Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Financial Services
Media & Entertainment
Experience
Tablature, LLC
Management Consulting
Principal
12/2014 - Present
I founded Tablature, LLC to provide business strategy consulting services primarily to financial services firms, with an emphasis on communications and marketing. Clients include McKinley Advisors, Counterpoint Mutual Funds, and The Pacific Financial Group. In this role I have conducted investment research, portfolio analysis, communications strategy, and investor relations projects.
Seeking Alpha
Corporate Strategy & Development
Managing Editor
2/2014 - Present
I oversaw all curation and editing of investment analysis content for Seeking Alpha, the world's leading financial news and analysis site. I most recently led a turnaround of the PRO+ subscription product for institutional investors, leading to double-digit run rate revenue growth. I also co-created Behind The Idea, Seeking Alpha's first podcast, and helped launch their podcast network.
Kill the Cup
Start-Up
Co-founder, CFO
3/2013 - 12/2014
I co-created Kill The Cup, an environmental nonprofit startup that developed waste reduction campaigns using gamification, social media marketing, and behavioral economics at leading universities and small businesses. We secured $75,000 in early stage funding and were admitted to the Points Of Light Foundation's Civic Accelerator program.
The Vanguard Group
Marketing
Communications and Marketing Summer Intern
7/2012 - 8/2012
I researched and wrote fund reports, economic data updates and bond market overviews.
Various
Other
Journalist
10/2007 - 4/2011
I was a reporter and editor focused primarily on financial markets. I worked for TheStreet.com, Oyster.com, Mediabistro, and The New York Observer.