Functional Skills
Business Unit Strategy
Business Planning
M&A Support
Financial Modeling
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Excel
Microsoft Excel Macros
Python
Vue.js
Sector Experience
Business Services
Financial Services
Industrials
Retail
Technology
Experience
Peakstone Group
Finance
Managing Director
1/2016 - Present
Responsible for deal origination and execution.
Elevate K-12
Start-Up
Angel Investor and Advisor
12/2016 - Present
Corporate strategy and operations
Aclaimant
Start-Up
Angel Investor
3/2016 - Present
Angel investor
Citadel LLC
Finance
Director of Operations
9/2006 - 3/2015
Citadel is a global multi-strategy hedge fund with approximately $23 billion in assets. I worked in the Global Equities Business Unit (long / short equity business running $60+ bin portfolio) and managed the day-to-day operations. I led budgeting, business analysis and reporting initiatives, strategic and tactical projects, relationship management and investor support.
Lake Capital LLC
Finance
Senior Associate
8/2003 - 6/2006
Private equity firm with $1.4 billion of assets under management focused on middle-market, service-based companies.
Sourced and evaluated investment opportunities, structured transactions, coordinated and managed due diligence processes, negotiated transactions and financing agreements, developed and executed add-on acquisition strategies, monitored portfolio companies and worked with management teams on initiatives that improved operations
Sourced and evaluated investment opportunities, structured transactions, coordinated and managed due diligence processes, negotiated transactions and financing agreements, developed and executed add-on acquisition strategies, monitored portfolio companies and worked with management teams on initiatives that improved operations
Lehman Brothers
Finance
Analyst
6/2001 - 6/2003
Transaction support for M&A-related transactions.