Functional Skills

Investment Banking
Business Development
Digital Transformation
Leadership Development
IT Asset Management
Venture Capital Investing
Private Equity Investing
Innovation Management
Business Analysis
Business Unit Strategy
Financial Modeling
Financial Management
Financial Due Diligence
Growth Strategy

Sector Experience

Business Services
Financial Services
Media & Entertainment
Technology
Bulge Bracket Investment Banks
Fortune 500

Experience

Apollo Global Management Corporate Strategy & Development
Managing Director, FIG & Strategy
1/2022 - 1/2024
• Reported to Global Head of Strategy on all matters relevant to growth, venture and new business development
• Created and co-managed $100mm fund, Auxo, focused on developing commercially viable companies that are strategically relevant to Apollo's Credit, Equity, Real Assets and Retirement Services businesses
• Five companies incubated, ~$30mm deployed; $250mm in value created for Apollo today
• Led investments into companies across fund distribution (Daphne/$10mm convertible note), alternatives investment platforms (Edna/$6mm preferred), private credit analytics (Artymis $4mm/preferred), private credit infrastructure (Luna $10mm/preferred), AI co-investment platform (Orbit/$0.5mm)
• Drove strategy and optimization of Apollo's investments in external fund managers, including Motive Partners (Motive Early-Stage, Motive Capital, Motive Create) and Haveli (Software Fund I)
• Board roles: Daphne (Observer), Edna (Board Member), Luna (Board Member), 25 Madison Venture Studio (Observe

Apollo Global Management Finance
Operating Partner, Private Equity
1/2017 - 1/2022
• 1st Partner at Apollo to focus on technology, growth and innovation
• Advisor to C-suite at Yahoo!, Shutterfly, ADT, Lifepoint Health, OneMain Financial, Sun Country Airlines on growth dynamics, technology adoption, data and analytics and digital transformation, resulting in $250mm+ in value creation
• Recruited a team of data and digital transformation executives to drive operational improvements at portfolio companies
• 1st partner to utilize alternative data and data science capabilities during PE diligence and post-acquisition value creation
• Counseled deal teams on disruption risk from emerging technology companies during 50+ diligence processes
• Sourced senior executives from personal network to join board and/or operational roles within the Apollo PE portfolio, including Jenny Fleiss (Co-founder Rent-the-Runway) for Shutterfly's board, Megan O'Connor (Chegg) and Iris Choi (Floodgate) for Apollo Impact Fund's board, Jessie Beegle (Google/Amazon) for Lifepoint's Chief Inn

Amazon Information Technology
Senior Manager, Amazon Web Services
1/2014 - 1/2017
• Led new partnership and investment transactions between top tier investors, their high-profile portfolio companies and Amazon business units, including Alexa/devices, ecommerce, studios, media and advertising
• Designed and spearheaded Amazon/AWS's penetration into the single-family office space, resulting in $50mm+ of new revenue for AWS, redesigned key sales support workflows and overall sales motions
• Sourced investment opportunities within the venture and growth ecosystem for Amazon corporate development and Alexa Fund as well as for various investors (Sonic Sensory for Lux Capital, PYPO for A&E Corporate Development)
• Developed quarterly industry insights, thought leadership on the "state of venture capital" and target focus areas for Amazon/AWS leadership, including Andy Jassy (current CEO of Amazon, former CEO of AWS)

BLACK OWL VENTURES Finance
Managing Member, Investments
1/2012 - 1/2014
• Invested in high-growth technology companies, including TicketSauce (sold to Nightout), Virurl (sold to Revenue.com) and advisor to venture funds and angel networks, including AF Ventures, 37Angels

Sony Pictures Entertainment Corporate Strategy & Development
Senior Manager, Corporate Development and Strategy
1/2008 - 1/2011
• Developed and implemented firmwide strategy, including the incubation and management of "The Hot Ticket," a new distribution entity responsible for producing and releasing alternative content into the theatrical window
• Sourced strategic M&A opportunities Boom Studios, Valiant Entertainment and $250mm financing partner Crescendo

EG VENTURES Corporate Strategy & Development
Managing Member, Strategy and Investments
1/2005 - 1/2006
• Strategic advisor to technology and diversified media companies on strategy, business development and capital raising, including United Entertainment Group, Red Clay, RAK Group, Autumn Entertainment Partners

Ocean Road Advisors Finance
Associate, Strategy and Investments
1/2004 - 1/2005
• Co-developed Ocean Road's family office investment strategy, resulting in a diversified portfolio of direct and fund holdings across private equity, credit and real estate
• Co-led investments into high-growth technology companies, including Extend Benefits (sold to Towers Watson $428mm, 11x return), Critical Mention (sold to Onclusive) and Gotham Golf (w/ Bill Ackman), Davol Square real estate

Credit Suisse Finance
Analyst, Investment Banking
1/2001 - 1/2004
• Responsible for financial analysis and deal process on various debt and equity transactions spanning telecommunications, media, technology, energy and industrials

ARCHERY CAPITAL Finance
Analyst, Public and Private Investments
1/1999 - 1/2001
• Member of public investment team responsible for recommending trade ideas within the high-tech sector
• Member of venture capital team responsible for deal evaluation and investments into early-stage technology companies, including VCommerce (Acquired by Channel Intelligence), YouPowered (Acquired by Knowledge Mechanics), Augirin Systems (Acquired by MicroPatent) and Opentable (IPO)