Functional Skills

Financial Due Diligence
Primary Research
Venture Capital Investing
Private Equity Investing

Software Skills

Microsoft Excel
Microsoft PowerPoint

Sector Experience

Automotive
Energy
Industrials
Manufacturing
Technology

Languages

English
Fortune 500

Experience

Honeywell International Finance
Head of Ventures, Energy & Sustainability
5/2022 - Present
- Lead Honeywell’s early-stage investment and partnerships strategy in the areas of Energy, Sustainability, and Industrial Automation.
- Collaborate closely with business unit leaders to calibrate investment theses and focus areas to align with Honeywell's overarching strategic roadmap.
- Co-lead collaboration and partnership efforts with portfolio companies and help catalyze the creation of new long-term revenue streams for Honeywell.
Tekfen Ventures Finance
Principal
2/2019 - Present
- Sr. Investment team member for early-stage venture fund focused on investing in startups that leverage technology to address difficult problems in the Enterprise and Industrial sectors – focus areas include Agriculture, Construction, and Manufacturing.
- Managed entire lifecycle of investments, including sourcing efforts, due diligence, deal structuring, and portfolio management.
NIO Corporate Strategy & Development
Director, Corporate Development & Strategy
10/2020 - Present
- Lead team to develop detailed technology and market analyses to help inform and crystalize long-term business priorities, and to provide analytical decision support for high-priority strategic issues.
- Drive NIO’s growth strategy through identification, assessment, and execution of potential acquisition, partnership, and venture capital investment opportunities in areas including AI, materials, robotics, smart cities, and industrial automation and logistics.
Plum Alley Investments Finance
Venture Partner
3/2018 - 2/2019
- West Coast lead for New York City-based early-stage investment firm that backs innovative new companies led by female founders and gender-diverse leadership teams.
- Proactively sourced and evaluated new investment opportunities that align with PA’s overarching mission of promoting inclusion and diversity and acted as an ambassador for the firm and its portfolio companies and represented their respective interests at tech and investment conferences, industry events, and in the press.
Columbus Nova Technology Partners Finance
Venture Investor
9/2017 - 11/2018
Evaluated, executed, and monitored investments for global, multi-stage venture capital firm ($600M AUM) focused on enterprise software companies enabled by AI, data analytics, cloud computing, and other emerging technologies. Prospected for new investment opportunities, conducted market, competitive, regulatory, and technological due diligence, prepared investment memoranda and built consensus for partnership investment committee approval.
Olayan Group Finance
Sr. Investment Analyst - Tech Sector
5/2010 - 11/2015
Led and covered the firm’s equity investments across the global Technology sector. Primarily responsible for idea generation and model-driven research using a deep bottom-up fundamental process, in support of more than $600mm in related investments. Also helped lead due diligence efforts and subsequent investments in several notable early-stage companies, including Twitter and Alibaba.
Third Millennium Investments Finance
Investment Analyst
1/2008 - 5/2010
Conducted fundamental company/industry research and executed trades in management of $20 million equity portfolio for L/S hedge fund (AUM of ~$300M). Managed investment research process, including detailed financial modeling, analysis of public filings, meetings with management teams and industry experts, and primary research calls.