Experience
Apogee Capital Partners
Corporate Strategy & Development
Principal
5/2017 - Present
-Corporate Development
-Deal Structuring
-Pitchbook and marketing development
-Marketing
-Due Diligence
-Deal Structuring
-Pitchbook and marketing development
-Marketing
-Due Diligence
AR2 Capital Partners
Management Consulting
Managing Director
2/2015 - 1/2017
-Due Diligence
-Corporate Development
-Deal Structuring
-Pitchbook and marketing development
-Corporate Development
-Deal Structuring
-Pitchbook and marketing development
Vertical Capital Markets Group
Corporate Strategy & Development
Director of Investor Relations
11/2008 - 6/2014
Developed and launched suite of private equity funds and the first public, 40 ACT, mutual fund focused on purchasing portfolios of performing first trust mortgage deeds. Helped deliver over $250 Million in AUM
Hartman Management, L.P.,
Finance
Regional Marketing Director
1/2007 - 11/2008
? Promoted multi-strategy 100M REIT offering to the independent and broker/dealer channel nationwide.
? Raised 16% of fund’s total equity. Developed new business opportunities and sales growth by initiating and maintaining strong producer relationships.
? Built relationships with all key accounts, securing 60% of all selling agreements.
? Effectively managed the internal desk and investor relations team.
? Raised 16% of fund’s total equity. Developed new business opportunities and sales growth by initiating and maintaining strong producer relationships.
? Built relationships with all key accounts, securing 60% of all selling agreements.
? Effectively managed the internal desk and investor relations team.