6/2013
Executed distressed asset turnarounds realted to the great financial crisis