Functional Skills

M&A Support

Experience

Merlon Intelligence Operations
Director of Operations
8/2017 - Present
Operations head for scaling VC-funded company in the regulation technology (RegTech) space. Merlon Intelligence develops machine-learning solutions for financial institution AML programs.
Venmo Corporate Strategy & Development
Strategy & Business Operations Manager
8/2015 - 8/2017
Survey payments and fintech landscape for aligning product strategy. Led business planning and program management for product launches.
Merrill Lynch Corporate Strategy & Development
VP Strategy
10/2012 - 6/2015
Part of cross-enterprise team driving internal strategy & business development initiatives for the Merrill Lynch Wealth Management business unit within Bank of America Merrill Lynch.
Belstone Capital Finance
Associate
7/2011 - 10/2012
Investment banking associate at middle-market M&A boutique focused on Technology, Media, and Telecom sector. Responsible for M&A execution, origination, and company recruiting.
Founders Equity Finance
Summer Associate
4/2010 - 7/2010
Private equity fund targeting lower middle market with 40-year investing record. Engaged in all aspects of investment evaluation, transaction execution, and fundraising.
Credit Suisse Private Equity Finance
Pre-MBA Associate
4/2007 - 7/2009
Engaged with senior management of middle-market portfolio companies for top-quartile LBO fund to accelerate EBITDA-generating initiatives. Supported deal teams with due diligence on potential investments. Received top ranking for each review cycle.

Worked in New York and London offices.
L.E.K. Consulting Management Consulting
Associate Consultant
8/2004 - 3/2007
Engaged in 20+ projects across diverse range of industry sectors as part of generalist associate program at Top 10 strategy consulting firm. Performed financial analysis, developed recommendations, and presented to clients. Received consistent 'Above Average' reviews across all review periods.

Worked in Chicago and London offices.