Functional Skills
Financial Modeling
Valuation
Investor Relations
Data Collection / Research
Primary Research
Software Skills
AWS
AWS S3
Django
JavaScript
Next.js
Python
ReactJS
SQL
PostgreSQL
AWS EC2
Sector Experience
Financial Services
Experience
JMCE LLC
Start-Up
President
1/2022 - Present
I am a full-time investor and I am also building a SaaS business with a fellow Columbia Business School graduate. I am responsible for building all technology (Javascript front end, Python back end), data science, sales, strategy, etc.
Spyglass Capital Management
Finance
Senior Analyst
1/2018 - 6/2021
Spyglass, an Edgewood spinoff, is an registered investment advisor with ~$4.5b in AUM, up from $16m when I joined the firm in January of 2018. I was the most senior investment professional at Spyglass except for our founder & CIO, and I was responsible for sourcing and managing a large amount of Spyglass' investments and deployed capital.
Edgewood Management
Finance
Analyst
7/2014 - 12/2016
Edgewood is a long-only investment advisor with ~$50b in assets under management. I supported two Partner Portfolio Managers in ongoing management and coverage of existing investments. I also sourced, researched and presented new investment ideas.