Bulge Bracket Investment Banks
Fortune 500
Experience
Invest Forward
Start-Up
Head of Strategy & Product
6/2013 - 6/2016
Hired by City Light Capital, a NYC based venture capital fund, as an entrepreneur-in-residence to help launch company. End-to-end product ownership of investforward.com including conceptualizing product vision, creating specifications, developing product roadmap and managing design and development. Raised $3M in venture funding notable angel investors and venture capital funds. Recruited, hired and managed development and design team
Sorenson Capital
Finance
Associate
5/2009 - 10/2012
Executed buyouts and growth equity investments; engaged in all phases of the investment process including sourcing deals, due diligence, financial modeling, managing large data sets, directing third-party advisors and consulting portfolio company management. Assessed over 150 investment opportunities across range of industries, providing investment recommendations. Developed and led associate training program for two years. Received rare promotion to third year associate
Citigroup
Finance
Analyst
7/2007 - 1/2009
Built integrated financial models to evaluate acquisition, LBOs, debt offerings and IPOs and drafted offering memoranda, management presentations and M&A pitch books. Ranked in top 10% of all analysts in class